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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	TCM Tieton Capital Management Yakima, Washington	$4.13M	-$57.3K	1	3.3%	Reduced
252	SEC Seven Eight Capital New York	$4.12M	+$3.3M	1	0.25%	Increased
253	BPM Bronson Point Management Fairfield, Connecticut	$4.08M	+$4.06M	1	1.42%	New
254	MAG Millrace Asset Group Berwyn, Pennsylvania	$4.07M	+$1.27M	1	3.17%	Increased
255	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.05M	+$45.9K	5	0.17%	Increased
256	ArrowMark Colorado Holdings Denver, Colorado	$4.02M	-$3.81M	1	0.03%	Reduced
257	SCA Summit Creek Advisors Minneapolis, Minnesota	$3.83M	-$9.86K	1	0.61%	Reduced
258	MSL Mackay Shields LLC New York	$3.82M	+$3.43M	1	0.03%	New
259	Group One Trading Chicago, Illinois	$3.76M	+$4.06M	3	0.03%	Increased
260	HCS Harvest Capital Strategies San Francisco, California	$3.65M	+$4.25M	1	0.42%	New
261	NC Northpointe Capital Bloomfield Hills, Michigan	$3.63M	-$2.52M	1	0.52%	Reduced
262	First Manhattan New York	$3.58M	+$89.1K	5	0.02%	Increased
263	Vident Investment Advisory Alpharetta, Georgia	$3.54M	+$2.88M	1	0.14%	Increased
264	ACB Aristotle Capital Boston Boston, Massachusetts	$3.53M	+$931K	1	0.26%	Increased
265	PEAK6 Investments Chicago, Illinois	$3.52M	+$3.59M	6	0.02%	New
266	Madison Investment Holdings Madison, Wisconsin	$3.5M	-$8.05M	1	0.06%	Reduced
267	Bridgeway Capital Management Houston, Texas	$3.46M	$0	2	0.03%	Maintained
268	LPL Financial San Diego, California	$3.36M	+$186K	5	0.01%	Increased
269	Catalyst Capital Advisors Huntington, New York	$3.34M	+$529K	3	0.11%	Increased
270	BNP Paribas Financial Markets Paris, France	$3.31M	-$1.8M	9	0%	Reduced
271	TD Asset Management Toronto, Ontario, Canada	$3.29M	-$1.37M	3	0%	Reduced
272	FWC First Washington Corp Seattle, Washington	$3.28M	-$1.21M	1	1.56%	Reduced
273	Advisors Asset Management Monument, Colorado	$3.24M	-$141K	2	0.05%	Reduced
274	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.23M	+$62.3K	2	0.04%	Increased
275	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.16M	+$2.61M	1	0.15%	Increased