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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	Verition Fund Management Greenwich, Connecticut	$10.5M	+$5.22M	8	0.12%	Increased
202	Congress Wealth Management Boston, Massachusetts	$10.4M	+$52.4K	1	0.22%	Increased
203	Boothbay Fund Management New York	$10.3M	+$7.33M	6	0.24%	Increased
204	Comerica Bank Dallas, Texas	$10.2M	+$10.4M	6	0.05%	New
205	JGC J. Goldman & Co New York	$9.87M	+$12.4M	1	0.35%	New
206	Lord, Abbett & Co Jersey City, New Jersey	$9.87M	+$9.62M	2	0.04%	New
207	GF Goodman Financial Houston, Texas	$9.79M	+$268K	1	2.86%	Increased
208	Yousif Capital Management Bloomfield Hills, Michigan	$9.42M	-$642K	6	0.12%	Reduced
209	Holocene Advisors New York	$9.4M	-$1.18M	2	0.04%	Reduced
210	Trexquant Investment Stamford, Connecticut	$9.25M	+$5.29M	3	0.23%	Increased
211	KAM Kopion Asset Management Mckinney, Texas	$9.14M	+$3.66M	1	8.15%	Increased
212	SFM Systematic Financial Management Teaneck, New Jersey	$9.03M	+$1.12M	2	0.29%	Increased
213	STRS Ohio Columbus, Ohio	$8.95M	+$278K	3	0.04%	Increased
214	Hantz Financial Services Southfield, Michigan	$8.87M	-$3.32M	3	0.23%	Reduced
215	Channing Capital Management Chicago, Illinois	$8.86M	-$47.5M	1	0.29%	Reduced
216	JGUA John G. Ullman & Associates Corning, New York	$8.83M	+$872K	4	1.44%	Increased
217	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$8.8M	+$797K	1	0.21%	Increased
218	TIM Thompson Investment Management Madison, Wisconsin	$8.78M	+$1.24M	2	1.56%	Increased
219	EI EAM Investors Solana Beach, California	$8.76M	-$2.18M	3	1.69%	Reduced
220	EGI EAM Global Investors Solana Beach, California	$8.76M	+$5.06M	3	2.37%	Increased
221	Panagora Asset Management Boston, Massachusetts	$8.7M	+$3.4M	3	0.05%	Increased
222	Ariel Investments Chicago, Illinois	$8.57M	-$3.49M	1	0.09%	Reduced
223	ABN AMRO Investment Solutions Paris Cedex 008,	$8.53M	+$6.21M	2	0.17%	Increased
224	SG Americas Securities New York	$8.49M	+$5.51M	7	0.1%	Increased
225	Oberweis Asset Management Lisle, Illinois	$8.46M	-$802K	2	0.9%	Reduced