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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
151	Prudential Financial Newark, New Jersey	$9.73M	-$298K	6	0.02%	Reduced
152	Comerica Bank Dallas, Texas	$9.65M	-$426K	6	0.08%	Reduced
153	CC Clearline Capital New York	$9.43M	+$4.15M	2	1.87%	Increased
154	Nuveen Charlotte, North Carolina	$9.1M	+$8.94M	3	0.06%	Increased
155	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.1M	+$1.33M	9	0.01%	Increased
156	RHJA Rice Hall James & Associates San Diego, California	$9.06M	-$2.16M	2	0.52%	Reduced
157	UBS Group Zurich, Switzerland	$9.02M	+$1.12M	9	0.01%	Increased
158	Public Employees Retirement Association of Colorado Denver, Colorado	$8.97M	-$200K	6	0.07%	Reduced
159	Mackenzie Financial Toronto Ontario, Ontario, Canada	$8.7M	+$9.88M	2	0.05%	New
160	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$8.61M	+$8.12M	2	0.1%	Increased
161	SIM Spark Investment Management New York	$8.53M	+$3.99M	3	0.8%	Increased
162	Capital Fund Management (CFM) Paris, France	$8.53M	+$3.76M	6	0.08%	Increased
163	DCM Dynamic Capital Management St. Helier, Jersey	$8.51M	+$7.38M	1	1%	Increased
164	HAM Hillcrest Asset Management Plano, Texas	$8.39M	-$26.9K	1	2.12%	Reduced
165	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.28M	+$1.06M	7	0.06%	Increased
166	Aperio Group Sausalito, California	$8.21M	+$2.04M	4	0.06%	Increased
167	HA Heartland Advisors Milwaukee, Wisconsin	$8.18M	+$1.18M	1	0.46%	Increased
168	VAM Visium Asset Management New York	$8.05M	-$3.82M	1	0.56%	Reduced
169	RSCM Rail-Splitter Capital Management Chicago, Illinois	$7.95M	-$6.04M	1	1.91%	Reduced
170	ARTA A.R.T. Advisors New York	$7.92M	+$4.94M	7	0.4%	Increased
171	MTIP Magee Thomson Investment Partners San Diego, California	$7.92M	+$586K	1	2.77%	Increased
172	AAM Aureus Asset Management Boston, Massachusetts	$7.91M	-$2.19M	2	1.7%	Reduced
173	Employees Retirement System of Texas Austin, Texas	$7.71M	+$686K	2	0.11%	Increased
174	Stephens Investment Management Group Houston, Texas	$7.64M	+$1.82M	1	0.25%	Increased
175	Citigroup New York	$7.49M	-$4.27M	9	0.01%	Reduced