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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
276	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.33M	-$22.9K	5	0%	Reduced
277	Jane Street New York	$2.32M	+$1.27M	3	0.03%	Increased
278	CAM Capstone Asset Management Houston, Texas	$2.31M	-$43.4K	3	0.07%	Reduced
279	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.25M	+$458K	1	0.54%	Increased
280	TC TFS Capital West Chester, Pennsylvania	$2.24M	-$4.86M	3	0.15%	Reduced
281	ACM Afton Capital Management Charlotte, North Carolina	$2.22M	+$1.67M	1	2.18%	New
282	Bahl & Gaynor Cincinnati, Ohio	$2.15M	-$3.01K	1	0.03%	Reduced
283	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.08M	-$4.64M	2	0.01%	Reduced
284	SEI Trust Company Oaks, Pennsylvania	$2.08M	-$2.78M	2	0.02%	Reduced
285	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.06M	-$221K	1	0.56%	Reduced
286	PEAK6 Group Chicago, Illinois	$2.03M	+$1.15M	3	0.02%	Increased
287	OA Oxbow Advisors Austin, Texas	$2.02M	-$14.7K	1	0.3%	Reduced
288	KSC Kendall Square Capital San Francisco, California	$2.01M	+$2.08M	1	2.6%	New
289	KAM Keeley Asset Management Chicago, Illinois	$1.94M	+$33K	1	0.03%	Increased
290	ARC Absolute Return Capital Boston, Massachusetts	$1.85M	+$1.91M	3	0.03%	New
291	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.83M	$0	1	0.08%	Maintained
292	SCM Suffolk Capital Management New York	$1.83M	-$874K	1	0.23%	Reduced
293	AWCI Alpine Woods Capital Investors Purchase, New York	$1.78M	+$1.34M	1	0.1%	New
294	WAM World Asset Management Detroit, Michigan	$1.78M	-$376K	2	0.06%	Reduced
295	Commonwealth Equity Services Waltham, Massachusetts	$1.77M	+$18K	3	0.02%	Increased
296	HHC Hutchin Hill Capital New York	$1.77M	+$1.83M	1	0.09%	New
297	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$1.76M	+$321K	1	0.56%	Increased
298	Public Employees Retirement Association of Colorado Denver, Colorado	$1.75M	$0	4	0.02%	Maintained
299	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.75M	-$480K	2	0.93%	Reduced
300	WPC White Pine Capital Bloomington, Minnesota	$1.73M	+$360K	2	0.59%	Increased