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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.77M	+$143K	8	0.06%	Increased
177	Aperio Group Sausalito, California	$7.57M	+$1.43M	3	0.08%	Increased
178	SC Selz Capital New York	$7.51M	$0	1	2.07%	Maintained
179	AAM Aureus Asset Management Boston, Massachusetts	$7.44M	+$555K	2	1.85%	Increased
180	Prudential Financial Newark, New Jersey	$7.36M	+$1.5M	5	0.01%	Increased
181	GCM Goldman Capital Management New York	$7.33M	+$5.05M	1	5.23%	Increased
182	NAM Nichols Asset Management Sudbury, Massachusetts	$7.25M	+$8.08M	1	1.62%	New
183	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.18M	-$2.85M	4	0.04%	Reduced
184	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$7.16M	+$47.1K	4	0.05%	Increased
185	Comerica Bank Dallas, Texas	$7.08M	-$7.04M	4	0.07%	Reduced
186	Pinnacle Associates New York	$7.08M	+$7.91M	1	0.16%	New
187	PP PDT Partners New York	$6.88M	-$580K	3	0.15%	Reduced
188	Panagora Asset Management Boston, Massachusetts	$6.82M	+$6.26M	5	0.04%	Increased
189	SAM Silverback Asset Management Chapel Hill, North Carolina	$6.8M	+$2.27M	1	0.71%	Increased
190	ICRM Insight Capital Research & Management Walnut Creek, California	$6.78M	+$724K	1	2.05%	Increased
191	State Board of Administration of Florida Retirement System Tallahassee, Florida	$6.75M	+$1.15M	5	0.03%	Increased
192	Advent Capital Management New York	$6.71M	+$970K	1	0.1%	Increased
193	Two Sigma Advisers New York	$6.7M	+$3.77M	3	0.04%	Increased
194	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.7M	+$6.78M	2	0.11%	Increased
195	ARTA A.R.T. Advisors New York	$6.64M	-$4.94M	4	0.25%	Reduced
196	Public Employees Retirement Association of Colorado Denver, Colorado	$6.6M	+$202K	6	0.06%	Increased
197	BNP Paribas Financial Markets Paris, France	$6.47M	+$1.39M	9	0.02%	Increased
198	State of Wisconsin Investment Board Madison, Wisconsin	$6.39M	+$477K	2	0.02%	Increased
199	Bridgeway Capital Management Houston, Texas	$6.39M	+$2.26M	4	0.13%	Increased
200	Engineers Gate Manager New York	$6.39M	+$3.62M	2	0.54%	Increased