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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	Sit Investment Associates Minneapolis, Minnesota	$4.89M	-$1.95M	1	0.12%	Reduced
227	TD Asset Management Toronto, Ontario, Canada	$4.89M	+$212K	3	0.01%	Increased
228	Fred Alger Management New York	$4.88M	-$7.16M	2	0.02%	Reduced
229	DCM Daruma Capital Management New York	$4.87M	+$845K	1	0.3%	Increased
230	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.81M	+$135K	4	0.03%	Increased
231	BCM Bayesian Capital Management Brooklyn, New York	$4.79M	+$4.02M	4	1.22%	Increased
232	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.78M	+$927K	5	0.02%	Increased
233	Crossmark Global Holdings Houston, Texas	$4.77M	-$548K	5	0.12%	Reduced
234	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.74M	+$4.26M	1	0.22%	New
235	Loews Corp New York	$4.67M	-$508K	1	0.03%	Reduced
236	CAM Chou Associates Management Toronto, Ontario, Canada	$4.65M	$0	1	1.96%	Maintained
237	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.56M	-$91.5K	2	0.04%	Reduced
238	HighTower Advisors Chicago, Illinois	$4.56M	+$4.48M	3	0.04%	Increased
239	FHAM Folger Hill Asset Management New York	$4.55M	+$4.48M	1	0.31%	New
240	QS Investors New York	$4.45M	-$94.9K	3	0.05%	Reduced
241	Stifel Financial St. Louis, Missouri	$4.36M	+$33.5K	5	0.01%	Increased
242	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.3M	+$163K	5	0.2%	Increased
243	Natixis Paris, France	$4.26M	+$146K	2	0.03%	Increased
244	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.25M	+$215K	5	0.21%	Increased
245	Squarepoint New York	$4.13M	-$7.42M	5	0.07%	Reduced
246	DTL Dynamic Technology Lab Singapore	$4.1M	+$3.63M	4	0.61%	Increased
247	FWC First Washington Corp Seattle, Washington	$4.03M	+$3.62M	1	2.09%	New
248	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.95M	+$189K	5	0.09%	Increased
249	HL Financial Services Louisville, Kentucky	$3.93M	+$2.56M	2	0.07%	Increased
250	PAM Premier Asset Management Chicago, Illinois	$3.91M	+$982K	1	0.88%	Increased