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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	Capital Markets Trading (UK) London, United Kingdom	$6.71M	+$991K	1	0.37%	Increased
202	ARM Adirondack Research & Management Guilderland, New York	$6.7M	-$5.63M	4	4.19%	Reduced
203	SC Selz Capital New York	$6.4M	+$6.17M	1	1.88%	New
204	Advisors Capital Management Ridgewood, New Jersey	$6.36M	-$1.06M	2	0.46%	Reduced
205	Prudential plc London, England, United Kingdom	$6.26M	-$629K	1	0.03%	Reduced
206	Nomura Holdings Tokyo, Japan	$6.13M	+$410K	4	0.02%	Increased
207	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.09M	+$3.87K	1	4.36%	Increased
208	Maverick Capital Dallas, Texas	$6.05M	-$29.4M	1	0.09%	Reduced
209	Needham Investment Management New York	$6.05M	-$349K	2	2.27%	Reduced
210	CCPM Cooper Creek Partners Management New York	$6.01M	-$1.04M	1	2.37%	Reduced
211	SI Sensato Investors San Francisco, California	$6M	+$5.78M	1	1.59%	New
212	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.94M	+$289K	8	0.12%	Increased
213	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$5.85M	-$2.32M	5	0.08%	Reduced
214	ACM Argent Capital Management St Louis, Missouri	$5.84M	-$2.81M	3	0.29%	Reduced
215	IIA IPG Investment Advisors San Diego, California	$5.82M	-$2.92M	1	2.22%	Reduced
216	BCM Bayesian Capital Management Brooklyn, New York	$5.74M	+$786K	4	1.18%	Increased
217	Group One Trading Chicago, Illinois	$5.64M	+$4.14M	7	0.05%	Increased
218	BA Bard Associates Chicago, Illinois	$5.62M	-$190K	1	3.25%	Reduced
219	Marshall Wace North America New York	$5.61M	-$283K	3	0.05%	Reduced
220	HL Financial Services Louisville, Kentucky	$5.58M	+$124K	2	0.1%	Increased
221	SIM Spark Investment Management New York	$5.52M	+$6.76M	2	0.38%	New
222	ARTA A.R.T. Advisors New York	$5.49M	+$1.02M	7	0.35%	Increased
223	Scout Investments Kansas City, Missouri	$5.3M	-$29.8K	1	0.13%	Reduced
224	Assenagon Asset Management Senningerberg, Luxembourg	$5.22M	-$896K	4	0.06%	Reduced
225	Public Employees Retirement Association of Colorado Denver, Colorado	$5.21M	+$56.8K	6	0.04%	Increased