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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	Raymond James & Associates St Petersburg, Florida	$6.8M	+$1.05M	5	0.02%	Increased
202	SIM Spark Investment Management New York	$6.74M	-$4.49M	3	0.55%	Reduced
203	HA Heartland Advisors Milwaukee, Wisconsin	$6.36M	-$1.97M	1	0.37%	Reduced
204	Fisher Asset Management Camas, Washington	$6.33M	-$1.58M	3	0.01%	Reduced
205	JGC J. Goldman & Co New York	$6.32M	+$4.77M	1	0.36%	Increased
206	First Trust Advisors Wheaton, Illinois	$6.22M	-$663K	5	0.02%	Reduced
207	BCM Barometer Capital Management Toronto, Ontario, Canada	$6.22M	+$4.9M	1	0.69%	New
208	LSV Asset Management Chicago, Illinois	$6.2M	+$334K	2	0.01%	Increased
209	Legal & General Group London, United Kingdom	$6.13M	+$2.76M	9	0.01%	Increased
210	DCM Dynamic Capital Management St. Helier, Jersey	$6.06M	-$3.66M	2	0.78%	Reduced
211	US Bancorp Minneapolis, Minnesota	$5.99M	-$27.8K	8	0.02%	Reduced
212	Panagora Asset Management Boston, Massachusetts	$5.99M	+$350K	6	0.03%	Increased
213	TCM Tieton Capital Management Yakima, Washington	$5.93M	-$111K	1	5.09%	Reduced
214	PIM Platinum Investment Management Sydney Australia 2000, Australia	$5.79M	-$16.1M	2	0.14%	Reduced
215	PC Pier Capital Stamford, Connecticut	$5.78M	+$4.56M	1	1.03%	New
216	Empyrean Capital Partners Los Angeles, California	$5.77M	+$6.18M	1	0.29%	New
217	TPSF Texas Permanent School Fund Austin, Texas	$5.75M	+$319K	4	0.08%	Increased
218	Foresters Investment Management New York	$5.72M	+$4.51M	1	0.11%	New
219	Virtu KCG Holdings New York	$5.66M	-$56.2K	6	0.13%	Reduced
220	QS Investors New York	$5.62M	-$48.7K	4	0.04%	Reduced
221	BA Bard Associates Chicago, Illinois	$5.59M	-$80.3K	1	2.73%	Reduced
222	Crossmark Global Holdings Houston, Texas	$5.56M	+$4.49M	6	0.14%	New
223	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.45M	-$7.89M	1	0.05%	Reduced
224	SG Americas Securities New York	$5.26M	-$4M	9	0.06%	Reduced
225	TIM Thompson Investment Management Madison, Wisconsin	$5.22M	-$197K	1	1%	Reduced