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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	RHJA Rice Hall James & Associates San Diego, California	$2.38M	+$538K	1	0.14%	Increased
302	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.37M	+$25.7K	6	0.18%	Increased
303	LSV Asset Management Chicago, Illinois	$2.35M	+$1.31M	1	0.01%	Increased
304	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$2.27M	+$181K	4	0.03%	Increased
305	Tudor Investment Corp Stamford, Connecticut	$2.26M	-$1.77M	4	0.06%	Reduced
306	SCM Stevens Capital Management Radnor, Pennsylvania	$2.21M	-$2.75M	2	0.09%	Reduced
307	SAM Shell Asset Management The Hague, Netherlands	$2.17M	+$2.11M	1	0.05%	New
308	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$2.17M	-$6.52M	1	0.15%	Reduced
309	VAS Valicenti Advisory Services Elmira, New York	$2.16M	-$250K	1	1.46%	Reduced
310	GIPM G2 Investment Partners Management New York	$2.15M	-$2.77M	1	0.67%	Reduced
311	MC Marcus Capital Northbrook, Illinois	$2.15M	+$2.39M	1	2.29%	New
312	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.13M	+$1.51M	4	0.58%	Increased
313	ECM Empire Capital Management Westport, Connecticut	$2.07M	+$143K	1	1.55%	Increased
314	Putnam Investments Boston, Massachusetts	$2.07M	+$2.28M	2	0%	New
315	Envestnet Asset Management Chicago, Illinois	$2.06M	+$557K	4	0.01%	Increased
316	ACI AMP Capital Investors Sydney, Australia	$1.99M	+$1.53M	4	0.01%	Increased
317	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.99M	+$22.6K	4	0.1%	Increased
318	DC Deere & Company Moline, Illinois	$1.98M	+$381K	4	0.12%	Increased
319	GP GLG Partners London, United Kingdom	$1.98M	+$1.83M	1	0.06%	New
320	GC Globeflex Capital San Diego, California	$1.98M	-$1.55M	3	0.53%	Reduced
321	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.98M	-$1.06M	3	0.02%	Reduced
322	Natixis Advisors Boston, Massachusetts	$1.97M	-$239K	2	0.03%	Reduced
323	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.96M	+$7.26K	1	0.11%	Increased
324	Fifth Third Bancorp Cincinnati, Ohio	$1.96M	+$685K	7	0.02%	Increased
325	HCM Horrell Capital Management Little Rock, Arkansas	$1.95M	-$3.22M	1	1.22%	Reduced