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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	MAP Moody Aldrich Partners Marblehead, Massachusetts	$9.33M	-$460K	1	1.3%	Reduced
277	EIM Essex Investment Management Boston, Massachusetts	$9.29M	-$52.3K	1	1.06%	Reduced
278	JCM Janney Capital Management Pittsburgh, Pennsylvania	$9.28M	-$13.9K	2	0.6%	Reduced
279	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.23M	-$368K	4	0.1%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$9.21M	-$145K	7	0.07%	Reduced
281	Nordea Investment Management Stockholm, Sweden	$9.18M	-$101K	1	0.01%	Reduced
282	Pacer Advisors Malvern, Pennsylvania	$9.05M	+$979K	4	0.09%	Increased
283	Oppenheimer Asset Management New York	$9.04M	-$37K	1	0.12%	Reduced
284	HAM Hillcrest Asset Management Plano, Texas	$8.75M	-$1.17M	1	1.33%	Reduced
285	FVCM F&V Capital Management Boca Raton, Florida	$8.71M	+$404K	1	2.92%	Increased
286	Great Lakes Advisors Chicago, Illinois	$8.67M	+$370K	2	0.13%	Increased
287	Nomura Holdings Tokyo, Japan	$8.63M	+$1.91M	4	0.02%	Increased
288	Tudor Investment Corp Stamford, Connecticut	$8.41M	-$4.14M	4	0.14%	Reduced
289	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.33M	-$218K	7	0.11%	Reduced
290	BA Bard Associates Chicago, Illinois	$8.29M	-$6.29K	1	2.73%	Reduced
291	Wolverine Trading Chicago, Illinois	$8.03M	-$344K	5	0.01%	Reduced
292	ZDA Zweig-DiMenna Associates New York	$8.01M	-$606K	1	0.65%	Reduced
293	AGAM Avalon Global Asset Management San Francisco, California	$7.83M	-$1.8M	1	2.74%	Reduced
294	Zurich Cantonal Bank Zurich, Switzerland	$7.82M	+$848K	7	0.04%	Increased
295	CCPM Cooper Creek Partners Management New York	$7.79M	-$12.1M	1	0.9%	Reduced
296	MAM Mastrapasqua Asset Management Nashville, Tennessee	$7.74M	-$132K	1	0.76%	Reduced
297	WPC White Pine Capital Bloomington, Minnesota	$7.66M	-$775K	3	2.26%	Reduced
298	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.64M	+$6.77M	1	1.46%	New
299	Group One Trading Chicago, Illinois	$7.61M	-$4.24M	7	0.01%	Reduced
300	Sit Investment Associates Minneapolis, Minnesota	$7.52M	+$142K	2	0.18%	Increased