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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.06M	+$804K	1	0.87%	Increased
202	FCM Firsthand Capital Management San Jose, California	$8.04M	$0	1	3.1%	Maintained
203	AIS AlphaOne Investment Services West Chester, Pennsylvania	$8.04M	+$1.44M	2	6.26%	Increased
204	Needham Investment Management New York	$7.9M	+$552K	3	2.6%	Increased
205	TEE Tibra Equities Europe London, United Kingdom	$7.87M	+$7.36M	1	0.58%	New
206	Baird Financial Group Milwaukee, Wisconsin	$7.64M	+$6.19M	1	0.03%	Increased
207	Calamos Advisors Naperville, Illinois	$7.62M	$0	1	0.04%	Maintained
208	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$7.61M	+$7.12M	1	1.9%	New
209	Voloridge Investment Management Jupiter, Florida	$7.54M	+$5.12M	1	0.21%	Increased
210	EP Edgestream Partners Princeton, New Jersey	$7.45M	+$6.97M	1	0.84%	New
211	ACM Argent Capital Management St Louis, Missouri	$7.38M	-$1.46M	3	0.28%	Reduced
212	William Blair & Company Chicago, Illinois	$7.38M	+$7.29M	3	0.04%	Increased
213	Boothbay Fund Management New York	$7.24M	+$3.91M	5	0.66%	Increased
214	BAPIM British Airways Pensions Investment Management London, United Kingdom	$7.19M	+$6.73M	1	0.27%	New
215	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.15M	+$17.2K	8	0.12%	Increased
216	Sit Investment Associates Minneapolis, Minnesota	$7.06M	+$1.47M	2	0.22%	Increased
217	Quantbot Technologies New York	$7M	+$5.55M	5	0.7%	Increased
218	SST S Squared Technology New York	$6.83M	+$1.57M	2	5.09%	Increased
219	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.7M	-$27.2M	4	0.03%	Reduced
220	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$6.67M	-$2.72M	6	0.04%	Reduced
221	HAM Hillcrest Asset Management Plano, Texas	$6.62M	+$44.4K	1	1.03%	Increased
222	BCAM Boston Common Asset Management Boston, Massachusetts	$6.53M	+$3.35M	1	0.81%	Increased
223	BPM Bronson Point Management Fairfield, Connecticut	$6.51M	-$5.39M	1	5.39%	Reduced
224	ARTA A.R.T. Advisors New York	$6.39M	+$1.51M	3	0.36%	Increased
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.35M	+$47.5K	5	0.13%	Increased