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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	Barclays London, United Kingdom	$10.2M	-$3.13M	9	0.01%	Reduced
177	Sit Investment Associates Minneapolis, Minnesota	$9.76M	-$546K	2	0.24%	Reduced
178	SEI Investments Oaks, Pennsylvania	$9.64M	-$499K	6	0.04%	Reduced
179	State Board of Administration of Florida Retirement System Tallahassee, Florida	$9.56M	+$441K	7	0.03%	Increased
180	Employees Retirement System of Texas Austin, Texas	$9.48M	-$1.81M	3	0.13%	Reduced
181	Nordea Investment Management Stockholm, Sweden	$9.35M	+$1.53M	4	0.02%	Increased
182	SRFM Shannon River Fund Management New York	$9.26M	+$9.62M	1	3.19%	New
183	BNP Paribas Financial Markets Paris, France	$9.08M	+$6.32M	9	0.02%	Increased
184	Group One Trading Chicago, Illinois	$8.98M	+$3.83M	5	0.1%	Increased
185	Schonfeld Strategic Advisors New York	$8.94M	+$2.67M	3	0.9%	Increased
186	GL GLG LLC New York	$8.67M	+$8.07M	4	0.48%	New
187	Citigroup New York	$8.52M	-$11.9M	9	0.01%	Reduced
188	Weiss Multi-Strategy Advisers New York	$8.26M	+$4.47M	1	0.33%	Increased
189	HHC Hutchin Hill Capital New York	$8.26M	+$3.4M	3	0.23%	Increased
190	Aperio Group Sausalito, California	$8.26M	+$1.54M	6	0.06%	Increased
191	Scout Investments Kansas City, Missouri	$8.13M	-$290K	3	0.22%	Reduced
192	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.08M	-$5.22M	1	0.68%	Reduced
193	GCP GSA Capital Partners London, United Kingdom	$8.03M	+$3.95M	7	0.43%	Increased
194	Walleye Trading New York	$7.92M	+$3.48M	6	0.06%	Increased
195	State of Tennessee, Department of Treasury Nashville, Tennessee	$7.86M	+$3.21M	4	0.04%	Increased
196	Oberweis Asset Management Lisle, Illinois	$7.76M	+$3.27M	2	2.29%	Increased
197	GIPM G2 Investment Partners Management New York	$7.69M	+$2.34M	2	3.02%	Increased
198	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.68M	-$11.5M	1	1.19%	Reduced
199	ZDA Zweig-DiMenna Associates New York	$7.5M	+$7.43M	2	0.69%	New
200	Voloridge Investment Management Jupiter, Florida	$7.41M	-$6.73M	2	0.18%	Reduced