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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	HRT Financial New York	$13.4M	+$4.75M	8	0.08%	Increased
202	Employees Retirement System of Texas Austin, Texas	$13.3M	-$252K	3	0.16%	Reduced
203	Walleye Trading New York	$13.3M	+$3.66M	5	0.05%	Increased
204	ZCM Ziegler Capital Management Chicago, Illinois	$13.3M	+$7.73M	1	0.48%	Increased
205	PEAK6 Investments Chicago, Illinois	$13.2M	-$1.55M	3	0.03%	Reduced
206	Cubist Systematic Strategies Stamford, Connecticut	$13.2M	+$3.16M	7	0.17%	Increased
207	US Bancorp Minneapolis, Minnesota	$12.8M	+$25.3K	8	0.02%	Increased
208	VOYA Investment Management Atlanta, Georgia	$12.7M	-$186K	7	0.03%	Reduced
209	Thornburg Investment Management Santa Fe, New Mexico	$12.7M	+$6.12M	1	0.16%	Increased
210	Ruffer LLP London, United Kingdom	$12.6M	+$13.7M	1	0.4%	New
211	ExodusPoint Capital Management New York	$12.6M	+$9.43M	7	0.17%	Increased
212	EIP Easterly Investment Partners Beverly, Massachusetts	$12.1M	+$12.2M	1	0.82%	New
213	CA CastleArk Alternatives Chicago, Illinois	$12.1M	+$11.5M	1	0.46%	New
214	Castleark Management Chicago, Illinois	$12.1M	-$589K	1	0.46%	Reduced
215	Chartwell Investment Partners Berywn, Pennsylvania	$12.1M	-$1.1M	2	0.38%	Reduced
216	WBC Westpac Banking Corp Sydney, Australia	$12.1M	+$1.34M	1	0.13%	Increased
217	Squarepoint New York	$12M	-$1.41M	7	0.03%	Reduced
218	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$11.9M	-$641K	2	0.88%	Reduced
219	Verition Fund Management Greenwich, Connecticut	$11.9M	+$4.23M	4	0.1%	Increased
220	Mirae Asset Global Investments Seoul, South Korea	$11.8M	+$4.75M	1	0.03%	Increased
221	Marshall Wace North America New York	$11.7M	-$1.43M	2	0.05%	Reduced
222	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.5M	-$2.94M	6	0.04%	Reduced
223	PFM Premier Fund Managers Guildford, United Kingdom	$11.5M	$0	1	0.37%	Maintained
224	Tudor Investment Corp Stamford, Connecticut	$11.4M	+$8.33M	6	0.18%	Increased
225	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$11.1M	-$8.77M	6	0.2%	Reduced