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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	Comerica Bank Dallas, Texas	$12M	-$1.01M	6	0.1%	Reduced
152	HAM Honeycomb Asset Management New York	$11.6M	+$11.2M	1	2.27%	New
153	AIM Assured Investment Management New York	$11.6M	+$10.2M	4	0.33%	Increased
154	Weiss Multi-Strategy Advisers New York	$11.3M	-$6.84M	4	0.47%	Reduced
155	HBK Investments Dallas, Texas	$10.4M	+$4.9M	3	0.11%	Increased
156	Zacks Investment Management Chicago, Illinois	$10.3M	-$57.1K	1	0.25%	Reduced
157	Guggenheim Capital Chicago, Illinois	$10.3M	-$10.8M	3	0.09%	Reduced
158	MetLife Investment Management Whippany, New Jersey	$10.2M	+$520K	8	0.12%	Increased
159	GW&K Investment Management Boston, Massachusetts	$10.1M	-$1.51M	1	0.2%	Reduced
160	Walleye Trading New York	$10.1M	+$8.81M	6	0.07%	Increased
161	Jacobs Levy Equity Management Florham Park, New Jersey	$9.94M	-$3.82M	3	0.17%	Reduced
162	Arizona State Retirement System Phoenix, Arizona	$9.91M	+$787K	5	0.13%	Increased
163	JGUA John G. Ullman & Associates Corning, New York	$9.36M	-$182K	2	1.89%	Reduced
164	Squarepoint New York	$9.33M	+$558K	8	0.11%	Increased
165	Canada Life Winnipeg, Manitoba, Canada	$9.3M	+$2.32M	7	0.03%	Increased
166	SRC Shufro Rose & Co New York	$9.25M	+$716K	1	1.02%	Increased
167	Polar Asset Management Partners Toronto, Ontario, Canada	$9.24M	-$4.38M	1	0.18%	Reduced
168	BBCM Boardman Bay Capital Management New York	$9.15M	+$774K	6	18.83%	Increased
169	DnB Asset Management Oslo, Norway	$9.13M	+$10.5M	1	0.12%	New
170	Hancock Whitney Gulfport, Mississippi	$9.12M	+$5.16M	2	0.31%	Increased
171	OAM Oxford Asset Management Oxford, United Kingdom	$9.1M	+$10.7M	5	0.24%	New
172	EIM Essex Investment Management Boston, Massachusetts	$8.92M	+$6.47M	3	1.4%	Increased
173	State Board of Administration of Florida Retirement System Tallahassee, Florida	$8.91M	+$11.9K	8	0.03%	Increased
174	Kornitzer Capital Management Shawnee Mission, Kansas	$8.88M	-$8.34M	1	0.18%	Reduced
175	Calamos Advisors Naperville, Illinois	$8.85M	-$298K	1	0.06%	Reduced