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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	AssetMark Inc Concord, California	$3.15M	-$6.37K	2	0.03%	Reduced
277	FRM Foundation Resource Management Little Rock, Arkansas	$3.14M	-$54K	1	0.61%	Reduced
278	Loews Corp New York	$3.14M	$0	1	0.02%	Maintained
279	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.09M	-$3.33M	9	0%	Reduced
280	SST S Squared Technology New York	$3.07M	$0	1	2.41%	Maintained
281	SFM Systematic Financial Management Teaneck, New Jersey	$3.04M	+$202K	3	0.07%	Increased
282	State of Michigan Retirement System Lansing, Michigan	$3.04M	-$2.8K	2	0.02%	Reduced
283	CM Crestline Management Fort Worth, Texas	$3.02M	+$1.44M	1	0.28%	Increased
284	FIM Freedom Investment Management Hartford, Connecticut	$3.02M	-$88.1K	4	0.19%	Reduced
285	Wolverine Trading Chicago, Illinois	$3.02M	+$2.04M	5	0.01%	Increased
286	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.01M	-$114K	1	0.37%	Reduced
287	AMG National Trust Bank Greenwood Village, Colorado	$2.98M	+$20.8K	1	0.18%	Increased
288	Bahl & Gaynor Cincinnati, Ohio	$2.96M	-$15.9K	1	0.04%	Reduced
289	GCP GSA Capital Partners London, United Kingdom	$2.94M	+$792K	4	0.16%	Increased
290	Todd Asset Management Louisville, Kentucky	$2.94M	-$451K	1	0.08%	Reduced
291	Driehaus Capital Management Chicago, Illinois	$2.91M	+$2.9M	1	0.09%	New
292	EBIM Eagle Boston Investment Management Boston, Massachusetts	$2.89M	+$609K	1	0.26%	Increased
293	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.88M	-$420K	2	0.02%	Reduced
294	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.85M	-$1.05M	3	0.02%	Reduced
295	HighTower Advisors Chicago, Illinois	$2.84M	-$2.73M	2	0.02%	Reduced
296	Natixis Advisors Boston, Massachusetts	$2.84M	-$214K	2	0.03%	Reduced
297	QIM Quantitative Investment Management Charlottesville, Virginia	$2.83M	-$473K	2	0.1%	Reduced
298	Profund Advisors Bethesda, Maryland	$2.81M	+$109K	5	0.11%	Increased
299	CC Colrain Capital Boston, Massachusetts	$2.79M	+$666K	1	2.98%	Increased
300	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.79M	+$86.3K	1	1.81%	Increased