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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
326	Hillsdale Investment Management Toronto, Ontario, Canada	$2.76M	+$2.46M	2	0.25%	Increased
327	CCPM Cooper Creek Partners Management New York	$2.74M	-$3.1M	1	0.93%	Reduced
328	RHJA Rice Hall James & Associates San Diego, California	$2.74M	-$295K	2	0.09%	Reduced
329	Vident Investment Advisory Alpharetta, Georgia	$2.72M	-$182K	1	0.15%	Reduced
330	ProShare Advisors Bethesda, Maryland	$2.7M	+$250K	4	0.02%	Increased
331	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.69M	+$39K	4	0.05%	Increased
332	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.68M	-$617K	5	0.18%	Reduced
333	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.67M	$0	1	1.61%	Maintained
334	Simplex Trading Chicago, Illinois	$2.6M	-$997K	5	0.01%	Reduced
335	Advisors Asset Management Monument, Colorado	$2.58M	-$353K	4	0.05%	Reduced
336	Marshall Wace London, United Kingdom	$2.57M	-$14.5M	2	0.02%	Reduced
337	MCIM Meadow Creek Investment Management Atlanta, Georgia	$2.5M	+$222K	5	0.05%	Increased
338	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.43M	+$583K	1	0.59%	Increased
339	PP Paloma Partners Greenwich, Connecticut	$2.39M	+$2.37M	3	0.06%	Increased
340	SL Signition LP New York	$2.35M	-$18.5K	1	1.59%	Reduced
341	LSCM LaSalle Street Capital Management Chicago, Illinois	$2.34M	+$735K	1	2.76%	Increased
342	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.33M	+$2.42M	3	0.31%	Increased
343	SA Springowl Associates New York	$2.32M	+$1.05M	2	3.13%	Increased
344	MCM Maytus Capital Management New York	$2.32M	+$1.97M	1	1.21%	New
345	Virginia Retirement Systems Richmond, Virginia	$2.27M	+$379K	3	0.03%	Increased
346	Advisor Group Phoenix, Arizona	$2.27M	+$580K	8	0.02%	Increased
347	GHCM Glen Harbor Capital Management San Diego, California	$2.26M	+$154K	4	0.05%	Increased
348	Montag & Associates Atlanta, Georgia	$2.24M	+$1.39M	1	0.21%	Increased
349	SRAM Stone Ridge Asset Management New York	$2.2M	+$237K	2	0.13%	Increased
350	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$2.17M	+$2.41M	1	1.15%	New