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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	Shinko Asset Management Company Tokyo, Japan	$3.09M	+$406K	1	0.03%	Increased
277	BPIM Brant Point Investment Management New York	$3.05M	-$3.13M	1	0.35%	Reduced
278	Artisan Partners Milwaukee, Wisconsin	$2.99M	-$2.82M	1	0.01%	Reduced
279	FMT First Mercantile Trust Cordova, Tennessee	$2.98M	+$440K	3	0.31%	Increased
280	Bahl & Gaynor Cincinnati, Ohio	$2.96M	-$41.6K	1	0.04%	Reduced
281	British Columbia Investment Management Victoria, British Columbia, Canada	$2.87M	$0	1	0.03%	Maintained
282	TC TFS Capital West Chester, Pennsylvania	$2.87M	-$3.27M	1	0.31%	Reduced
283	PCM Piermont Capital Management St. Louis, Missouri	$2.86M	$0	1	0.91%	Maintained
284	Parallax Volatility Advisers San Francisco, California	$2.86M	-$303K	4	0.01%	Reduced
285	JGUA John G. Ullman & Associates Corning, New York	$2.81M	+$388K	1	0.62%	Increased
286	GPCM Granite Point Capital Management Boston, Massachusetts	$2.81M	+$2.85M	1	0.42%	New
287	HBK Investments Dallas, Texas	$2.79M	-$6.17M	3	0.03%	Reduced
288	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.78M	+$3.05M	1	0.08%	New
289	Arizona State Retirement System Phoenix, Arizona	$2.78M	+$246K	4	0.04%	Increased
290	Raymond James & Associates St Petersburg, Florida	$2.62M	-$1.53M	2	0.01%	Reduced
291	Asset Management One Tokyo, Japan	$2.61M	+$1.33M	3	0.04%	Increased
292	SGAM Smith Group Asset Management Dallas, Texas	$2.61M	+$2.9M	1	0.08%	New
293	Jefferies Group New York	$2.58M	-$1.27M	3	0.01%	Reduced
294	LPL Financial San Diego, California	$2.56M	+$1.9M	3	0.01%	Increased
295	Dana Investment Advisors Waukesha, Wisconsin	$2.56M	-$1.22M	2	0.12%	Reduced
296	Algert Global San Francisco, California	$2.5M	-$742K	3	1.17%	Reduced
297	CAM ClariVest Asset Management San Diego, California	$2.48M	+$542K	2	0.07%	Increased
298	Glenmede Trust Philadelphia, Pennsylvania	$2.48M	+$1.12M	7	0.02%	Increased
299	Global X Management Company New York	$2.42M	-$76.8K	1	0.16%	Reduced
300	SCM Suffolk Capital Management New York	$2.4M	+$690K	1	0.3%	Increased