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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	AGAM Avalon Global Asset Management San Francisco, California	$8.11M	+$1.54M	1	1.3%	Increased
252	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.1M	-$899K	1	0.81%	Reduced
253	ZDA Zweig-DiMenna Associates New York	$7.98M	+$8.01M	1	0.55%	New
254	JCM Janney Capital Management Pittsburgh, Pennsylvania	$7.92M	-$1.13M	2	0.53%	Reduced
255	OCM Osterweis Capital Management San Francisco, California	$7.9M	-$392K	1	0.43%	Reduced
256	Picton Mahoney Asset Management Toronto, Ontario, Canada	$7.88M	+$74.3K	1	0.29%	Increased
257	OGC Oak Grove Capital North Hampton, New Hampshire	$7.78M	+$588K	1	1.68%	Increased
258	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.61M	-$70.9K	5	0.09%	Reduced
259	Man Group London, United Kingdom	$7.49M	+$3.01M	3	0.03%	Increased
260	Great Lakes Advisors Chicago, Illinois	$7.47M	+$1.43M	1	0.12%	Increased
261	Nordea Investment Management Stockholm, Sweden	$7.4M	-$30.6K	1	0.01%	Reduced
262	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.35M	-$88.9K	5	0.08%	Reduced
263	Ameritas Investment Partners Lincoln, Nebraska	$7.29M	-$122K	7	0.27%	Reduced
264	Baird Financial Group Milwaukee, Wisconsin	$7.22M	-$1.43M	4	0.02%	Reduced
265	BA Bard Associates Chicago, Illinois	$7.21M	-$39.2K	1	2.44%	Reduced
266	Arizona State Retirement System Phoenix, Arizona	$7.2M	+$35.4K	7	0.06%	Increased
267	AM Anqa Management Sag Harbor, New York	$7.17M	$0	1	7.9%	Maintained
268	First Manhattan New York	$6.98M	-$14.4K	5	0.03%	Reduced
269	SCM Segantii Capital Management Hong Kong	$6.91M	+$3.05M	1	0.22%	Increased
270	MAM Mastrapasqua Asset Management Nashville, Tennessee	$6.85M	+$35.3K	1	0.75%	Increased
271	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.79M	-$7.78M	7	0.1%	Reduced
272	Wolverine Trading Chicago, Illinois	$6.75M	+$701K	6	0.01%	Increased
273	FVCM F&V Capital Management Boca Raton, Florida	$6.51M	-$50.7K	1	2.61%	Reduced
274	Janus Henderson Group London,	$6.46M	+$3.72M	4	0%	Increased
275	SG Americas Securities New York	$6.4M	-$2.82M	7	0.03%	Reduced