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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$12.4M	+$4.81M	6	0.07%	Increased
202	Aberdeen Group Edinburgh, United Kingdom	$12.3M	+$11.3M	1	0.03%	New
203	CCI Columbus Circle Investors	$12.2M	+$10.4M	1	0.49%	New
204	Bank of Montreal Toronto, Ontario, Canada	$12M	-$5.67M	9	0.01%	Reduced
205	HRT Financial New York	$11.7M	+$10.9M	3	0.35%	New
206	DBG De Burlo Group Boston, Massachusetts	$11.7M	$0	1	3.27%	Maintained
207	Osaic Holdings Scottsdale, Arizona	$11.5M	+$691K	9	0.04%	Increased
208	Gotham Asset Management New York	$11.2M	-$5.52M	3	0.34%	Reduced
209	Todd Asset Management Louisville, Kentucky	$11.1M	+$10.4M	1	0.35%	New
210	Summit Partners Public Asset Management Boston, Massachusetts	$11.1M	-$2.72M	1	0.66%	Reduced
211	PEAK6 Investments Chicago, Illinois	$11M	+$4.85M	5	0.04%	Increased
212	Adage Capital Partners Boston, Massachusetts	$11M	-$12.6M	1	0.03%	Reduced
213	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$10.9M	-$618K	2	1.15%	Reduced
214	SC Shellback Capital Boston, Massachusetts	$10.9M	+$9.81M	2	1.13%	New
215	Granahan Investment Management Waltham, Massachusetts	$10.5M	+$4.22M	2	0.38%	Increased
216	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.4M	+$177K	5	0.21%	Increased
217	BAPIM British Airways Pensions Investment Management London, United Kingdom	$10.4M	-$3.54M	1	0.46%	Reduced
218	GF Goodman Financial Houston, Texas	$10.4M	-$92.3K	1	5.2%	Reduced
219	IECM Intrinsic Edge Capital Management Chicago, Illinois	$10.3M	+$8.88M	2	0.96%	New
220	Envestnet Asset Management Chicago, Illinois	$10.3M	+$1.24M	6	0.01%	Increased
221	Marshall Wace London, United Kingdom	$10.1M	+$999	2	0.07%	Increased
222	Robeco Institutional Asset Management Rotterdam, Netherlands	$10M	-$3.69M	2	0.03%	Reduced
223	VIG Vienna Insurance Group Warsaw, Poland	$9.99M	-$3.19M	1	10.07%	Reduced
224	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.86M	+$4M	8	0.01%	Increased
225	HCM Horrell Capital Management Little Rock, Arkansas	$9.79M	-$2.38M	2	4.89%	Reduced