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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	Avalon Investment & Advisory Houston, Texas	$4.72M	+$1.52M	3	0.16%	Increased
252	SPM Symmetry Peak Management Radnor, Pennsylvania	$4.71M	+$3.35M	4	0.7%	Increased
253	Bank of Nova Scotia Toronto, Ontario, Canada	$4.69M	-$917K	2	0.02%	Reduced
254	Bahl & Gaynor Cincinnati, Ohio	$4.68M	-$597K	1	0.05%	Reduced
255	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.65M	+$3.84M	1	0.33%	New
256	Paradigm Capital Management Inc Albany, New York	$4.54M	-$8.04M	2	0.43%	Reduced
257	Arizona State Retirement System Phoenix, Arizona	$4.47M	-$30.8K	4	0.06%	Reduced
258	BAMCO Inc New York	$4.47M	+$1.31M	1	0.02%	Increased
259	BPIM Brant Point Investment Management New York	$4.45M	-$725K	1	0.46%	Reduced
260	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.44M	-$10.3M	2	0.45%	Reduced
261	Loews Corp New York	$4.4M	$0	1	0.03%	Maintained
262	Nomura Holdings Tokyo, Japan	$4.33M	+$2.79M	1	0.01%	Increased
263	MAP Managed Asset Portfolios Rochester, Michigan	$4.32M	+$4.02M	1	1.55%	New
264	VIG Vienna Insurance Group Warsaw, Poland	$4.31M	+$4.17M	1	4.18%	New
265	Credit Agricole Montrouge Cedex, France	$4.31M	+$3.71M	4	0.01%	Increased
266	CAM Capstone Asset Management Houston, Texas	$4.27M	-$289K	4	0.12%	Reduced
267	Thornburg Investment Management Santa Fe, New Mexico	$4.26M	+$216K	1	0.03%	Increased
268	ICRM Insight Capital Research & Management Walnut Creek, California	$4.24M	+$2.06M	2	2.38%	Increased
269	LOAMU Lombard Odier Asset Management (USA) New York	$4.23M	+$1.96M	2	0.4%	Increased
270	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.22M	+$44.1K	3	0.04%	Increased
271	FP Foundry Partners Minneapolis, Minnesota	$4.21M	-$1.39M	1	0.18%	Reduced
272	JGUA John G. Ullman & Associates Corning, New York	$4.1M	-$82.2K	2	0.85%	Reduced
273	ARTA A.R.T. Advisors New York	$4.1M	+$1.96M	4	0.19%	Increased
274	Putnam Investments Boston, Massachusetts	$4.08M	-$356K	2	0.01%	Reduced
275	PineBridge Investments New York	$4.01M	+$1.07M	3	0.11%	Increased