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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	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.66M	-$30K	2	0.28%	Reduced
202	BA Bard Associates Chicago, Illinois	$6.53M	-$270K	1	3.03%	Reduced
203	Nordea Investment Management Stockholm, Sweden	$6.44M	+$5.02M	4	0.02%	Increased
204	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$6.22M	+$5.57M	1	4.48%	New
205	Adage Capital Partners Boston, Massachusetts	$6.18M	-$2.19M	1	0.02%	Reduced
206	Summit Partners Public Asset Management Boston, Massachusetts	$6.07M	-$6.01M	2	1.29%	Reduced
207	SC Selz Capital New York	$6.05M	-$3.59M	1	1.55%	Reduced
208	TPSF Texas Permanent School Fund Austin, Texas	$5.99M	-$236K	4	0.08%	Reduced
209	Schonfeld Strategic Advisors New York	$5.95M	-$3.95M	3	0.77%	Reduced
210	SG Americas Securities New York	$5.86M	+$915K	6	0.05%	Increased
211	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.86M	-$2.44M	1	0.52%	Reduced
212	Engineers Gate Manager New York	$5.85M	+$3.31M	3	0.63%	Increased
213	Aperio Group Sausalito, California	$5.82M	-$2.97M	6	0.04%	Reduced
214	Foresters Investment Management New York	$5.71M	+$159K	1	0.1%	Increased
215	US Bancorp Minneapolis, Minnesota	$5.7M	-$545K	8	0.02%	Reduced
216	Mutual of America Capital Management New York	$5.68M	+$960K	2	0.11%	Increased
217	PIM Platinum Investment Management Sydney Australia 2000, Australia	$5.65M	-$262K	2	0.17%	Reduced
218	NIMC NWQ Investment Management Company Los Angeles, California	$5.51M	-$1.17M	1	0.07%	Reduced
219	CC Cipher Capital New York	$5.46M	-$2.88M	3	0.37%	Reduced
220	FIMG Financial & Investment Management Group Traverse City, Michigan	$5.3M	+$1.3M	1	2.04%	Increased
221	Gotham Asset Management New York	$5.29M	+$3.91M	2	0.07%	Increased
222	Jupiter Investment Management London, United Kingdom	$5.27M	+$4.54M	1	0.09%	Increased
223	FRM Foundation Resource Management Little Rock, Arkansas	$5.11M	-$584K	1	0.87%	Reduced
224	Needham Investment Management New York	$5.04M	$0	1	1.29%	Maintained
225	BPIM Brant Point Investment Management New York	$4.98M	+$1.52M	1	0.48%	Increased