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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
226	USAA United Services Automobile Association San Antonio, Texas	$1.91M	+$1.64M	1	0.01%	New
227	Knight Capital Group	$1.86M	+$1.65M	3	0.03%	New
228	Baird Milwaukee, Wisconsin	$1.86M	+$1.55M	1	0.04%	New
229	Commonwealth Equity Services Waltham, Massachusetts	$1.84M	+$1.78M	4	0.03%	New
230	Parallax Volatility Advisers San Francisco, California	$1.83M	+$1.72M	3	0.01%	New
231	Wasatch Advisors Salt Lake City, Utah	$1.82M	+$1.52M	1	0.02%	New
232	Public Employees Retirement Association of Colorado Denver, Colorado	$1.72M	+$1.53M	4	0.02%	New
233	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.68M	+$1.7M	1	0.01%	New
234	RS Investment Management San Francisco, California	$1.66M	+$1.42M	1	0.01%	New
235	Oppenheimer & Co New York	$1.65M	+$1.55M	1	0.06%	New
236	KAM Keeley Asset Management Chicago, Illinois	$1.63M	+$1.47M	1	0.03%	New
237	Emerald Advisers Leola, Pennsylvania	$1.61M	+$1.63M	1	0.1%	New
238	Jennison Associates New York	$1.6M	+$1.38M	1	0%	New
239	TH Timber Hill Greenwich, Connecticut	$1.6M	+$1.48M	2	0.01%	New
240	OAM Oxford Asset Management Oxford, United Kingdom	$1.6M	+$1.37M	1	0.04%	New
241	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.59M	+$1.36M	1	0.02%	New
242	ZWJ Investment Counsel Atlanta, Georgia	$1.57M	+$1.48M	1	0.21%	New
243	Raymond James & Associates St Petersburg, Florida	$1.54M	+$1.41M	2	0.01%	New
244	NSIM North Star Investment Management Chicago, Illinois	$1.53M	+$1.44M	1	0.4%	New
245	MI Markston International White Plains, New York	$1.52M	+$1.27M	1	0.1%	New
246	BIG Blackthorn Investment Group Overland Park, Kansas	$1.51M	+$1.26M	3	0.46%	New
247	DC Deere & Company Moline, Illinois	$1.5M	+$1.46M	2	0.09%	New
248	Gateway Investment Advisers Cincinnati, Ohio	$1.5M	+$1.35M	1	0.01%	New
249	Saba Capital Management New York	$1.5M	+$1.41M	1	0.18%	New
250	Eaton Vance Management Boston, Massachusetts	$1.48M	+$1.34M	2	0%	New