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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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.3M	+$11.8M	2	0.07%	Increased
202	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$11.2M	-$1.92M	4	0.05%	Reduced
203	NPF Norris Perne & French Grand Rapids, Michigan	$11.2M	+$613K	1	1.16%	Increased
204	Chartwell Investment Partners Berywn, Pennsylvania	$11.1M	-$459K	2	0.47%	Reduced
205	WCM Investment Management Laguna Beach, California	$10.9M	+$338K	1	0.04%	Increased
206	Yousif Capital Management Bloomfield Hills, Michigan	$10.8M	+$1.48M	6	0.15%	Increased
207	IECM Intrinsic Edge Capital Management Chicago, Illinois	$10.7M	+$13M	1	1.17%	New
208	Impax Asset Management Group London, United Kingdom	$10.6M	+$4.8M	2	0.05%	Increased
209	PEAK6 Investments Chicago, Illinois	$10.6M	+$8.75M	4	0.04%	Increased
210	United Capital Financial Advisors Irving, Texas	$10.6M	-$1.96M	3	0.06%	Reduced
211	SIS Susquehanna International Securities Dublin, Ireland	$10.4M	-$41.2M	2	19.49%	Reduced
212	TSAM Trinity Street Asset Management London, United Kingdom	$10.4M	$0	1	2.1%	Maintained
213	US Bancorp Minneapolis, Minnesota	$10.2M	-$878K	7	0.02%	Reduced
214	SST S Squared Technology New York	$10M	$0	1	7.35%	Maintained
215	CTI Community Trust & Investment Versailles, Kentucky	$10M	-$330K	1	0.96%	Reduced
216	HighTower Advisors Chicago, Illinois	$9.96M	+$2.78M	5	0.03%	Increased
217	Walleye Trading New York	$9.79M	-$12M	2	0.03%	Reduced
218	HIM Herald Investment Management London, United Kingdom	$9.75M	+$6.31M	2	2.4%	Increased
219	LAM Lapides Asset Management Greenwich, Connecticut	$9.67M	+$1.12M	2	5.51%	Increased
220	Jane Street New York	$9.64M	-$20.4M	8	0%	Reduced
221	Stephens Investment Management Group Houston, Texas	$9.55M	-$21.6M	1	0.18%	Reduced
222	Man Group London, United Kingdom	$9.39M	+$11.7M	4	0.04%	New
223	Pacer Advisors Malvern, Pennsylvania	$9.27M	-$2.09M	4	0.06%	Reduced
224	Two Sigma Advisers New York	$9.18M	-$1.91M	6	0.03%	Reduced
225	Tocqueville Asset Management New York	$8.99M	-$153K	2	0.18%	Reduced