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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	CCM Cinctive Capital Management New York	$5.82M	-$11.3M	2	0.51%	Reduced
252	State of Michigan Retirement System Lansing, Michigan	$5.82M	+$277K	3	0.05%	Increased
253	BA Bard Associates Chicago, Illinois	$5.81M	-$22K	1	3.08%	Reduced
254	Arizona State Retirement System Phoenix, Arizona	$5.79M	+$1.82M	7	0.06%	Increased
255	ACM Atika Capital Management New York	$5.75M	+$6.54M	1	0.47%	New
256	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.68M	+$2.56M	5	0.11%	Increased
257	Oppenheimer Asset Management New York	$5.68M	+$1.15M	3	0.11%	Increased
258	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.64M	-$473K	5	0.08%	Reduced
259	OGC Oak Grove Capital North Hampton, New Hampshire	$5.59M	+$5.31M	1	2.64%	Increased
260	Empyrean Capital Partners Los Angeles, California	$5.48M	+$2.73M	1	0.22%	Increased
261	VIG Vienna Insurance Group Warsaw, Poland	$5.3M	-$2.68M	1	5.6%	Reduced
262	Capital Fund Management (CFM) Paris, France	$5.3M	+$3M	4	0.07%	Increased
263	EP Edgestream Partners Princeton, New Jersey	$5.28M	-$10.4M	1	0.34%	Reduced
264	FA Friess Associates Greenville, Delaware	$5.09M	-$15.3M	1	0.44%	Reduced
265	SFM Systematic Financial Management Teaneck, New Jersey	$5.09M	+$1.73M	3	0.28%	Increased
266	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.03M	-$121K	8	0.09%	Reduced
267	Simplex Trading Chicago, Illinois	$4.96M	-$327K	10	0.01%	Reduced
268	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$4.91M	+$1.46M	1	0.29%	Increased
269	Pacer Advisors Malvern, Pennsylvania	$4.9M	+$5.74M	4	0.1%	Increased
270	First Manhattan New York	$4.87M	-$144K	4	0.03%	Reduced
271	MAM Mastrapasqua Asset Management Nashville, Tennessee	$4.85M	-$607K	2	0.68%	Reduced
272	Group One Trading Chicago, Illinois	$4.85M	+$1.91M	7	0.02%	Increased
273	KAM Kopion Asset Management Mckinney, Texas	$4.84M	+$13.3K	1	5.56%	Increased
274	PL Parkwood LLC Cleveland, Ohio	$4.84M	+$3.72M	1	0.74%	Increased
275	Wasatch Advisors Salt Lake City, Utah	$4.83M	$0	1	0.03%	Maintained