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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	United Capital Financial Advisors Irving, Texas	$6.65M	-$3.78M	3	0.04%	Reduced
252	Treasurer of the State of North Carolina Raleigh, North Carolina	$6.61M	-$194K	3	0.04%	Reduced
253	KAM Kopion Asset Management Mckinney, Texas	$6.6M	+$594K	1	6.68%	Increased
254	Nomura Holdings Tokyo, Japan	$6.58M	-$1.14M	4	0.03%	Reduced
255	Arizona State Retirement System Phoenix, Arizona	$6.55M	+$536K	8	0.06%	Increased
256	CP CenterBook Partners Greenwich, Connecticut	$6.55M	+$2.47M	3	1.08%	Increased
257	CTI Community Trust & Investment Versailles, Kentucky	$6.42M	-$1.43M	1	0.58%	Reduced
258	E. Ohman J:or Asset Management Stockholm, Sweden	$6.35M	$0	1	0.28%	Maintained
259	JGUA John G. Ullman & Associates Corning, New York	$6.34M	+$1.61M	4	1.01%	Increased
260	Tocqueville Asset Management New York	$6.14M	-$988K	2	0.12%	Reduced
261	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.1M	+$152K	5	0.08%	Increased
262	Brinker Capital Investments Berwyn, Pennsylvania	$6.06M	-$1.29M	6	0.12%	Reduced
263	Oppenheimer Asset Management New York	$6.06M	-$358K	2	0.1%	Reduced
264	SRC Shufro Rose & Co New York	$6.01M	-$198K	1	0.51%	Reduced
265	SC Skylands Capital Milwaukee, Wisconsin	$5.98M	+$2.95M	1	0.95%	Increased
266	BCC Bridge City Capital Lake Oswego, Oregon	$5.94M	-$44.7K	3	3.05%	Reduced
267	Ensign Peak Advisors Salt Lake City, Utah	$5.87M	-$381K	5	0.01%	Reduced
268	Marex Group London,	$5.82M	+$6.14M	2	0.83%	New
269	First Manhattan New York	$5.81M	+$23.1K	5	0.02%	Increased
270	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.78M	+$80.5K	5	0.16%	Increased
271	OGC Oak Grove Capital North Hampton, New Hampshire	$5.73M	-$5.92M	1	2.88%	Reduced
272	PCA Providence Capital Advisors Charlotte, North Carolina	$5.68M	-$17.9K	1	1.53%	Reduced
273	RCAP Resolute Capital Asset Partners Denver, Colorado	$5.61M	+$4.97M	1	5.01%	New
274	BCH Berkshire Capital Holdings San Jose, California	$5.61M	+$4.97M	1	2.97%	New
275	Quantbot Technologies New York	$5.59M	+$4.55M	6	0.4%	Increased