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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	First Manhattan New York	$3.8M	-$44.1K	4	0.02%	Reduced
252	SCM Stevens Capital Management Radnor, Pennsylvania	$3.78M	+$1.28M	2	0.19%	Increased
253	Engineers Gate Manager New York	$3.74M	-$3.18M	4	0.3%	Reduced
254	ZDA Zweig-DiMenna Associates New York	$3.73M	-$3.56M	1	0.37%	Reduced
255	TIM Thompson Investment Management Madison, Wisconsin	$3.71M	+$3.49M	2	0.87%	Increased
256	DBG De Burlo Group Boston, Massachusetts	$3.7M	+$3.45M	1	0.83%	New
257	ACI AMP Capital Investors Sydney, Australia	$3.63M	+$3.01M	2	0.02%	Increased
258	State of Michigan Retirement System Lansing, Michigan	$3.55M	+$927K	3	0.03%	Increased
259	Weiss Asset Management Boston, Massachusetts	$3.51M	+$4.03M	1	0.25%	New
260	GPCM Granite Point Capital Management Boston, Massachusetts	$3.51M	-$1.39M	4	0.71%	Reduced
261	AC Apertura Capital Dallas, Texas	$3.49M	+$3.37M	1	1.36%	New
262	APG Asset Management Amsterdam, Netherlands	$3.46M	+$3.7M	1	0.01%	New
263	Crossmark Global Holdings Houston, Texas	$3.46M	-$968K	3	0.11%	Reduced
264	MSL Mackay Shields LLC New York	$3.46M	-$551K	2	0.03%	Reduced
265	Cubist Systematic Strategies Stamford, Connecticut	$3.45M	+$2.76M	6	0.16%	Increased
266	ORI Oak Ridge Investments Chicago, Illinois	$3.42M	-$1.04M	1	0.25%	Reduced
267	PAM PVG Asset Management Golden, Colorado	$3.4M	-$965K	1	3.35%	Reduced
268	TCM Tygh Capital Management Portland, Oregon	$3.32M	-$2.48M	1	0.7%	Reduced
269	FRM Foundation Resource Management Little Rock, Arkansas	$3.26M	-$16.1K	1	0.7%	Reduced
270	FCM Firsthand Capital Management San Jose, California	$3.25M	$0	1	2.05%	Maintained
271	Simplex Trading Chicago, Illinois	$3.25M	+$1.44M	7	0.01%	Increased
272	AMG National Trust Bank Greenwood Village, Colorado	$3.21M	+$96.3K	1	0.22%	Increased
273	WPC White Pine Capital Bloomington, Minnesota	$3.21M	-$159K	5	1.32%	Reduced
274	Winton Group London, United Kingdom	$3.15M	-$4.81M	1	0.07%	Reduced
275	Eaton Vance Management Boston, Massachusetts	$3.14M	-$36	3	0.01%	Reduced