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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	MAM Marketfield Asset Management New York	$4.63M	-$138K	1	2.49%	Reduced
277	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.47M	+$18.1K	3	0.08%	Increased
278	Old Mission Capital Chicago, Illinois	$4.46M	+$4.72M	1	0.34%	New
279	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.33M	-$305K	1	3.83%	Reduced
280	MCM Maytus Capital Management New York	$4.3M	+$41.1K	2	2.13%	Increased
281	PP Paloma Partners Greenwich, Connecticut	$4.19M	-$1.28M	3	0.06%	Reduced
282	Virginia Retirement Systems Richmond, Virginia	$4.13M	+$1.17M	3	0.04%	Increased
283	QIM Quantitative Investment Management Charlottesville, Virginia	$4.06M	+$1.53M	1	0.12%	Increased
284	Envestnet Asset Management Chicago, Illinois	$3.97M	-$508K	6	0%	Reduced
285	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.95M	+$14.2K	4	0.2%	Increased
286	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.82M	+$3.41M	1	0.03%	New
287	MAP Moody Aldrich Partners Marblehead, Massachusetts	$3.79M	+$934K	1	0.78%	Increased
288	IAS IMA Advisory Services Denver, Colorado	$3.79M	-$823K	1	1.41%	Reduced
289	Wolverine Trading Chicago, Illinois	$3.76M	+$685K	6	0.01%	Increased
290	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.73M	+$223K	3	0.02%	Increased
291	BCM Beck Capital Management Austin, Texas	$3.71M	+$3.06M	1	1.82%	New
292	DTL Dynamic Technology Lab Singapore	$3.58M	+$1.36M	4	0.57%	Increased
293	CEP Chicago Equity Partners Chicago, Illinois	$3.54M	-$1.51M	3	0.2%	Reduced
294	Eaton Vance Management Boston, Massachusetts	$3.46M	-$34.6K	3	0.01%	Reduced
295	ProShare Advisors Bethesda, Maryland	$3.45M	+$384K	4	0.02%	Increased
296	WPC White Pine Capital Bloomington, Minnesota	$3.43M	-$1.9M	3	1.34%	Reduced
297	Loews Corp New York	$3.41M	$0	1	0.03%	Maintained
298	NCGI Next Century Growth Investors Plymouth, Minnesota	$3.41M	+$1.41M	1	0.44%	Increased
299	GIPM G2 Investment Partners Management New York	$3.4M	-$4.42M	2	1.1%	Reduced
300	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$3.34M	+$3.5M	2	0.11%	New