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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	Miller Howard Investments Kingston, New York	$5.29M	-$35.5M	1	0.16%	Reduced
252	Ameritas Investment Partners Lincoln, Nebraska	$5.27M	+$1.08M	8	0.24%	Increased
253	Whittier Trust South Pasadena, California	$5.23M	+$9.52K	5	0.15%	Increased
254	FWC First Washington Corp Seattle, Washington	$5.23M	$0	1	2.6%	Maintained
255	Engineers Gate Manager New York	$5.02M	-$2.37M	7	0.26%	Reduced
256	AIC Ameritas Investment Company Lincoln, Nebraska	$4.98M	+$134K	3	1%	Increased
257	HSBC Holdings London, United Kingdom	$4.82M	+$133K	6	0.01%	Increased
258	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$4.82M	+$57K	1	0.3%	Increased
259	First Manhattan New York	$4.78M	-$46.1K	4	0.03%	Reduced
260	Ladenburg Thalmann Financial Services Miami, Florida	$4.73M	+$531K	9	0.03%	Increased
261	Twin Tree Management Dallas, Texas	$4.64M	+$159K	2	0.02%	Increased
262	Pacer Advisors Malvern, Pennsylvania	$4.63M	+$1.45M	3	0.1%	Increased
263	Allianz Asset Management Munich, Germany	$4.55M	+$21.1K	3	0%	Increased
264	Tudor Investment Corp Stamford, Connecticut	$4.51M	-$923K	4	0.15%	Reduced
265	Congress Asset Management Boston, Massachusetts	$4.46M	-$461K	2	0.06%	Reduced
266	Trexquant Investment Stamford, Connecticut	$4.44M	+$3.44M	2	0.38%	Increased
267	Madison Investment Holdings Madison, Wisconsin	$4.42M	+$4.73M	1	0.07%	New
268	Jane Street New York	$4.41M	-$12.7M	5	0.01%	Reduced
269	MAM Marketfield Asset Management New York	$4.4M	+$4.12M	1	2.63%	Increased
270	Profund Advisors Bethesda, Maryland	$4.33M	+$2.63M	4	0.22%	Increased
271	PP Paloma Partners Greenwich, Connecticut	$4.33M	-$11.9M	6	0.09%	Reduced
272	Envestnet Asset Management Chicago, Illinois	$4.28M	+$208K	5	0%	Increased
273	Natixis Advisors Boston, Massachusetts	$4.23M	+$1.32M	3	0.03%	Increased
274	PEAK6 Investments Chicago, Illinois	$4.16M	+$1.3M	5	0.03%	Increased
275	WPC White Pine Capital Bloomington, Minnesota	$4.15M	-$137K	5	1.55%	Reduced