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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	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.44M	+$217K	3	0.07%	Increased
277	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.44M	+$337K	1	0.08%	Increased
278	TD Asset Management Toronto, Ontario, Canada	$1.38M	+$35.1K	3	0%	Increased
279	Profund Advisors Bethesda, Maryland	$1.36M	-$44.2K	2	0.06%	Reduced
280	DCM Dupont Capital Management Wilmington, Delaware	$1.35M	-$1.04M	1	0.02%	Reduced
281	Eaton Vance Management Boston, Massachusetts	$1.34M	+$7.11K	2	0%	Increased
282	Walleye Trading New York	$1.34M	+$674K	2	0.01%	Increased
283	Mutual of America Capital Management New York	$1.3M	-$693K	1	0.03%	Reduced
284	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.28M	-$978K	5	0%	Reduced
285	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.28M	-$370K	2	0.04%	Reduced
286	PCM Price Capital Management Lafayette, Louisiana	$1.22M	+$1.1M	1	1.08%	New
287	PP PDT Partners New York	$1.2M	-$1.11M	2	0.11%	Reduced
288	M&T Bank Buffalo, New York	$1.2M	-$120K	3	0.01%	Reduced
289	TDC Thompson Davis & Co Richmond, Virginia	$1.17M	+$326K	2	1.35%	Increased
290	RCM Rotella Capital Management Bellevue, Washington	$1.16M	+$1M	2	1.01%	New
291	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$1.15M	-$1.54M	2	0.15%	Reduced
292	First Manhattan New York	$1.15M	+$3.32K	2	0.01%	Increased
293	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.15M	+$22.7K	3	0.08%	Increased
294	JP Morgan Private Wealth Advisors San Francisco, California	$1.12M	-$20.9K	2	0.01%	Reduced
295	OA OFI Advisors Philadelphia, Pennsylvania	$1.06M	+$188K	4	0.07%	Increased
296	Baker Avenue Asset Management San Francisco, California	$1.05M	+$572K	2	0.15%	Increased
297	WIS Wright Investors Service Shelton, Connecticut	$1.01M	-$149K	1	0.5%	Reduced
298	Whittier Trust South Pasadena, California	$1.01M	$0	2	0.05%	Maintained
299	NA Navellier & Associates Reno, Nevada	$1M	-$4.15K	1	0.05%	Reduced
300	QS Investors New York	$975K	+$876K	1	0.01%	New