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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	BAPIM British Airways Pensions Investment Management London, United Kingdom	$3.11M	-$6.02M	1	0.12%	Reduced
327	SCM Stanley Capital Management Houston, Texas	$3.08M	+$562K	1	2.13%	Increased
328	ACM Argent Capital Management St Louis, Missouri	$3.06M	-$714K	2	0.12%	Reduced
329	LMR Partners London, United Kingdom	$3.04M	+$2.84M	1	0.06%	Increased
330	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.98M	-$905K	3	0.03%	Reduced
331	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$2.98M	+$3.95M	1	0.04%	New
332	ACM AlphaCrest Capital Management New York	$2.97M	+$2.47M	3	0.32%	Increased
333	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.97M	+$3.72M	2	0.03%	Increased
334	FP Foundry Partners Minneapolis, Minnesota	$2.93M	+$1M	2	0.14%	Increased
335	CAM Cozad Asset Management Champaign, Illinois	$2.92M	-$252K	1	0.55%	Reduced
336	HJIM Henry James International Management New York	$2.89M	+$79.6K	1	1.18%	Increased
337	Public Employees Retirement Association of Colorado Denver, Colorado	$2.87M	$0	6	0.02%	Maintained
338	FCA FinTrust Capital Advisors Greenville, South Carolina	$2.86M	+$932K	3	0.56%	Increased
339	Winton Group London, United Kingdom	$2.84M	+$884K	3	0.09%	Increased
340	Wolverine Trading Chicago, Illinois	$2.83M	+$939K	6	0.01%	Increased
341	PFC Phocas Financial Corp Alameda, California	$2.8M	+$746K	1	0.48%	Increased
342	Burney Company Reston, Virginia	$2.79M	+$831K	1	0.17%	Increased
343	SAM Sycomore Asset Management Paris, France	$2.76M	+$3.38M	2	0.81%	New
344	TCM Tieton Capital Management Yakima, Washington	$2.71M	-$495K	1	2.68%	Reduced
345	DTL Dynamic Technology Lab Singapore	$2.71M	+$1.83M	4	0.44%	Increased
346	Martingale Asset Management Boston, Massachusetts	$2.67M	+$615K	2	0.03%	Increased
347	Brinker Capital Investments Berwyn, Pennsylvania	$2.65M	+$3.28M	4	0.05%	New
348	IAS IMA Advisory Services Denver, Colorado	$2.64M	-$20.1K	1	0.89%	Reduced
349	WSC Wellington Shields & Co New York	$2.64M	+$2.87M	1	1.11%	New
350	FWC First Washington Corp Seattle, Washington	$2.63M	-$473K	1	1.58%	Reduced