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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	American Century Companies Kansas City, Missouri	$7.97M	-$800K	4	0.01%	Reduced
177	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$7.63M	+$4.73M	3	0.04%	Increased
178	Needham Investment Management New York	$7.59M	-$1.7M	1	1.65%	Reduced
179	Jefferies Group New York	$7.51M	+$4.41M	4	0.04%	Increased
180	PP Patten & Patten Chattanooga, Tennessee	$7.5M	+$2.22M	1	1.09%	Increased
181	NC Northpointe Capital Bloomfield Hills, Michigan	$7.42M	-$2.8M	2	0.87%	Reduced
182	Palisade Capital Management Fort Lee, New Jersey	$7.25M	+$2.85M	3	0.18%	Increased
183	First Trust Advisors Wheaton, Illinois	$7.23M	+$278K	4	0.02%	Increased
184	TC TFS Capital West Chester, Pennsylvania	$7.15M	+$2.66M	3	0.7%	Increased
185	Cubist Systematic Strategies Stamford, Connecticut	$7.01M	+$1.33M	6	0.34%	Increased
186	SC Selz Capital New York	$6.94M	$0	1	1.25%	Maintained
187	Prudential Financial Newark, New Jersey	$6.88M	+$577K	4	0.01%	Increased
188	State of Wisconsin Investment Board Madison, Wisconsin	$6.82M	$0	1	0.02%	Maintained
189	Capstone Investment Advisors New York	$6.8M	+$7.24M	1	0.1%	New
190	Buckingham Strategic Wealth Clayton, Missouri	$6.76M	+$6.24M	1	2.22%	Increased
191	Advent Capital Management New York	$6.68M	+$301K	1	0.1%	Increased
192	ICRM Insight Capital Research & Management Walnut Creek, California	$6.57M	+$518K	1	1.74%	Increased
193	MCM McKinley Capital Management Anchorage, Alaska	$6.53M	+$6.41M	1	0.28%	New
194	State Board of Administration of Florida Retirement System Tallahassee, Florida	$6.39M	+$125K	4	0.02%	Increased
195	BPIM Brant Point Investment Management New York	$6.36M	-$3.83M	1	0.58%	Reduced
196	CAM Contour Asset Management New York	$6.32M	+$6.72M	1	0.31%	New
197	Aperio Group Sausalito, California	$6.25M	-$554K	4	0.06%	Reduced
198	ARM Adirondack Research & Management Guilderland, New York	$6.14M	-$894K	1	2.25%	Reduced
199	SRC Shufro Rose & Co New York	$6.08M	-$1.94M	1	0.65%	Reduced
200	Scout Investments Kansas City, Missouri	$6.01M	+$10.6K	2	0.11%	Increased