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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
251	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.46M	+$502K	1	0.02%	Increased
252	Advisors Asset Management Monument, Colorado	$2.46M	-$722K	3	0.04%	Reduced
253	Global X Management Company New York	$2.39M	+$28.8K	1	0.28%	Increased
254	OAM Oxford Asset Management Oxford, United Kingdom	$2.35M	+$679K	1	0.05%	Increased
255	CIBC World Market Toronto, Ontario, Canada	$2.29M	+$3.19K	1	0.01%	Increased
256	FSA Franklin Street Advisors Chapel Hill, North Carolina	$2.25M	+$658K	2	0.5%	Increased
257	Profund Advisors Bethesda, Maryland	$2.25M	+$722K	4	0.12%	Increased
258	LCG Lisanti Capital Growth New York	$2.21M	+$1.99M	1	1.01%	New
259	Commonwealth Equity Services Waltham, Massachusetts	$2.15M	-$118K	4	0.04%	Reduced
260	RS Investment Management San Francisco, California	$2.13M	$0	1	0.01%	Maintained
261	USAA United Services Automobile Association San Antonio, Texas	$2.09M	-$331K	1	0.01%	Reduced
262	Baird Milwaukee, Wisconsin	$2.05M	-$23.7K	2	0.04%	Reduced
263	Public Employees Retirement Association of Colorado Denver, Colorado	$2M	$0	4	0.02%	Maintained
264	KAM Keeley Asset Management Chicago, Illinois	$1.97M	+$200K	1	0.04%	Increased
265	Bank of Montreal Toronto, Ontario, Canada	$1.97M	-$3.86M	5	0%	Reduced
266	WPC White Pine Capital Bloomington, Minnesota	$1.92M	-$10.1K	2	0.66%	Reduced
267	Jane Street New York	$1.92M	+$679K	2	0.02%	Increased
268	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.86M	-$2.29M	1	0.01%	Reduced
269	Wasatch Advisors Salt Lake City, Utah	$1.85M	-$50.6K	2	0.02%	Reduced
270	FM Forward Management San Francisco, California	$1.83M	+$932K	3	0.12%	Increased
271	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.79M	+$34.5K	3	0.02%	Increased
272	SCM Sigma Capital Management Stamford, Connecticut	$1.76M	+$1.27M	1	0.07%	New
273	Eaton Vance Management Boston, Massachusetts	$1.73M	$0	2	0.01%	Maintained
274	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.72M	+$937K	2	0.02%	Increased
275	HBK Investments Dallas, Texas	$1.71M	+$1.61M	2	0.03%	New