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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	SRC Shufro Rose & Co New York	$11.9M	-$38.1K	1	0.86%	Reduced
252	Twin Tree Management Dallas, Texas	$11.9M	+$10.5M	3	0.02%	Increased
253	NPF Norris Perne & French Grand Rapids, Michigan	$11.7M	+$1.48M	1	0.91%	Increased
254	JGUA John G. Ullman & Associates Corning, New York	$11.5M	+$914K	4	1.58%	Increased
255	Employees Retirement System of Texas Austin, Texas	$11.4M	-$5.03M	4	0.13%	Reduced
256	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11.3M	+$1.93M	2	0.28%	Increased
257	Ensign Peak Advisors Salt Lake City, Utah	$11.3M	-$22.2M	4	0.02%	Reduced
258	OGC Oak Grove Capital North Hampton, New Hampshire	$11.2M	+$2.09M	1	1.95%	Increased
259	Amundi Paris, France	$11M	-$13.7M	2	0.01%	Reduced
260	E Ergoteles New York	$11M	+$7.29M	6	0.43%	Increased
261	Ameritas Advisory Services Lincoln, Nebraska	$10.9M	+$9.42M	2	0.4%	New
262	Vident Investment Advisory Alpharetta, Georgia	$10.7M	+$4.83M	8	0.28%	Increased
263	EARNEST Partners Atlanta, Georgia	$10.6M	+$9.16M	2	0.06%	Increased
264	Allspring Global Investments Charlotte, North Carolina	$10.4M	+$9.29M	7	0.01%	New
265	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$10.4M	+$6.53M	3	0.05%	Increased
266	Whittier Trust South Pasadena, California	$10.1M	-$455	5	0.16%	Reduced
267	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$10.1M	-$104K	1	1.01%	Reduced
268	FG Formula Growth Montreal, Quebec, Canada	$10.1M	-$6.12M	1	1.8%	Reduced
269	Natixis Paris, France	$10.1M	-$48.5M	3	0.03%	Reduced
270	First Manhattan New York	$10.1M	+$134K	5	0.03%	Increased
271	SG Americas Securities New York	$9.92M	+$1.75M	6	0.05%	Increased
272	KAM Kopion Asset Management Mckinney, Texas	$9.84M	-$173K	1	8.14%	Reduced
273	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.73M	-$189K	4	0.1%	Reduced
274	Granahan Investment Management Waltham, Massachusetts	$9.7M	-$13.9M	1	0.2%	Reduced
275	Ameritas Investment Partners Lincoln, Nebraska	$9.45M	-$6.51K	7	0.32%	Reduced