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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	DCM Daruma Capital Management New York	$7.19M	+$2.55M	2	0.68%	Increased
202	ZDA Zweig-DiMenna Associates New York	$7.13M	-$7.6M	2	0.59%	Reduced
203	Public Employees Retirement Association of Colorado Denver, Colorado	$7.05M	$0	6	0.04%	Maintained
204	BAMCO Inc New York	$7.03M	+$2.46M	2	0.03%	Increased
205	Employees Retirement System of Texas Austin, Texas	$6.96M	-$1.12M	2	0.09%	Reduced
206	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.85M	+$33K	8	0.12%	Increased
207	GIPM G2 Investment Partners Management New York	$6.81M	-$728K	1	2.48%	Reduced
208	Commonwealth Equity Services Waltham, Massachusetts	$6.65M	-$260K	4	0.03%	Reduced
209	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$6.6M	+$5.92M	1	1.27%	New
210	Assenagon Asset Management Senningerberg, Luxembourg	$6.39M	+$5.73M	1	0.06%	New
211	Massachusetts Financial Services Boston, Massachusetts	$6.38M	-$1.05K	1	0%	Reduced
212	Marshall Wace North America New York	$6.34M	+$6.77M	2	0.04%	New
213	GPCM Granite Point Capital Management Boston, Massachusetts	$6.17M	-$2.44M	3	0.41%	Reduced
214	ORI Oak Ridge Investments Chicago, Illinois	$6.14M	-$181K	1	0.34%	Reduced
215	Putnam Investments Boston, Massachusetts	$6.08M	+$2.27M	3	0.01%	Increased
216	AR Advisory Research Chicago, Illinois	$6.03M	+$714K	3	0.1%	Increased
217	Pacer Advisors Malvern, Pennsylvania	$5.95M	+$497K	3	0.22%	Increased
218	OCM Osterweis Capital Management San Francisco, California	$5.92M	+$1.53M	1	0.38%	Increased
219	FIMG Financial & Investment Management Group Traverse City, Michigan	$5.83M	-$154K	1	1.92%	Reduced
220	BHTS Bar Harbor Trust Services Ellsworth, Maine	$5.83M	+$11.2K	1	2.82%	Increased
221	Sculptor Capital New York	$5.81M	+$2.56M	2	0.03%	Increased
222	ARTA A.R.T. Advisors New York	$5.78M	+$622K	6	0.26%	Increased
223	Allianz Asset Management Munich, Germany	$5.74M	-$12.9M	2	0.01%	Reduced
224	CEP Chicago Equity Partners Chicago, Illinois	$5.71M	+$1.95M	3	0.17%	Increased
225	PAM Premier Asset Management Chicago, Illinois	$5.68M	+$1.95M	1	1.27%	Increased