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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.84M	+$1.71M	1	0.78%	Increased
252	LG LaFleur & Godfrey Grand Rapids, Michigan	$8.8M	+$99.8K	1	1.26%	Increased
253	BCC Bridge City Capital Lake Oswego, Oregon	$8.67M	-$288K	2	2.96%	Reduced
254	Thornburg Investment Management Santa Fe, New Mexico	$8.67M	+$8.41M	1	0.1%	New
255	Zacks Investment Management Chicago, Illinois	$8.67M	-$177K	2	0.14%	Reduced
256	JGC J. Goldman & Co New York	$8.5M	-$1.62M	2	0.33%	Reduced
257	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.47M	-$8.06K	5	0.09%	Reduced
258	CAM ClariVest Asset Management San Diego, California	$8.42M	-$3.51M	1	0.28%	Reduced
259	AM Anqa Management Sag Harbor, New York	$8.4M	$0	1	9.19%	Maintained
260	MAM Mastrapasqua Asset Management Nashville, Tennessee	$8.34M	-$927K	1	0.88%	Reduced
261	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.21M	+$272K	5	0.09%	Increased
262	OCM Osterweis Capital Management San Francisco, California	$8.21M	+$7.44M	1	0.42%	New
263	SM Saya Management New York	$8.2M	+$7.95M	1	6.32%	New
264	Hantz Financial Services Southfield, Michigan	$8.19M	-$138K	2	0.3%	Reduced
265	Ameritas Investment Partners Lincoln, Nebraska	$8.11M	-$138K	7	0.29%	Reduced
266	Calamos Advisors Naperville, Illinois	$8.09M	$0	1	0.04%	Maintained
267	Verition Fund Management Greenwich, Connecticut	$8.08M	+$7.28M	5	0.07%	Increased
268	Oppenheimer Asset Management New York	$8M	-$65.5K	2	0.11%	Reduced
269	Nisa Investment Advisors St. Louis, Missouri	$7.9M	+$3.83M	7	0.05%	Increased
270	Phoenix Financial Givatayim, Israel	$7.88M	-$2.24M	1	0.15%	Reduced
271	Arizona State Retirement System Phoenix, Arizona	$7.87M	-$496K	7	0.06%	Reduced
272	Putnam Investments Boston, Massachusetts	$7.8M	$0	1	0.01%	Maintained
273	BPM Bronson Point Management Fairfield, Connecticut	$7.7M	-$6.02M	4	4.16%	Reduced
274	Great Lakes Advisors Chicago, Illinois	$7.55M	+$6.94M	1	0.11%	Increased
275	First Manhattan New York	$7.5M	+$75.2K	4	0.03%	Increased