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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
276	Moore Capital Management New York	$972K	+$832K	1	0.02%	New
277	Regions Financial Corp Birmingham, Alabama	$964K	+$901K	2	0.01%	New
278	HAM Harber Asset Management Asheville, North Carolina	$960K	+$863K	1	1.36%	New
279	Allianz Asset Management Munich, Germany	$958K	+$716K	2	0%	New
280	CI Cowen Inc New York	$935K	+$880K	1	0.09%	New
281	Bridgeway Capital Management Houston, Texas	$932K	+$690K	1	0.04%	New
282	LPL Financial San Diego, California	$921K	+$837K	2	0.01%	New
283	PP Paloma Partners Greenwich, Connecticut	$907K	+$758K	1	0.05%	New
284	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$892K	+$839K	1	2.44%	New
285	MVP Missouri Valley Partners St. Louis, Missouri	$881K	+$792K	1	0.34%	New
286	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$878K	+$826K	1	0%	New
287	SC Saiers Capital New York	$874K	+$749K	1	0.1%	New
288	KIC Keating Investment Counselors Delray Beach, Florida	$852K	+$802K	1	0.48%	New
289	HSBC Holdings London, United Kingdom	$845K	+$795K	1	0%	New
290	WBC Westpac Banking Corp Sydney, Australia	$844K	+$877K	1	0.01%	New
291	PRCM Pine River Capital Management Minnetonka, Minnesota	$841K	+$721K	1	0.01%	New
292	Nisa Investment Advisors St. Louis, Missouri	$834K	+$801K	2	0.01%	New
293	FMT First Mercantile Trust Cordova, Tennessee	$824K	+$698K	2	0.07%	New
294	GAAM Guinness Atkinson Asset Management Pasadena, California	$809K	+$762K	1	0.85%	New
295	PEAK6 Group Chicago, Illinois	$794K	+$700K	3	0%	New
296	Verition Fund Management Greenwich, Connecticut	$789K	+$672K	2	0.14%	New
297	CPA Columbia Pacific Advisors Seattle, Washington	$785K	+$739K	1	0.92%	New
298	Balyasny Asset Management Chicago, Illinois	$776K	+$730K	1	0.01%	New
299	FM Forward Management San Francisco, California	$756K	+$626K	2	0.06%	New
300	Oregon Public Employees Retirement Fund Tigard, Oregon	$750K	+$657K	2	0.03%	New