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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	Winton Group London, United Kingdom	$5.27M	+$4.93M	1	0.1%	New
252	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.26M	+$152K	5	0.07%	Increased
253	FWC First Washington Corp Seattle, Washington	$5.21M	$0	1	2.57%	Maintained
254	Jefferies Group New York	$5.18M	-$8.44M	4	0.04%	Reduced
255	SG Americas Securities New York	$5.1M	-$15.2M	8	0.04%	Reduced
256	Tudor Investment Corp Stamford, Connecticut	$5.07M	+$1.85M	3	0.14%	Increased
257	PCM Prelude Capital Management New York	$4.98M	+$3.01M	6	0.25%	Increased
258	CC Cipher Capital New York	$4.89M	+$2.98M	2	0.41%	Increased
259	First Manhattan New York	$4.89M	+$57.4K	4	0.03%	Increased
260	ICOM Investment Counselors of Maryland Baltimore, Maryland	$4.86M	+$55.2K	1	0.23%	Increased
261	BCM Bayesian Capital Management Brooklyn, New York	$4.85M	+$257K	2	1%	Increased
262	AIC Ameritas Investment Company Lincoln, Nebraska	$4.84M	+$1.17M	1	2.29%	Increased
263	LG Leuthold Group Minneapolis, Minnesota	$4.82M	+$2.86M	1	0.62%	Increased
264	BNP Paribas Financial Markets Paris, France	$4.78M	-$150K	9	0.01%	Reduced
265	Allianz Asset Management Munich, Germany	$4.78M	-$3.23M	3	0%	Reduced
266	BCC Bridge City Capital Lake Oswego, Oregon	$4.76M	+$23.2K	2	2.62%	Increased
267	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$4.71M	-$10.6K	1	0.3%	Reduced
268	TAL TIG Advisors LLC New York	$4.71M	+$2.66M	1	0.19%	Increased
269	HSBC Holdings London, United Kingdom	$4.71M	+$256K	4	0.01%	Increased
270	Twin Tree Management Dallas, Texas	$4.71M	+$4.38M	1	0.02%	Increased
271	BA Broadview Advisors Milwaukee, Wisconsin	$4.67M	-$102K	1	1.44%	Reduced
272	Congress Asset Management Boston, Massachusetts	$4.58M	+$609K	2	0.06%	Increased
273	HCM Horrell Capital Management Little Rock, Arkansas	$4.51M	+$1.32M	1	2.2%	Increased
274	LOAMU Lombard Odier Asset Management (USA) New York	$4.32M	-$824K	2	0.35%	Reduced
275	TCM Tieton Capital Management Yakima, Washington	$4.31M	+$290K	1	3.77%	Increased