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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.01M	+$4.07M	1	0.28%	New
252	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.98M	-$191K	2	0.03%	Reduced
253	OCM Osterweis Capital Management San Francisco, California	$3.98M	+$4.04M	1	0.26%	New
254	Trexquant Investment Stamford, Connecticut	$3.97M	+$1.33M	1	0.28%	Increased
255	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.93M	-$986K	4	0.03%	Reduced
256	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.8M	-$597K	5	0.17%	Reduced
257	UBS O'Connor Chicago, Illinois	$3.76M	+$3.63M	1	0.08%	Increased
258	CAM Chou Associates Management Toronto, Ontario, Canada	$3.74M	-$1.18M	1	1.42%	Reduced
259	ACB Aristotle Capital Boston Boston, Massachusetts	$3.71M	-$2.84M	1	0.29%	Reduced
260	PAM Premier Asset Management Chicago, Illinois	$3.6M	+$51K	1	0.85%	Increased
261	SC Shellback Capital Boston, Massachusetts	$3.58M	-$40M	1	0.26%	Reduced
262	CEP Chicago Equity Partners Chicago, Illinois	$3.56M	+$2.56M	3	0.11%	Increased
263	TCM Tieton Capital Management Yakima, Washington	$3.53M	+$223K	1	2.73%	Increased
264	Todd Asset Management Louisville, Kentucky	$3.49M	+$3.59M	1	0.1%	New
265	LPL Financial San Diego, California	$3.35M	-$73.8K	5	0.01%	Reduced
266	FRM Foundation Resource Management Little Rock, Arkansas	$3.29M	-$10.1K	1	0.64%	Reduced
267	Advisors Asset Management Monument, Colorado	$3.29M	-$234K	2	0.06%	Reduced
268	Natixis Advisors Boston, Massachusetts	$3.25M	+$531K	2	0.03%	Increased
269	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.22M	+$143K	1	0.3%	Increased
270	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.22M	+$3.36K	1	0.44%	Increased
271	ECAU Everett Capital Advisors (UK) London, United Kingdom	$3.15M	+$2.9M	1	0.22%	New
272	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.1M	-$1.27M	5	0.16%	Reduced
273	FIM Freedom Investment Management Hartford, Connecticut	$3.1M	+$810K	4	0.19%	Increased
274	AMG National Trust Bank Greenwood Village, Colorado	$3.05M	+$68.1K	1	0.19%	Increased
275	QIM Quantitative Investment Management Charlottesville, Virginia	$2.98M	-$12.4M	2	0.06%	Reduced