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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	BB&T Securities Richmond, Virginia	$2.9M	-$8.87K	1	0.03%	Reduced
277	Nuveen Charlotte, North Carolina	$2.88M	+$1.63M	1	0.02%	Increased
278	HCMT Highland Capital Management (Texas) Dallas, Texas	$2.87M	+$2.58M	1	0.15%	New
279	AMG National Trust Bank Greenwood Village, Colorado	$2.84M	+$73.6K	1	0.18%	Increased
280	Trexquant Investment Stamford, Connecticut	$2.79M	+$82.3K	3	0.19%	Increased
281	Bahl & Gaynor Cincinnati, Ohio	$2.76M	-$411K	1	0.03%	Reduced
282	Teacher Retirement System of Texas Austin, Texas	$2.73M	-$2.05M	5	0.02%	Reduced
283	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.72M	+$2.48M	2	0.35%	New
284	AssetMark Inc Concord, California	$2.71M	+$1.43K	2	0.03%	Increased
285	OppenheimerFunds New York	$2.68M	-$298K	5	0%	Reduced
286	SST S Squared Technology New York	$2.66M	+$1.37M	1	2.28%	Increased
287	Great Lakes Advisors Chicago, Illinois	$2.6M	-$515K	1	0.06%	Reduced
288	RHJA Rice Hall James & Associates San Diego, California	$2.58M	-$13.5K	1	0.1%	Reduced
289	Profund Advisors Bethesda, Maryland	$2.56M	-$341K	4	0.1%	Reduced
290	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.55M	-$1.55M	1	0.33%	Reduced
291	Dana Investment Advisors Waukesha, Wisconsin	$2.49M	-$854K	1	0.11%	Reduced
292	ProShare Advisors Bethesda, Maryland	$2.44M	-$118K	4	0.02%	Reduced
293	AAM Alpine Associates Management Palm Beach, Florida	$2.44M	+$2.19M	1	0.08%	New
294	FSCM Front Street Capital Management Missoula, Montana	$2.43M	-$12.5K	1	0.93%	Reduced
295	State of Alaska Department of Revenue Juneau, Alaska	$2.41M	+$919K	4	0.05%	Increased
296	Gradient Investments Arden Hills, Minnesota	$2.4M	+$2.36M	3	0.13%	Increased
297	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.36M	+$2.33M	1	1.63%	New
298	Natixis Advisors Boston, Massachusetts	$2.31M	+$836K	2	0.02%	Increased
299	Voloridge Investment Management Jupiter, Florida	$2.31M	-$13.9M	1	0.05%	Reduced
300	Virginia Retirement Systems Richmond, Virginia	$2.3M	+$569K	4	0.03%	Increased