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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	Gateway Investment Advisers Cincinnati, Ohio	$1.62M	-$5.83K	1	0.01%	Reduced
277	ZCM Ziegler Capital Management Chicago, Illinois	$1.6M	+$24.5K	2	0.14%	Increased
278	CEP Chicago Equity Partners Chicago, Illinois	$1.6M	-$1.26M	1	0.05%	Reduced
279	QAM Quentec Asset Management New York	$1.6M	-$2.66M	1	0.53%	Reduced
280	VAS Valicenti Advisory Services Elmira, New York	$1.6M	+$1.44M	1	1.09%	New
281	FAM Fortaleza Asset Management Chicago, Illinois	$1.55M	+$681K	3	0.81%	Increased
282	WC Wexford Capital West Palm Beach, Florida	$1.52M	+$1.1M	1	0.13%	New
283	MI Markston International White Plains, New York	$1.51M	-$96.9K	1	0.1%	Reduced
284	Driehaus Capital Management Chicago, Illinois	$1.49M	+$1.34M	1	0.06%	New
285	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.48M	-$114K	1	0.42%	Reduced
286	KIC Keating Investment Counselors Delray Beach, Florida	$1.48M	-$2.83K	1	0.82%	Reduced
287	GC Globeflex Capital San Diego, California	$1.47M	$0	2	0.19%	Maintained
288	GAAM Guinness Atkinson Asset Management Pasadena, California	$1.41M	$0	1	1.36%	Maintained
289	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.39M	+$1.35M	1	0.07%	New
290	RI Redwood Investments Boston, Massachusetts	$1.35M	+$1.22M	1	0.19%	New
291	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.35M	-$45.1K	3	0.01%	Reduced
292	EI EAM Investors Solana Beach, California	$1.3M	-$3.13M	1	0.26%	Reduced
293	Whittier Trust South Pasadena, California	$1.3M	$0	2	0.07%	Maintained
294	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.29M	-$383K	2	0.05%	Reduced
295	Bridgeway Capital Management Houston, Texas	$1.26M	+$490K	1	0.04%	Increased
296	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.26M	+$156K	1	0.01%	Increased
297	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.24M	+$585K	2	0.02%	Increased
298	Ariel Investments Chicago, Illinois	$1.23M	+$430K	1	0.02%	Increased
299	Verition Fund Management Greenwich, Connecticut	$1.23M	+$347K	2	0.19%	Increased
300	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.23M	$0	2	0.27%	Maintained