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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	Old Mission Capital Chicago, Illinois	$11.5M	+$12M	1	0.97%	New
177	Raymond James Financial Services Advisors St. Petersburg, Florida	$11.5M	+$3.42M	7	0.07%	Increased
178	MAI Marble Arch Investments New York	$11.4M	+$12.4M	1	0.75%	New
179	BBCM Boardman Bay Capital Management New York	$11.1M	+$1.66M	3	11.13%	Increased
180	Employees Retirement System of Texas Austin, Texas	$11M	+$3.14M	3	0.14%	Increased
181	PP Patten & Patten Chattanooga, Tennessee	$11M	+$1.8M	2	1.15%	Increased
182	Polar Asset Management Partners Toronto, Ontario, Canada	$10.8M	-$5.46M	1	0.22%	Reduced
183	ACM Argent Capital Management St Louis, Missouri	$10.6M	+$1.27M	3	0.41%	Increased
184	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.3M	+$674K	8	0.03%	Increased
185	SRFM Shannon River Fund Management New York	$9.62M	-$14.3M	2	3.15%	Reduced
186	ArrowMark Colorado Holdings Denver, Colorado	$9.57M	$0	1	0.11%	Maintained
187	PP PDT Partners New York	$9.5M	-$600K	1	0.31%	Reduced
188	BTP Bloom Tree Partners New York	$9.45M	-$3.12M	1	0.95%	Reduced
189	GPCM Granite Point Capital Management Boston, Massachusetts	$9.41M	-$3.45M	3	1.98%	Reduced
190	Citigroup New York	$9.17M	+$406K	9	0.01%	Increased
191	SCA Summit Creek Advisors Minneapolis, Minnesota	$9.14M	-$521K	1	1.8%	Reduced
192	Mutual of America Capital Management New York	$8.94M	-$1.68M	4	0.15%	Reduced
193	Madison Investment Holdings Madison, Wisconsin	$8.85M	+$2.63M	1	0.16%	Increased
194	Zacks Investment Management Chicago, Illinois	$8.84M	-$3.06M	2	0.21%	Reduced
195	JCM Jafra Capital Management New York	$8.72M	-$3.62M	2	3.25%	Reduced
196	Needham Investment Management New York	$8.53M	+$1.61M	3	2.16%	Increased
197	Prudential plc London, England, United Kingdom	$8.36M	+$9.14M	1	0.03%	New
198	Sit Investment Associates Minneapolis, Minnesota	$8.36M	-$110K	2	0.21%	Reduced
199	Castleark Management Chicago, Illinois	$8.34M	-$1.93M	1	0.26%	Reduced
200	Sculptor Capital New York	$8.21M	+$9.01M	2	0.04%	New