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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	FC Fairpointe Capital Chicago, Illinois	$14.1M	+$133K	1	2.58%	Increased
202	HAM Hillcrest Asset Management Plano, Texas	$13.8M	-$27.9K	1	1.88%	Reduced
203	Masters Capital Management Atlanta, Georgia	$13.6M	+$2.32M	1	0.8%	Increased
204	Alyeska Investment Group Chicago, Illinois	$13.6M	-$35.1M	1	0.19%	Reduced
205	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$13.3M	+$5.67M	1	0.8%	Increased
206	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.3M	+$1.77M	3	0.05%	Increased
207	STRS Ohio Columbus, Ohio	$13.1M	-$17.5M	5	0.05%	Reduced
208	Commonwealth Equity Services Waltham, Massachusetts	$13.1M	+$247K	5	0.04%	Increased
209	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$12.9M	+$812K	1	0.6%	Increased
210	ACM Atika Capital Management New York	$12.8M	+$2.27M	1	1%	Increased
211	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.7M	+$8.14K	5	0.22%	Increased
212	WCM Investment Management Laguna Beach, California	$12.7M	+$9.84M	1	0.03%	New
213	Impax Asset Management Group London, United Kingdom	$12.6M	$0	2	0.08%	Maintained
214	Cubist Systematic Strategies Stamford, Connecticut	$12.5M	-$4.42M	7	0.17%	Reduced
215	Castleark Management Chicago, Illinois	$12.4M	-$712K	1	0.46%	Reduced
216	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$12M	-$3.02M	1	2.53%	Reduced
217	ZCM Ziegler Capital Management Chicago, Illinois	$12M	+$163K	1	0.4%	Increased
218	Walleye Trading New York	$12M	+$5.78M	6	0.05%	Increased
219	CCP Clough Capital Partners Boston, Massachusetts	$11.8M	+$10.7M	1	0.84%	New
220	Chartwell Investment Partners Berywn, Pennsylvania	$11.4M	+$7.27M	2	0.36%	Increased
221	PNC Financial Services Group Pittsburgh, Pennsylvania	$11.4M	-$36.3M	9	0.01%	Reduced
222	Whittier Trust South Pasadena, California	$11.3M	$0	5	0.24%	Maintained
223	Prudential Financial Newark, New Jersey	$11.2M	-$23.2M	8	0.02%	Reduced
224	GF Goodman Financial Houston, Texas	$11.2M	-$4.21M	1	3.89%	Reduced
225	Brandes Investment Partners La Jolla, California	$10.8M	-$474K	1	0.28%	Reduced