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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	Global X Management Company New York	$2.58M	-$177K	1	0.11%	Reduced
302	RHJA Rice Hall James & Associates San Diego, California	$2.56M	-$6.86M	1	0.13%	Reduced
303	TI Turner Investments Berwyn, Pennsylvania	$2.56M	+$1.83M	2	0.85%	Increased
304	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$2.55M	+$439K	5	0.03%	Increased
305	Numeric Investors Boston, Massachusetts	$2.5M	+$2.04M	4	0.02%	New
306	ACM Altalis Capital Management New York	$2.45M	-$4.31M	1	2.66%	Reduced
307	MC Maplelane Capital New York	$2.43M	-$2.5M	1	0.06%	Reduced
308	PP Paloma Partners Greenwich, Connecticut	$2.43M	-$261K	3	0.03%	Reduced
309	MSA Mason Street Advisors Milwaukee, Wisconsin	$2.33M	+$193K	4	0.07%	Increased
310	SCM Signia Capital Management Spokane, Washington	$2.32M	-$691K	1	6.13%	Reduced
311	LCG Lisanti Capital Growth New York	$2.27M	+$1.87M	2	2.87%	New
312	CAM CG Asset Management New York	$2.26M	+$2.09M	1	0.85%	New
313	WAM World Asset Management Detroit, Michigan	$2.25M	+$176K	1	0.08%	Increased
314	KRC Kingdom Ridge Capital White Plains, New York	$2.23M	+$1.09M	1	1.6%	Increased
315	HS HighVista Strategies Boston, Massachusetts	$2.2M	$0	1	0.41%	Maintained
316	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.19M	+$628K	5	0.02%	Increased
317	DIA Dean Investment Associates Beavercreek, Ohio	$2.18M	+$846K	1	0.41%	Increased
318	Algert Global San Francisco, California	$2.17M	+$664K	2	0.63%	Increased
319	VAS Valicenti Advisory Services Elmira, New York	$2.14M	-$38K	1	1.4%	Reduced
320	HCS Harvest Capital Strategies San Francisco, California	$2.12M	+$1.96M	1	0.31%	New
321	EBIM Eagle Boston Investment Management Boston, Massachusetts	$2.09M	+$2.24M	1	0.27%	New
322	PP PDT Partners New York	$2.08M	+$687K	2	0.12%	Increased
323	Profund Advisors Bethesda, Maryland	$2.08M	+$237K	5	0.1%	Increased
324	SC Scholtz & Company Stamford, Connecticut	$2.06M	+$1.9M	1	2.13%	New
325	Tudor Investment Corp Stamford, Connecticut	$2.05M	-$1.64M	4	0.05%	Reduced