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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	Hancock Whitney Gulfport, Mississippi	$8.2M	+$8.97M	1	0.35%	New
202	TPSF Texas Permanent School Fund Austin, Texas	$8.13M	+$343K	5	0.1%	Increased
203	BA Bard Associates Chicago, Illinois	$7.87M	-$131K	1	3.66%	Reduced
204	HP Hound Partners New York	$7.85M	+$8.58M	1	0.19%	New
205	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.75M	-$15.3K	1	1.03%	Reduced
206	CAM Cortina Asset Management Milwaukee, Wisconsin	$7.74M	-$73.5K	1	0.32%	Reduced
207	Arrowstreet Capital Boston, Massachusetts	$7.58M	-$16.8M	1	0.02%	Reduced
208	Envestnet Asset Management Chicago, Illinois	$7.54M	+$40.9K	7	0.02%	Increased
209	Putnam Investments Boston, Massachusetts	$7.45M	+$3.56M	4	0.02%	Increased
210	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.33M	+$372K	6	0.09%	Increased
211	Driehaus Capital Management Chicago, Illinois	$7.31M	-$979K	1	0.28%	Reduced
212	GIPM G2 Investment Partners Management New York	$7.25M	-$961K	1	2.87%	Reduced
213	Two Sigma Advisers New York	$7.12M	-$4.24M	3	0.02%	Reduced
214	Scout Investments Kansas City, Missouri	$6.9M	-$286K	1	0.19%	Reduced
215	FIMG Financial & Investment Management Group Traverse City, Michigan	$6.89M	+$9.07K	1	2.28%	Increased
216	GCM Goldman Capital Management New York	$6.77M	-$6M	1	6.4%	Reduced
217	Empyrean Capital Partners Los Angeles, California	$6.76M	-$16.7M	1	0.26%	Reduced
218	Nuveen Charlotte, North Carolina	$6.6M	-$2.75M	2	0.04%	Reduced
219	PC Pier Capital Stamford, Connecticut	$6.59M	+$7.05M	1	1.14%	New
220	HSA Hussman Strategic Advisors Ellicott City, Maryland	$6.51M	$0	2	1.58%	Maintained
221	Cubist Systematic Strategies Stamford, Connecticut	$6.51M	+$5.59M	6	0.36%	Increased
222	CCPM Cooper Creek Partners Management New York	$6.47M	+$3.86M	1	3.83%	Increased
223	Curi RMB Capital Chicago, Illinois	$6.29M	-$10.4K	1	0.16%	Reduced
224	Bridgeway Capital Management Houston, Texas	$6.26M	+$496K	3	0.07%	Increased
225	IIA IPG Investment Advisors San Diego, California	$6.26M	-$81K	2	2.16%	Reduced