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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	MI Markston International White Plains, New York	$1.89M	-$234K	1	0.13%	Reduced
277	GIM Guild Investment Management Los Angeles, California	$1.88M	+$1.69M	1	1.6%	New
278	AH Achievement Holdings Chicago, Illinois	$1.87M	+$1.93M	1	0.07%	New
279	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.86M	$0	2	0.36%	Maintained
280	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.85M	+$1.65M	1	0.19%	New
281	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.81M	+$260K	3	0.02%	Increased
282	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.77M	$0	1	0.1%	Maintained
283	DCM Dialectic Capital Management Norwalk, Connecticut	$1.77M	+$1.83M	1	0.31%	New
284	SP Steelhead Partners Seattle, Washington	$1.68M	+$1.73M	1	0.13%	New
285	Bridgeway Capital Management Houston, Texas	$1.65M	+$543K	3	0.03%	Increased
286	ProShare Advisors Bethesda, Maryland	$1.65M	-$184K	4	0.02%	Reduced
287	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.64M	+$1.46M	1	0.01%	New
288	British Columbia Investment Management Victoria, British Columbia, Canada	$1.58M	+$1.35M	1	0.01%	New
289	Profund Advisors Bethesda, Maryland	$1.58M	+$271K	2	0.06%	Increased
290	EEG E.E. Geduld	$1.55M	+$819K	2	1.04%	Increased
291	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.55M	+$112K	5	0%	Increased
292	Tudor Investment Corp Stamford, Connecticut	$1.54M	-$512K	5	0.05%	Reduced
293	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.52M	-$16.5K	1	0.28%	Reduced
294	SEI Investments Oaks, Pennsylvania	$1.51M	+$21.2K	6	0.01%	Increased
295	M&T Bank Buffalo, New York	$1.49M	-$50.9K	3	0.01%	Reduced
296	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.45M	+$938K	2	0.31%	Increased
297	WAM World Asset Management Detroit, Michigan	$1.44M	-$18.6K	1	0.05%	Reduced
298	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.39M	-$91K	3	0.07%	Reduced
299	Wasatch Advisors Salt Lake City, Utah	$1.39M	+$1.1M	1	0.01%	New
300	TDC Thompson Davis & Co Richmond, Virginia	$1.38M	-$198K	5	1.66%	Reduced