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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	SAM Symphony Asset Management San Francisco, California	$6.26M	+$2.55M	3	0.69%	Increased
202	TCM Tieton Capital Management Yakima, Washington	$6.24M	+$1.71M	1	4.89%	Increased
203	HSA Hussman Strategic Advisors Ellicott City, Maryland	$6.08M	+$1.26M	2	0.86%	Increased
204	CAM Contour Asset Management New York	$6.04M	+$41.3K	1	0.36%	Increased
205	MAM Myriad Asset Management North Point, Hong Kong	$6.02M	+$6.62M	1	0.59%	New
206	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$5.94M	-$4.14M	2	0.43%	Reduced
207	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.88M	+$5.97M	1	0.07%	New
208	SEI Investments Oaks, Pennsylvania	$5.86M	+$2.53M	6	0.04%	Increased
209	SRC Shufro Rose & Co New York	$5.85M	-$72.1K	1	0.67%	Reduced
210	Buckingham Strategic Wealth Clayton, Missouri	$5.83M	-$5.3K	1	1.96%	Reduced
211	Scout Investments Kansas City, Missouri	$5.68M	-$321K	2	0.14%	Reduced
212	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.68M	-$201K	2	0.39%	Reduced
213	Fisher Asset Management Camas, Washington	$5.63M	+$432K	3	0.01%	Increased
214	Allianz Asset Management Munich, Germany	$5.55M	+$5.93M	3	0.01%	New
215	BlueCrest Capital Management St Helier, Jersey	$5.52M	+$5.12M	3	0.23%	Increased
216	KRC Kingdom Ridge Capital White Plains, New York	$5.52M	+$6.12M	1	3.1%	New
217	MHP Manatuck Hill Partners Westport, Connecticut	$5.49M	+$4.51M	2	1.84%	New
218	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.35M	-$7.71M	1	0.06%	Reduced
219	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.16M	+$5.67M	1	0.01%	New
220	State of Michigan Retirement System Lansing, Michigan	$5.15M	-$142K	2	0.04%	Reduced
221	HighTower Advisors Chicago, Illinois	$5.13M	+$1.27M	3	0.06%	Increased
222	SAM Silverback Asset Management Chapel Hill, North Carolina	$5.07M	-$1.91M	1	1.21%	Reduced
223	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$5.02M	-$1.88M	4	0.03%	Reduced
224	Group One Trading Chicago, Illinois	$4.99M	+$250K	3	0.06%	Increased
225	PEAK6 Group Chicago, Illinois	$4.98M	+$3.31M	5	0.03%	Increased