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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	Profund Advisors Bethesda, Maryland	$2.83M	-$1.68M	3	0.21%	Reduced
302	Winton Group London, United Kingdom	$2.78M	-$2.51M	2	0.07%	Reduced
303	PP PDT Partners New York	$2.73M	+$861K	3	0.22%	Increased
304	Virginia Retirement Systems Richmond, Virginia	$2.72M	-$1.21M	2	0.04%	Reduced
305	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.71M	+$837K	2	4.1%	Increased
306	LM Litespeed Management New York	$2.67M	-$1.6M	1	5.76%	Reduced
307	Zurich Cantonal Bank Zurich, Switzerland	$2.67M	+$1.29M	6	0.03%	Increased
308	RC Raine Capital New York	$2.63M	+$3.16M	1	5.55%	New
309	IAS IMA Advisory Services Denver, Colorado	$2.63M	-$957K	1	1.16%	Reduced
310	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.6M	$0	3	0.03%	Maintained
311	BPM Bronson Point Management Fairfield, Connecticut	$2.59M	+$1.44M	1	4.51%	Increased
312	Assenagon Asset Management Senningerberg, Luxembourg	$2.59M	-$8.19M	3	0.02%	Reduced
313	Crossmark Global Holdings Houston, Texas	$2.56M	+$8.99K	4	0.09%	Increased
314	DTL Dynamic Technology Lab Singapore	$2.55M	-$510K	6	0.5%	Reduced
315	Public Employees Retirement Association of Colorado Denver, Colorado	$2.52M	-$6.49M	6	0.02%	Reduced
316	RIL Rothschild Investment LLC Chicago, Illinois	$2.44M	-$584K	2	0.32%	Reduced
317	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.4M	-$36.5K	1	0.26%	Reduced
318	PCA Providence Capital Advisors Charlotte, North Carolina	$2.4M	+$243K	1	1.45%	Increased
319	NM Newtyn Management New York	$2.4M	+$1.93M	1	0.83%	Increased
320	MAM Mastrapasqua Asset Management Nashville, Tennessee	$2.34M	+$2.58M	2	0.45%	New
321	TCM Tieton Capital Management Yakima, Washington	$2.33M	-$155K	1	3.75%	Reduced
322	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$2.3M	-$591K	2	0.08%	Reduced
323	SCM Stanley Capital Management Houston, Texas	$2.29M	+$2.75M	1	1.77%	New
324	AIM Aigen Investment Management New York	$2.26M	+$2.32M	4	0.3%	Increased
325	TA Teton Advisors Rye, New York	$2.19M	-$70.8K	2	0.36%	Reduced