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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
376	IP Intellectus Partners San Francisco, California	$3.02M	+$329K	1	0.83%	Increased
377	DCM Dupont Capital Management Wilmington, Delaware	$3.02M	-$816K	4	0.07%	Reduced
378	Parallax Volatility Advisers San Francisco, California	$3.01M	-$7.22M	5	0%	Reduced
379	Quantbot Technologies New York	$2.99M	+$2.33M	4	0.28%	Increased
380	HWM Hohimer Wealth Management Seattle, Washington	$2.99M	+$489K	1	0.73%	Increased
381	Teacher Retirement System of Texas Austin, Texas	$2.96M	+$578K	5	0.02%	Increased
382	APF Alaska Permanent Fund Juneau, Alaska	$2.95M	$0	1	0.05%	Maintained
383	MC Maplelane Capital New York	$2.94M	-$1.81M	1	0.06%	Reduced
384	TC TwinBeech Capital Purchase, New York	$2.93M	+$2.95M	2	0.43%	New
385	Creative Planning Overland Park, Kansas	$2.93M	+$845K	6	0.01%	Increased
386	HJIM Henry James International Management New York	$2.93M	+$1.46K	1	0.88%	Increased
387	ACM AlphaCrest Capital Management New York	$2.89M	+$1.36M	4	0.16%	Increased
388	Empowered Funds Havertown, Pennsylvania	$2.83M	$0	1	0.54%	Maintained
389	HP Harvey Partners Tarrytown, New York	$2.82M	+$152K	1	1.95%	Increased
390	GP Girard Partners King Of Prussia, Pennsylvania	$2.81M	+$558K	1	0.41%	Increased
391	QIM Quantitative Investment Management Charlottesville, Virginia	$2.75M	+$2.7M	4	0.23%	Increased
392	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.74M	$0	3	0.95%	Maintained
393	Winton Group London, United Kingdom	$2.74M	+$1.26M	4	0.16%	Increased
394	E Ergoteles New York	$2.69M	+$2.83M	1	0.08%	New
395	Old Mission Capital Chicago, Illinois	$2.69M	+$2.82M	2	0.15%	New
396	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.67M	-$350K	1	0.27%	Reduced
397	DTL Dynamic Technology Lab Singapore	$2.64M	-$93.2K	2	0.3%	Reduced
398	WA Winfield Associates Cleveland, Ohio	$2.53M	+$455K	1	1.03%	Increased
399	Oppenheimer & Co New York	$2.51M	+$1.63M	2	0.05%	Increased
400	Xponance Philadelphia, Pennsylvania	$2.49M	-$168K	3	0.05%	Reduced