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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	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.72M	-$399K	1	0.42%	Reduced
277	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.71M	+$1.5M	2	0.01%	Increased
278	Commonwealth Equity Services Waltham, Massachusetts	$1.7M	-$24.9K	3	0.02%	Reduced
279	WIC Woodmont Investment Counsel Nashville, Tennessee	$1.69M	+$274K	1	0.48%	Increased
280	Jane Street New York	$1.69M	-$724K	3	0.02%	Reduced
281	Parallax Volatility Advisers San Francisco, California	$1.68M	+$278K	3	0.01%	Increased
282	Public Employees Retirement Association of Colorado Denver, Colorado	$1.67M	$0	4	0.01%	Maintained
283	LPL Financial San Diego, California	$1.63M	+$261K	2	0.01%	Increased
284	TC TFS Capital West Chester, Pennsylvania	$1.61M	-$724K	2	0.13%	Reduced
285	Capital Fund Management (CFM) Paris, France	$1.56M	+$1.57M	2	0.02%	New
286	Driehaus Capital Management Chicago, Illinois	$1.55M	+$1.44M	1	0.05%	New
287	Eaton Vance Management Boston, Massachusetts	$1.49M	-$56.3K	2	0%	Reduced
288	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.48M	-$33.8K	3	0.01%	Reduced
289	Two Sigma Investments New York	$1.47M	-$2.38M	3	0.01%	Reduced
290	Employees Retirement System of Texas Austin, Texas	$1.42M	$0	1	0.02%	Maintained
291	ICM Ionic Capital Management New York	$1.35M	+$549K	1	0.04%	Increased
292	Gateway Investment Advisers Cincinnati, Ohio	$1.35M	-$22.3K	1	0.01%	Reduced
293	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$1.32M	-$985K	3	0.13%	Reduced
294	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.32M	-$783	3	0.06%	Reduced
295	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.31M	+$717K	1	0.27%	Increased
296	HT HAP Trading New York	$1.26M	+$736K	2	0.05%	Increased
297	PCM Perkins Capital Management Wayzata, Minnesota	$1.25M	+$1.15M	1	0.88%	New
298	TM Tiger Management New York	$1.23M	-$9.12M	1	0.45%	Reduced
299	Glenmede Trust Philadelphia, Pennsylvania	$1.22M	-$50.6K	5	0.01%	Reduced
300	FSA Franklin Street Advisors Chapel Hill, North Carolina	$1.21M	+$59.6K	1	0.23%	Increased