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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	Castleark Management Chicago, Illinois	$9.24M	-$12.6M	2	0.32%	Reduced
277	SC Skylands Capital Milwaukee, Wisconsin	$9.2M	+$811K	1	1.33%	Increased
278	LI LHM Inc Sandy, Utah	$9.08M	-$1.54M	2	3.01%	Reduced
279	Impax Asset Management Group London, United Kingdom	$9.06M	+$1.54M	1	0.05%	Increased
280	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.02M	+$3.44M	4	0.04%	Increased
281	Ameritas Investment Partners Lincoln, Nebraska	$8.93M	+$243K	8	0.31%	Increased
282	CloudAlpha Capital Management Hong Kong	$8.89M	-$37.2M	2	0.71%	Reduced
283	Oppenheimer Asset Management New York	$8.81M	+$1.26M	3	0.11%	Increased
284	EULAV Asset Management Sarasota, Florida	$8.74M	+$1.46M	1	0.22%	Increased
285	Teacher Retirement System of Texas Austin, Texas	$8.74M	+$3.7M	6	0.04%	Increased
286	Creative Planning Overland Park, Kansas	$8.62M	+$914K	8	0.01%	Increased
287	Caxton Associates (UK) London,	$8.4M	+$10.7M	3	0.29%	New
288	TCM Tieton Capital Management Yakima, Washington	$8.38M	-$2.37M	1	3.83%	Reduced
289	Cerity Partners New York	$8.36M	+$1.3M	5	0.02%	Increased
290	AI Atom Investors Austin, Texas	$8.27M	+$4.12M	2	1.02%	Increased
291	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.11M	+$114K	4	0.16%	Increased
292	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.09M	+$1.98M	6	0.01%	Increased
293	CAPTRUST Financial Advisors Raleigh, North Carolina	$8.04M	+$1.54M	6	0.02%	Increased
294	ACA Apis Capital Advisors New York	$7.96M	+$9.83M	2	3.85%	New
295	JGUA John G. Ullman & Associates Corning, New York	$7.94M	-$756K	4	1.22%	Reduced
296	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.93M	+$7.36M	1	0.02%	New
297	MGM Manchester Global Management London, United Kingdom	$7.89M	-$10.9M	1	1.18%	Reduced
298	SRC Shufro Rose & Co New York	$7.84M	-$523K	1	0.62%	Reduced
299	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.73M	-$3.83M	1	0.07%	Reduced
300	Employees Retirement System of Texas Austin, Texas	$7.72M	$0	1	0.07%	Maintained