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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	WPC White Pine Capital Bloomington, Minnesota	$1.65M	+$187K	2	0.56%	Increased
277	WAM World Asset Management Detroit, Michigan	$1.64M	-$299K	1	0.05%	Reduced
278	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.63M	+$1.21M	1	0.1%	Increased
279	Macquarie Group Sydney, NSW 2000, Australia	$1.63M	+$268K	2	0%	Increased
280	FA FDx Advisors Chicago, Illinois	$1.62M	-$567K	2	0.11%	Reduced
281	SEI Trust Company Oaks, Pennsylvania	$1.62M	-$90.5K	4	0.02%	Reduced
282	Putnam Investments Boston, Massachusetts	$1.61M	+$26.7K	1	0%	Increased
283	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.6M	+$640K	3	0.05%	Increased
284	SM Senvest Management New York	$1.53M	$0	1	0.14%	Maintained
285	WIC Woodmont Investment Counsel Nashville, Tennessee	$1.47M	+$369K	1	0.42%	Increased
286	HCM Horrell Capital Management Little Rock, Arkansas	$1.45M	+$1.15M	2	0.69%	Increased
287	Profund Advisors Bethesda, Maryland	$1.44M	-$1.24M	2	0.07%	Reduced
288	TM Tiger Management New York	$1.4M	+$24.1K	1	0.37%	Increased
289	Public Employees Retirement Association of Colorado Denver, Colorado	$1.4M	-$90.2K	4	0.01%	Reduced
290	Employees Retirement System of Texas Austin, Texas	$1.38M	$0	1	0.02%	Maintained
291	EMG Ellington Management Group Old Greenwich, Connecticut	$1.35M	+$303K	2	0.93%	Increased
292	DCM Dynamic Capital Management St. Helier, Jersey	$1.33M	+$440K	1	0.34%	Increased
293	ACM Afton Capital Management Charlotte, North Carolina	$1.32M	-$160K	1	2.3%	Reduced
294	BPIM Brant Point Investment Management New York	$1.31M	-$4.1M	1	0.12%	Reduced
295	Eaton Vance Management Boston, Massachusetts	$1.28M	-$128K	2	0%	Reduced
296	TD Asset Management Toronto, Ontario, Canada	$1.26M	+$85K	3	0%	Increased
297	WIS Wright Investors Service Shelton, Connecticut	$1.24M	+$521K	1	0.61%	Increased
298	AQR Capital Management Greenwich, Connecticut	$1.24M	+$797K	2	0%	Increased
299	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.23M	+$199K	2	0.28%	Increased
300	GIPM G2 Investment Partners Management New York	$1.22M	-$1.11M	1	0.41%	Reduced