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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	State of Michigan Retirement System Lansing, Michigan	$4.53M	+$844K	4	0.03%	Increased
302	PCA Providence Capital Advisors Charlotte, North Carolina	$4.52M	+$695K	1	1.36%	Increased
303	Gotham Asset Management New York	$4.51M	+$3.41M	3	0.14%	Increased
304	AC AWH Capital Dallas, Texas	$4.45M	+$2.9M	1	6.48%	Increased
305	PHS Pekin Hardy Strauss Chicago, Illinois	$4.42M	+$556K	2	0.7%	Increased
306	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.4M	+$1.49M	2	0.76%	Increased
307	CP CenterBook Partners Greenwich, Connecticut	$4.36M	-$1.01M	4	0.84%	Reduced
308	Castleark Management Chicago, Illinois	$4.31M	-$116K	1	0.24%	Reduced
309	APP Alpha Paradigm Partners Chicago, Illinois	$4.31M	+$2.76M	4	1.87%	Increased
310	KBC Group Brussels, Belgium	$4.28M	+$2.09M	3	0.02%	Increased
311	SFM Systematic Financial Management Teaneck, New Jersey	$4.28M	+$3.53M	2	0.16%	Increased
312	BA Bard Associates Chicago, Illinois	$4.27M	-$4.79K	1	1.93%	Reduced
313	HW Hedeker Wealth Lincolnshire, Illinois	$4.27M	+$2.69M	1	1.66%	Increased
314	Zurich Cantonal Bank Zurich, Switzerland	$4.26M	+$313K	7	0.03%	Increased
315	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$4.25M	-$1.61M	1	0.23%	Reduced
316	Maven Securities St Helier, Jersey	$4.18M	+$3.93M	1	0.08%	Increased
317	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.16M	+$1.14M	3	0.02%	Increased
318	Great Lakes Advisors Chicago, Illinois	$4.15M	-$107K	1	0.09%	Reduced
319	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.13M	-$741K	3	0.01%	Reduced
320	TCM Tegean Capital Management New York	$4.13M	+$4.3M	2	0.09%	Increased
321	ZCM Zenyatta Capital Management Dover, Delaware	$4.11M	-$2.64M	1	2.39%	Reduced
322	Sit Investment Associates Minneapolis, Minnesota	$4.05M	$0	2	0.12%	Maintained
323	Tudor Investment Corp Stamford, Connecticut	$4.04M	-$1.5M	2	0.09%	Reduced
324	DCP Distillate Capital Partners Chicago, Illinois	$3.99M	+$1.4M	1	0.53%	Increased
325	Crossmark Global Holdings Houston, Texas	$3.98M	+$15.6K	4	0.11%	Increased