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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
351	DBG De Burlo Group Boston, Massachusetts	$1.59M	+$1.43M	1	0.35%	New
352	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.59M	+$983K	3	0.02%	Increased
353	Hotchkis & Wiley Capital Management Los Angeles, California	$1.56M	+$347K	2	0.01%	Increased
354	HIM Herald Investment Management London, United Kingdom	$1.54M	+$529K	2	0.46%	Increased
355	ACM Altalis Capital Management New York	$1.53M	-$2.38M	1	1.87%	Reduced
356	Man Group London, United Kingdom	$1.53M	+$1.46M	2	0.01%	New
357	EMG Ellington Management Group Old Greenwich, Connecticut	$1.51M	+$1.21M	2	0.11%	Increased
358	SWM Segment Wealth Management Houston, Texas	$1.51M	-$25.8K	1	0.37%	Reduced
359	3C 361 Capital Denver, Colorado	$1.5M	+$1.37M	1	0.37%	New
360	PIA Piedmont Investment Advisors Durham, North Carolina	$1.49M	+$228K	3	0.04%	Increased
361	UM Ulysses Management New York	$1.48M	+$1.84M	2	0.14%	New
362	WAM World Asset Management Detroit, Michigan	$1.47M	-$345K	2	0.07%	Reduced
363	Capital Markets Trading (UK) London, United Kingdom	$1.47M	-$136K	1	0.07%	Reduced
364	Jennison Associates New York	$1.43M	-$35.9M	2	0%	Reduced
365	M&T Bank Buffalo, New York	$1.42M	-$87.9K	2	0.01%	Reduced
366	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.38M	+$8.33K	1	0.02%	Increased
367	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.37M	+$695K	2	1.05%	Increased
368	ALPS Advisors Denver, Colorado	$1.37M	+$74.6K	4	0.01%	Increased
369	State of Michigan Retirement System Lansing, Michigan	$1.36M	+$30.6K	1	0.01%	Increased
370	Xact Kapitalforvaltning Stockholm, Sweden	$1.33M	+$338K	3	0.03%	Increased
371	1832 Asset Management Toronto, Ontario, Canada	$1.32M	+$1.18M	1	0%	Increased
372	NM Newtyn Management New York	$1.31M	-$5.19M	1	0.23%	Reduced
373	EP Elkfork Partners Portland, Oregon	$1.31M	+$13.3K	5	0.04%	Increased
374	Advent Capital Management New York	$1.29M	+$1.18M	1	0.03%	New
375	CC Cipher Capital New York	$1.29M	+$328K	2	0.16%	Increased