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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
301	PCP Perimeter Capital Partners Atlanta, Georgia	$1.14M	-$1.21M	1	0.56%	Reduced
302	FSA Franklin Street Advisors Chapel Hill, North Carolina	$1.14M	-$1.02M	1	0.23%	Reduced
303	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.14M	+$272K	2	0.03%	Increased
304	PWAM Park West Asset Management San Francisco, California	$1.13M	-$2.48M	1	0.14%	Reduced
305	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.11M	+$432K	2	0.11%	Increased
306	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.1M	$0	2	0.22%	Maintained
307	OAM Oxford Asset Management Oxford, United Kingdom	$1.1M	-$961K	2	0.03%	Reduced
308	BB&T Securities Richmond, Virginia	$1.06M	+$25.3K	1	0.03%	Increased
309	HBK Investments Dallas, Texas	$1.05M	-$541K	2	0.02%	Reduced
310	CIC Cornercap Investment Counsel Atlanta, Georgia	$1.05M	+$1.02M	1	0.2%	New
311	Jane Street New York	$1.04M	-$857K	3	0.01%	Reduced
312	Douglas C. Lane & Associates New York	$1.04M	-$283K	1	0.03%	Reduced
313	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.01M	$0	1	0.01%	Maintained
314	PEAK6 Group Chicago, Illinois	$1.01M	+$348K	2	0.01%	Increased
315	Ameritas Investment Partners Lincoln, Nebraska	$992K	$0	2	0.08%	Maintained
316	US Bancorp Minneapolis, Minnesota	$979K	+$77.3K	5	0%	Increased
317	SIM Spark Investment Management New York	$974K	+$948K	2	0.17%	New
318	Bragg Financial Advisors Charlotte, North Carolina	$973K	-$662	1	0.24%	Reduced
319	EEG E.E. Geduld	$957K	+$542K	1	0.46%	Increased
320	Diversified Trust Memphis, Tennessee	$952K	-$92.3K	2	0.1%	Reduced
321	Tudor Investment Corp Stamford, Connecticut	$952K	+$538K	1	0.05%	Increased
322	SH Scepter Holdings Fort Worth, Texas	$945K	+$881K	1	0.23%	New
323	Weiss Multi-Strategy Advisers New York	$939K	+$896K	2	0.02%	New
324	CC Courier Capital Buffalo, New York	$935K	-$129K	1	0.2%	Reduced
325	Nisa Investment Advisors St. Louis, Missouri	$921K	-$19.3K	2	0.01%	Reduced