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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	ACB Aristotle Capital Boston Boston, Massachusetts	$7.03M	-$1.01M	1	0.33%	Reduced
202	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7M	+$32.3K	5	0.08%	Increased
203	Putnam Investments Boston, Massachusetts	$6.95M	-$4.02M	4	0.02%	Reduced
204	Oberweis Asset Management Lisle, Illinois	$6.89M	+$1.89M	2	1.81%	Increased
205	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.75M	+$1.13M	5	0.27%	Increased
206	Zacks Investment Management Chicago, Illinois	$6.39M	+$116K	1	0.14%	Increased
207	Commonwealth Equity Services Waltham, Massachusetts	$6.31M	+$1.3M	4	0.03%	Increased
208	VOYA Investment Management Atlanta, Georgia	$6.28M	-$9.07M	8	0.01%	Reduced
209	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.28M	-$203K	5	0.04%	Reduced
210	Gotham Asset Management New York	$6.19M	-$11.3M	2	0.09%	Reduced
211	ArrowMark Colorado Holdings Denver, Colorado	$6.06M	+$9.41M	1	0.06%	New
212	Public Employees Retirement Association of Colorado Denver, Colorado	$6.05M	+$66.5K	6	0.04%	Increased
213	GIPM G2 Investment Partners Management New York	$6M	-$156K	2	2.36%	Reduced
214	Walleye Trading New York	$5.94M	-$2.67M	6	0.03%	Reduced
215	GPCM Granite Point Capital Management Boston, Massachusetts	$5.72M	-$904K	2	0.55%	Reduced
216	Advisors Capital Management Ridgewood, New Jersey	$5.47M	+$3M	2	0.41%	Increased
217	STRS Ohio Columbus, Ohio	$5.42M	-$280K	3	0.02%	Reduced
218	BHTS Bar Harbor Trust Services Ellsworth, Maine	$5.35M	+$5.27M	1	2.95%	New
219	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.32M	+$99.7K	7	0.08%	Increased
220	GFA Gifford Fong Associates Lafayette, California	$5.23M	+$4.76M	1	2.14%	New
221	Two Sigma Advisers New York	$5.2M	+$2.32M	3	0.01%	Increased
222	CCI Columbus Circle Investors	$5.18M	+$5.49M	1	0.11%	New
223	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.13M	+$6.37M	1	0.03%	New
224	Massachusetts Financial Services Boston, Massachusetts	$5.07M	+$1M	1	0%	Increased
225	CCPM Cooper Creek Partners Management New York	$5.04M	+$4.68M	1	2.85%	New