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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	Employees Retirement System of Texas Austin, Texas	$14.2M	-$1.47M	3	0.17%	Reduced
202	FG Formula Growth Montreal, Quebec, Canada	$14.2M	-$1.67M	1	1.96%	Reduced
203	Chartwell Investment Partners Berywn, Pennsylvania	$14.2M	+$2.13M	2	0.42%	Increased
204	CCM Cinctive Capital Management New York	$13.8M	+$4.53M	4	0.64%	Increased
205	RFA Reilly Financial Advisors La Mesa, California	$13.7M	+$6.1M	3	1.11%	Increased
206	CTI Community Trust & Investment Versailles, Kentucky	$13.6M	+$5.37M	1	1.24%	Increased
207	Marshall Wace North America New York	$13.3M	+$3.36M	6	0.06%	Increased
208	ZCM Ziegler Capital Management Chicago, Illinois	$13.2M	-$7.83M	1	0.44%	Reduced
209	KA Kovack Advisors Ft. Lauderdale, Florida	$13.2M	+$1.45M	4	1.5%	Increased
210	ICP Indus Capital Partners New York	$13.2M	+$779K	1	2.23%	Increased
211	Jefferies Group New York	$13.2M	+$6.82M	3	0.08%	Increased
212	SRC Shufro Rose & Co New York	$13.1M	-$818K	1	0.98%	Reduced
213	US Bancorp Minneapolis, Minnesota	$13M	-$423K	8	0.02%	Reduced
214	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$12.8M	-$569K	1	0.52%	Reduced
215	Castleark Management Chicago, Illinois	$12.6M	-$3.87M	1	0.42%	Reduced
216	SCM Snow Capital Management Sewickley, Pennsylvania	$11.7M	+$12M	1	1.66%	New
217	PFM Premier Fund Managers Guildford, United Kingdom	$11.3M	-$1.04M	1	0.38%	Reduced
218	Woodline Partners San Francisco, California	$11.3M	-$1.57M	2	0.21%	Reduced
219	TCMG TSP Capital Management Group Summit, New Jersey	$11.2M	-$9.59M	0	–	Closed
220	Marshall Wace London, United Kingdom	$11.1M	-$3.54M	5	0.05%	Reduced
221	HAM Hillcrest Asset Management Plano, Texas	$11.1M	-$2M	1	1.5%	Reduced
222	Walleye Trading New York	$11.1M	+$3.38M	5	0.04%	Increased
223	TAL TIG Advisors LLC New York	$11M	-$17.1M	1	0.37%	Reduced
224	Old Mission Capital Chicago, Illinois	$11M	+$6.81M	2	0.37%	Increased
225	TIM Thompson Investment Management Madison, Wisconsin	$11M	+$460K	2	1.58%	Increased