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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	Public Employees Retirement Association of Colorado Denver, Colorado	$9.68M	$0	6	0.05%	Maintained
202	Holocene Advisors New York	$9.45M	+$5.99M	2	0.08%	Increased
203	Arizona State Retirement System Phoenix, Arizona	$9.35M	-$2.09M	5	0.11%	Reduced
204	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.33M	+$1.84M	6	0.05%	Increased
205	Walleye Trading New York	$9.22M	+$1.89M	6	0.06%	Increased
206	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.97M	+$1.43M	2	0.77%	Increased
207	DBG De Burlo Group Boston, Massachusetts	$8.9M	+$7.35M	1	1.8%	New
208	CIBC World Markets New York	$8.79M	+$7.84M	1	0.06%	New
209	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.76M	-$1.2M	4	0.03%	Reduced
210	HA H2O AM London, United Kingdom	$8.7M	-$183K	1	2.06%	Reduced
211	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$8.58M	+$5.74M	2	1.33%	Increased
212	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.57M	-$169M	5	0.16%	Reduced
213	BBCM Boardman Bay Capital Management New York	$8.28M	-$10.5M	5	13.21%	Reduced
214	HSBC Holdings London, United Kingdom	$8.28M	+$3.52M	6	0.01%	Increased
215	HCM Horrell Capital Management Little Rock, Arkansas	$8.27M	+$3.68M	2	4.06%	Increased
216	EIM Essex Investment Management Boston, Massachusetts	$8.23M	-$2.53M	2	1.01%	Reduced
217	Panagora Asset Management Boston, Massachusetts	$8.17M	-$18.5M	3	0.04%	Reduced
218	TIM Thompson Investment Management Madison, Wisconsin	$8.17M	+$2.26M	2	1.32%	Increased
219	LPL Financial San Diego, California	$8.12M	+$377K	5	0.01%	Increased
220	Scout Investments Kansas City, Missouri	$8.05M	-$134K	1	0.16%	Reduced
221	JGUA John G. Ullman & Associates Corning, New York	$8.03M	+$135K	3	1.38%	Increased
222	SIS Susquehanna International Securities Dublin, Ireland	$8M	+$7.68M	1	3.04%	Increased
223	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.97M	-$88.8K	7	0.13%	Reduced
224	LCG Lisanti Capital Growth New York	$7.77M	+$4.69M	2	2.06%	Increased
225	OneDigital Investment Advisors Overland Park, Kansas	$7.72M	+$6.38M	1	0.61%	New