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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$5.18M	+$6.07M	1	0.63%	New
227	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.09M	-$4.37M	1	0.19%	Reduced
228	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.99M	+$405K	5	0.12%	Increased
229	Commonwealth Equity Services Waltham, Massachusetts	$4.93M	-$178K	4	0.03%	Reduced
230	Artemis Investment Management Edinburgh, United Kingdom	$4.91M	-$4.92M	1	0.06%	Reduced
231	Whittier Trust South Pasadena, California	$4.83M	+$5.51M	5	0.17%	Increased
232	QS Investors New York	$4.8M	+$9.74K	3	0.06%	Increased
233	STRS Ohio Columbus, Ohio	$4.79M	+$729K	3	0.02%	Increased
234	JCM Janney Capital Management Pittsburgh, Pennsylvania	$4.69M	-$10.9M	2	0.25%	Reduced
235	HCM Horrell Capital Management Little Rock, Arkansas	$4.66M	+$259K	1	2.48%	Increased
236	Sit Investment Associates Minneapolis, Minnesota	$4.54M	-$1.26M	2	0.15%	Reduced
237	SG Americas Securities New York	$4.45M	-$19.6M	7	0.04%	Reduced
238	HAM Hillcrest Asset Management Plano, Texas	$4.28M	+$4.92M	1	1.03%	New
239	AR Advisory Research Chicago, Illinois	$4.25M	-$1.07M	3	0.09%	Reduced
240	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.18M	+$1.48M	5	0.07%	Increased
241	HSBC Holdings London, United Kingdom	$4.17M	+$3.46M	5	0.01%	Increased
242	DCM Dupont Capital Management Wilmington, Delaware	$4.15M	+$3.02M	3	0.1%	Increased
243	Jefferies Group New York	$4.05M	+$3.94M	3	0.03%	Increased
244	FWC First Washington Corp Seattle, Washington	$4.03M	+$2.04M	1	2.2%	Increased
245	Putnam Investments Boston, Massachusetts	$4.01M	-$1.21M	4	0.01%	Reduced
246	BCC Bridge City Capital Lake Oswego, Oregon	$3.97M	+$2.44M	2	2.59%	Increased
247	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.91M	+$445K	1	0.24%	Increased
248	Ameritas Investment Partners Lincoln, Nebraska	$3.89M	+$188K	8	0.21%	Increased
249	HighTower Advisors Chicago, Illinois	$3.87M	+$1.77M	4	0.03%	Increased
250	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.81M	+$2.35M	5	0.03%	Increased