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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	CG Cutler Group San Francisco, California	$3.93M	-$224K	8	0.15%	Reduced
277	Simplex Trading Chicago, Illinois	$3.92M	-$1.48M	5	0.16%	Reduced
278	LSC Lyon Street Capital Sausalito, California	$3.91M	-$224K	1	1.51%	Reduced
279	HA Heartland Advisors Milwaukee, Wisconsin	$3.89M	-$1.06M	1	0.25%	Reduced
280	JIR James Investment Research Alpha, Ohio	$3.89M	+$2.83M	3	0.13%	Increased
281	NC Nokomis Capital Dallas, Texas	$3.85M	+$3.55M	1	1.04%	New
282	ARM Adirondack Research & Management Guilderland, New York	$3.83M	+$1.58M	2	1.5%	Increased
283	Oppenheimer & Co New York	$3.82M	+$388K	2	0.1%	Increased
284	Loews Corp New York	$3.81M	$0	1	0.02%	Maintained
285	MCC Malaga Cove Capital Pv Estates, California	$3.74M	+$1.4M	1	2.14%	Increased
286	Great Lakes Advisors Chicago, Illinois	$3.71M	-$3.52K	1	0.09%	Reduced
287	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.69M	+$354K	1	0.38%	Increased
288	SAM Symphony Asset Management San Francisco, California	$3.63M	+$461K	2	0.4%	Increased
289	Dai-ichi Life Insurance Company Tokyo, Japan	$3.62M	+$3.96M	1	0.08%	New
290	Gotham Asset Management New York	$3.62M	+$1.79M	2	0.05%	Increased
291	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.58M	+$197K	5	0.09%	Increased
292	FP Foundry Partners Minneapolis, Minnesota	$3.57M	-$136K	1	0.14%	Reduced
293	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.52M	-$8.23M	5	0.02%	Reduced
294	QIM Quantitative Investment Management Charlottesville, Virginia	$3.47M	-$11.5M	2	0.04%	Reduced
295	Group One Trading Chicago, Illinois	$3.44M	-$1.45M	5	0.03%	Reduced
296	United Capital Financial Advisors Irving, Texas	$3.41M	+$307K	1	0.03%	Increased
297	UBS O'Connor Chicago, Illinois	$3.4M	+$3.71M	1	0.05%	New
298	Advisors Asset Management Monument, Colorado	$3.37M	+$881K	3	0.06%	Increased
299	SCM Suffolk Capital Management New York	$3.37M	+$2.83M	3	0.44%	Increased
300	Bahl & Gaynor Cincinnati, Ohio	$3.36M	-$1.24M	1	0.04%	Reduced