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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	Calamos Advisors Naperville, Illinois	$11.3M	$0	2	0.04%	Maintained
252	JGUA John G. Ullman & Associates Corning, New York	$11M	-$57.4K	4	1.53%	Reduced
253	FG Formula Growth Montreal, Quebec, Canada	$11M	+$2.14M	1	2.07%	Increased
254	HSBC Holdings London, United Kingdom	$10.9M	+$6.85M	9	0.01%	Increased
255	PFM Premier Fund Managers Guildford, United Kingdom	$10.9M	-$1.68M	1	0.38%	Reduced
256	Whittier Trust South Pasadena, California	$10.8M	+$17.4K	5	0.18%	Increased
257	Grimes & Company Westborough, Massachusetts	$10.7M	-$1.59M	1	0.56%	Reduced
258	SST S Squared Technology New York	$10.6M	+$813K	1	5.29%	Increased
259	RHJA Rice Hall James & Associates San Diego, California	$10.3M	-$6.56M	4	0.41%	Reduced
260	RA Ramius Advisors New York	$10.3M	+$6.91M	1	4.71%	Increased
261	AAM AO Asset Management New York	$10.3M	+$3.64M	1	2.8%	Increased
262	Employees Retirement System of Texas Austin, Texas	$10.2M	$0	4	0.12%	Maintained
263	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.2M	+$553K	2	0.73%	Increased
264	Ensign Peak Advisors Salt Lake City, Utah	$10M	+$62.6K	4	0.02%	Increased
265	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.68M	+$327K	1	1.01%	Increased
266	LI LMCG Investments Boston, Massachusetts	$9.68M	+$10.4M	1	0.56%	New
267	Capital Fund Management (CFM) Paris, France	$9.64M	+$7.94M	1	0.08%	Increased
268	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.63M	+$964K	4	0.1%	Increased
269	Verition Fund Management Greenwich, Connecticut	$9.56M	+$3.19M	5	0.11%	Increased
270	KAM Kopion Asset Management Mckinney, Texas	$9.42M	-$963K	1	7.98%	Reduced
271	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$9.34M	-$562K	1	0.4%	Reduced
272	HRT Financial New York	$9.24M	-$9.3M	4	0.07%	Reduced
273	GIP Granite Investment Partners El Segundo, California	$9.13M	+$8.72M	1	0.31%	New
274	Brinker Capital Investments Berwyn, Pennsylvania	$9.08M	-$1.22M	5	0.14%	Reduced
275	Prudential Financial Newark, New Jersey	$9.04M	+$4.8M	6	0.01%	Increased