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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	BA Bard Associates Chicago, Illinois	$8.4M	-$24.6K	1	3.03%	Reduced
252	LG LaFleur & Godfrey Grand Rapids, Michigan	$8.37M	+$1.67M	1	1.63%	Increased
253	State of Michigan Retirement System Lansing, Michigan	$8.36M	-$12.9M	3	0.05%	Reduced
254	Zacks Investment Management Chicago, Illinois	$8.31M	+$5.51M	3	0.15%	Increased
255	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.31M	+$69.7K	5	0.1%	Increased
256	Ameritas Investment Partners Lincoln, Nebraska	$8.29M	-$8.51K	8	0.32%	Reduced
257	Arizona State Retirement System Phoenix, Arizona	$8.22M	+$81.4K	7	0.07%	Increased
258	NIG NFJ Investment Group Dallas, Texas	$8.16M	+$8.27M	1	0.16%	New
259	CCPM Cooper Creek Partners Management New York	$8.09M	+$9.07M	2	2.28%	New
260	Boothbay Fund Management New York	$8M	+$234M	4	0.3%	Increased
261	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.98M	+$135K	1	0.65%	Increased
262	Oppenheimer Asset Management New York	$7.97M	+$503K	3	0.12%	Increased
263	Hantz Financial Services Southfield, Michigan	$7.94M	+$663K	2	0.33%	Increased
264	KAM Kopion Asset Management Mckinney, Texas	$7.92M	+$1.66M	1	5.9%	Increased
265	Impax Asset Management Group London, United Kingdom	$7.89M	-$4.91M	1	0.04%	Reduced
266	TCMG TSP Capital Management Group Summit, New Jersey	$7.87M	-$21.7K	1	2.78%	Reduced
267	Simplex Trading Chicago, Illinois	$7.87M	+$6.42M	8	0.01%	Increased
268	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.83M	+$187K	5	0.09%	Increased
269	KSCM Key Square Capital Management Stamford, Connecticut	$7.73M	+$9.28M	1	1.32%	New
270	ACM Atika Capital Management New York	$7.61M	-$4.21M	1	0.66%	Reduced
271	Walleye Trading New York	$7.53M	-$4.15M	5	0.03%	Reduced
272	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.52M	+$82.5K	7	0.11%	Increased
273	Putnam Investments Boston, Massachusetts	$7.35M	+$8.82M	1	0.01%	New
274	Hancock Whitney Gulfport, Mississippi	$7.33M	-$2.72M	4	0.25%	Reduced
275	LCG Lisanti Capital Growth New York	$7.29M	-$16.4M	1	0.94%	Reduced