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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
426	QIM Quantitative Investment Management Charlottesville, Virginia	$822K	+$771K	3	0.04%	New
427	Oregon Public Employees Retirement Fund Tigard, Oregon	$787K	+$30.3K	1	0.02%	Increased
428	Bessemer Group Woodbridge, New Jersey	$778K	+$35.1K	4	0%	Increased
429	Trexquant Investment Stamford, Connecticut	$774K	-$3.45M	2	0.09%	Reduced
430	Zurich Cantonal Bank Zurich, Switzerland	$770K	+$540K	6	0.01%	Increased
431	PPCM Pillar Pacific Capital Management Pacifica, California	$766K	$0	2	0.13%	Maintained
432	Baird Financial Group Milwaukee, Wisconsin	$764K	+$27.3K	2	0.01%	Increased
433	HIP Hatteras Investment Partners Raleigh, North Carolina	$760K	+$147K	2	2.08%	Increased
434	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$737K	-$1.27M	4	0.29%	Reduced
435	Quantbot Technologies New York	$736K	+$511K	6	0.12%	Increased
436	Ameritas Investment Partners Lincoln, Nebraska	$720K	+$10.9K	2	0.05%	Increased
437	ACM Ativo Capital Management Chicago, Illinois	$705K	-$109K	1	0.19%	Reduced
438	FIM Freedom Investment Management Hartford, Connecticut	$696K	+$238K	3	0.05%	Increased
439	VCM Voce Capital Management San Francisco, California	$689K	+$590K	1	0.71%	New
440	Suntrust Banks Atlanta, Georgia	$682K	-$211K	2	0%	Reduced
441	LCM Landscape Capital Management Englewood, New Jersey	$662K	+$488K	1	0.08%	New
442	ICRM Insight Capital Research & Management Walnut Creek, California	$660K	+$486K	1	0.2%	New
443	BlackRock Japan Tokyo, Japan	$646K	+$167K	5	0%	Increased
444	IA Icon Advisers Greenwood Village, Colorado	$639K	-$795K	1	0.05%	Reduced
445	WI Wafra Inc New York	$636K	+$469K	1	0.07%	New
446	FIM Fernwood Investment Management Quincy, Massachusetts	$635K	-$19.6K	1	0.64%	Reduced
447	ZCM Zebra Capital Management Stamford, Connecticut	$607K	+$95.9K	1	0.24%	Increased
448	Paradigm Capital Management Inc Albany, New York	$589K	+$573K	1	0.07%	New
449	SW SVB Wealth Boston, Massachusetts	$588K	+$30.5K	2	0.02%	Increased
450	FMA FNY Managed Accounts New York	$569K	+$509K	1	1%	New