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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	Stephens Investment Management Group Houston, Texas	$8.04M	+$7.19M	1	0.28%	New
202	GPCM Greenbrier Partners Capital Management Dallas, Texas	$8.03M	$0	1	2.13%	Maintained
203	State Board of Administration of Florida Retirement System Tallahassee, Florida	$7.89M	-$79.9K	6	0.03%	Reduced
204	Thrivent Financial for Lutherans Minneapolis, Minnesota	$7.88M	-$1.14M	4	0.04%	Reduced
205	Employees Retirement System of Texas Austin, Texas	$7.81M	+$131K	2	0.11%	Increased
206	SG Americas Securities New York	$7.71M	-$9.83M	5	0.06%	Reduced
207	HA Heartland Advisors Milwaukee, Wisconsin	$7.62M	+$1.99M	1	0.4%	Increased
208	Great Lakes Advisors Chicago, Illinois	$7.57M	-$3.73M	2	0.21%	Reduced
209	PP Patten & Patten Chattanooga, Tennessee	$7.54M	+$381K	1	1.08%	Increased
210	HBK Investments Dallas, Texas	$7.51M	+$4.78M	3	0.07%	Increased
211	Group One Trading Chicago, Illinois	$7.29M	+$3.1M	4	0.1%	Increased
212	QAM Quentec Asset Management New York	$7.27M	+$2.85M	2	0.95%	Increased
213	First Trust Advisors Wheaton, Illinois	$7.26M	+$128K	6	0.02%	Increased
214	Oberweis Asset Management Lisle, Illinois	$7.23M	-$743K	3	2.09%	Reduced
215	Loews Corp New York	$7.23M	-$4.44M	1	0.06%	Reduced
216	GCM Goldman Capital Management New York	$7.18M	+$183K	1	5.43%	Increased
217	Sit Investment Associates Minneapolis, Minnesota	$7.07M	-$66.5K	1	0.13%	Reduced
218	FRM Foundation Resource Management Little Rock, Arkansas	$7.01M	-$77.2K	1	1.44%	Reduced
219	CC Clearline Capital New York	$6.93M	+$6.73M	1	1.74%	New
220	PEAK6 Group Chicago, Illinois	$6.92M	+$2.18M	3	0.06%	Increased
221	Highbridge Capital Management New York	$6.91M	+$3.89M	3	0.11%	Increased
222	Fisher Asset Management Camas, Washington	$6.75M	-$22.8K	3	0.01%	Reduced
223	TCM Tieton Capital Management Yakima, Washington	$6.72M	-$548K	1	6.43%	Reduced
224	Parallax Volatility Advisers San Francisco, California	$6.71M	+$3.85M	2	0.01%	Increased
225	SRC Shufro Rose & Co New York	$6.71M	-$126K	1	0.75%	Reduced