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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
176	Hancock Whitney Gulfport, Mississippi	$7.15M	+$773K	1	0.28%	Increased
177	TCM Tieton Capital Management Yakima, Washington	$7.12M	-$50.2K	1	4.44%	Reduced
178	DP DW Partners New York	$7.05M	+$7.13M	1	0.89%	New
179	AIM Act II Management New York	$7.01M	+$327K	1	1.64%	Increased
180	SAC Capital Advisors Stamford, Connecticut	$6.97M	-$26.8M	4	0.04%	Reduced
181	D.E. Shaw & Co New York	$6.89M	-$8.65M	4	0.01%	Reduced
182	Lazard Asset Management New York	$6.89M	+$5.57M	3	0.02%	Increased
183	Comerica Bank Dallas, Texas	$6.87M	+$270K	5	0.05%	Increased
184	PRCM Pine River Capital Management Minnetonka, Minnesota	$6.76M	+$929K	1	0.1%	Increased
185	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$6.7M	-$2.66M	2	1.49%	Reduced
186	Swiss National Bank Zurich, Switzerland	$6.65M	+$1.48M	5	0.03%	Increased
187	OFC Open Field Capital New York, United States	$6.63M	+$503K	1	5.78%	Increased
188	ProShare Advisors Bethesda, Maryland	$6.62M	+$3.53M	6	0.08%	Increased
189	GACM Green Arrow Capital Management New York	$6.51M	+$1.44M	2	0.55%	Increased
190	Jefferies Group New York	$6.47M	-$6.78M	4	0.06%	Reduced
191	Canada Life Winnipeg, Manitoba, Canada	$6.21M	+$3.15M	5	0.02%	Increased
192	State of Michigan Retirement System Lansing, Michigan	$6.08M	+$18.1K	3	0.05%	Increased
193	Nuveen Charlotte, North Carolina	$6.01M	-$487K	5	0.04%	Reduced
194	ACM Argent Capital Management St Louis, Missouri	$5.99M	+$2.77M	2	0.33%	Increased
195	Cullen/Frost Bankers San Antonio, Texas	$5.95M	+$1.04M	1	0.26%	Increased
196	Hennessy Advisors Inc Novato, California	$5.92M	-$4.7K	1	0.22%	Reduced
197	Hood River Capital Management Palm Beach Gardens, Florida	$5.89M	-$401K	1	0.79%	Reduced
198	VAS Valicenti Advisory Services Elmira, New York	$5.87M	-$26K	2	3.71%	Reduced
199	SG Americas Securities New York	$5.84M	+$144K	3	0.03%	Increased
200	State Board of Administration of Florida Retirement System Tallahassee, Florida	$5.67M	+$278K	4	0.02%	Increased