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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	CC Clearline Capital New York	$2.16M	-$12.6M	1	0.3%	Reduced
277	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.14M	-$3.29M	3	0.18%	Reduced
278	EMG Ellington Management Group Old Greenwich, Connecticut	$2.11M	+$1.09M	4	0.52%	Increased
279	Nuveen Charlotte, North Carolina	$2.08M	-$302K	3	0.01%	Reduced
280	EverPoint Asset Management Stamford, Connecticut	$2.07M	+$2M	1	0.04%	New
281	GCP GSA Capital Partners London, United Kingdom	$2.07M	-$1.77M	4	0.08%	Reduced
282	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.07M	-$15.4K	3	0.01%	Reduced
283	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.04M	-$802K	1	0.27%	Reduced
284	BAMCO Inc New York	$2.02M	+$750K	1	0.01%	Increased
285	SCM SG Capital Management Chicago, Illinois	$2.02M	-$4.81M	1	0.51%	Reduced
286	SEI Investments Oaks, Pennsylvania	$2.01M	+$452K	5	0.02%	Increased
287	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.98M	-$55.7K	3	0.02%	Reduced
288	BCM Beck Capital Management Austin, Texas	$1.97M	+$1.91M	1	1.06%	New
289	Nomura Holdings Tokyo, Japan	$1.97M	-$10.9M	3	0.01%	Reduced
290	CIBC World Market Toronto, Ontario, Canada	$1.95M	+$1.88M	1	0.01%	New
291	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.95M	$0	2	0.38%	Maintained
292	Commonwealth Equity Services Waltham, Massachusetts	$1.94M	-$136K	3	0.02%	Reduced
293	Virtu KCG Holdings New York	$1.94M	-$1.56M	5	0.03%	Reduced
294	Zacks Investment Management Chicago, Illinois	$1.92M	-$970K	2	0.06%	Reduced
295	SCM Stevens Capital Management Radnor, Pennsylvania	$1.92M	-$1.93M	2	0.07%	Reduced
296	AH Achievement Holdings Chicago, Illinois	$1.89M	-$389K	1	0.09%	Reduced
297	TBAM True Bearing Asset Management San Francisco, California	$1.89M	-$1.79M	1	2.35%	Reduced
298	RHJA Rice Hall James & Associates San Diego, California	$1.86M	+$1.71M	1	0.11%	New
299	MI Markston International White Plains, New York	$1.84M	-$179K	1	0.14%	Reduced
300	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.81M	+$1.75M	1	0.09%	New