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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
201	CCM Cadence Capital Management Boston, Massachusetts	$5.91M	+$1.31M	2	0.33%	Increased
202	HCM Horrell Capital Management Little Rock, Arkansas	$5.91M	+$3.51M	1	3.57%	Increased
203	BNP Paribas Financial Markets Paris, France	$5.86M	+$2.56M	8	0.02%	Increased
204	AQR Capital Management Greenwich, Connecticut	$5.83M	+$2.37M	5	0.01%	Increased
205	VAS Valicenti Advisory Services Elmira, New York	$5.75M	-$51.8K	2	3.68%	Reduced
206	ACM Argent Capital Management St Louis, Missouri	$5.68M	+$402K	1	0.26%	Increased
207	Creative Planning Overland Park, Kansas	$5.55M	+$1.05M	3	0.05%	Increased
208	TCM Tygh Capital Management Portland, Oregon	$5.52M	-$3.99M	1	0.99%	Reduced
209	ACI AMP Capital Investors Sydney, Australia	$5.49M	-$1.46M	3	0.04%	Reduced
210	SAM Silverback Asset Management Chapel Hill, North Carolina	$5.46M	+$5.27M	1	0.75%	New
211	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.41M	-$4.01K	1	0.99%	Reduced
212	Bridgeway Capital Management Houston, Texas	$5.41M	+$2.86M	3	0.11%	Increased
213	OAM Oxford Asset Management Oxford, United Kingdom	$5.4M	-$2M	2	0.15%	Reduced
214	BNP Paribas Asset Management Paris, France	$5.33M	+$5.15M	2	0.04%	New
215	State of Michigan Retirement System Lansing, Michigan	$5.28M	+$103K	2	0.04%	Increased
216	HBK Investments Dallas, Texas	$4.99M	+$778K	2	0.05%	Increased
217	Voloridge Investment Management Jupiter, Florida	$4.94M	+$4.77M	2	0.25%	New
218	Raymond James & Associates St Petersburg, Florida	$4.85M	-$91.9K	2	0.02%	Reduced
219	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.83M	+$4.1M	1	0.29%	Increased
220	GIPM G2 Investment Partners Management New York	$4.74M	+$2.05M	1	1.73%	Increased
221	BA Bard Associates Chicago, Illinois	$4.73M	-$143K	1	2.35%	Reduced
222	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$4.6M	+$4.52M	1	0.87%	New
223	HA Heartland Advisors Milwaukee, Wisconsin	$4.6M	-$4.17M	1	0.13%	Reduced
224	CCM Coe Capital Management Highland Park, Illinois	$4.59M	+$672K	4	1.67%	Increased
225	Cullen/Frost Bankers San Antonio, Texas	$4.57M	+$211K	1	0.17%	Increased