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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	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.12M	-$13.5K	1	0.43%	Reduced
277	PCM Prelude Capital Management New York	$3.05M	+$1.23M	5	0.2%	Increased
278	Bridgeway Capital Management Houston, Texas	$3.02M	+$847K	3	0.04%	Increased
279	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.02M	-$300K	4	0.17%	Reduced
280	LPL Financial San Diego, California	$3.01M	+$276K	5	0.01%	Increased
281	PCM Piermont Capital Management St. Louis, Missouri	$3M	+$53.9K	1	1.42%	Increased
282	Natixis Advisors Boston, Massachusetts	$2.98M	+$439K	2	0.03%	Increased
283	Advisors Asset Management Monument, Colorado	$2.87M	-$491K	4	0.06%	Reduced
284	Gotham Asset Management New York	$2.85M	-$13.5M	2	0.04%	Reduced
285	CC Cipher Capital New York	$2.84M	+$2.37M	3	0.4%	Increased
286	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.82M	+$3.04M	5	0.17%	New
287	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.81M	-$41.8K	9	0%	Reduced
288	Nuveen Charlotte, North Carolina	$2.77M	-$1.34M	1	0.02%	Reduced
289	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.75M	+$939K	1	2.47%	Increased
290	RHJA Rice Hall James & Associates San Diego, California	$2.72M	-$12.9M	2	0.1%	Reduced
291	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.72M	+$66.1K	1	1.89%	Increased
292	Wolverine Trading Chicago, Illinois	$2.67M	+$482K	7	0.01%	Increased
293	OppenheimerFunds New York	$2.65M	+$784K	5	0%	Increased
294	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.64M	-$325K	1	0.02%	Reduced
295	Sculptor Capital New York	$2.63M	-$1.84M	1	0.02%	Reduced
296	SCA Summit Creek Advisors Minneapolis, Minnesota	$2.6M	-$104K	1	0.53%	Reduced
297	Boothbay Fund Management New York	$2.6M	+$295K	4	0.38%	Increased
298	AIM Alambic Investment Management Belvedere, California	$2.6M	+$2.97M	2	1.09%	Increased
299	AIC Ameritas Investment Company Lincoln, Nebraska	$2.58M	+$3.03M	1	0.56%	New
300	IAS IMA Advisory Services Denver, Colorado	$2.55M	+$2.99M	1	1.19%	New