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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	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$5.79M	+$4.76M	1	0.33%	Increased
277	VHAM Van Hulzen Asset Management El Dorado Hills, California	$5.78M	-$318K	2	0.87%	Reduced
278	AIM Aigen Investment Management New York	$5.78M	+$2.84M	4	0.74%	Increased
279	Truist Financial Charlotte, North Carolina	$5.7M	-$754K	5	0.01%	Reduced
280	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.67M	+$5.2M	1	1.36%	New
281	Phoenix Financial Givatayim, Israel	$5.65M	-$964K	2	0.24%	Reduced
282	CRCP Copper Rock Capital Partners Boston, Massachusetts	$5.64M	+$5.28M	1	0.97%	New
283	KAM Kopion Asset Management Mckinney, Texas	$5.62M	-$2.37M	1	6.37%	Reduced
284	GIPM G2 Investment Partners Management New York	$5.56M	+$4.54M	1	1.31%	Increased
285	SFM Systematic Financial Management Teaneck, New Jersey	$5.41M	+$4.74M	2	0.28%	Increased
286	Treasurer of the State of North Carolina Raleigh, North Carolina	$5.4M	+$1.44M	2	0.04%	Increased
287	Janney Montgomery Scott Philadelphia, Pennsylvania	$5.3M	+$911K	4	0.03%	Increased
288	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$5.2M	+$215K	1	0.76%	Increased
289	WVP Worth Venture Partners Fort Lee, New Jersey	$5.11M	+$4.32M	2	2.51%	New
290	Walleye Trading New York	$5.02M	-$5.63M	6	0.03%	Reduced
291	Arizona State Retirement System Phoenix, Arizona	$5.01M	-$101K	7	0.07%	Reduced
292	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.99M	-$139K	2	0.04%	Reduced
293	ARM Adirondack Research & Management Guilderland, New York	$4.94M	-$818K	3	6.48%	Reduced
294	MSL Mackay Shields LLC New York	$4.83M	-$1.9M	5	0.04%	Reduced
295	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.77M	+$74.4K	4	0.28%	Increased
296	Tower Research Capital (TRC) New York	$4.75M	+$3.6M	9	0.19%	Increased
297	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$4.71M	+$677K	3	0.06%	Increased
298	MLL Moody Lynn & Lieberson Boston, Massachusetts	$4.69M	+$4.31M	1	0.51%	New
299	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.65M	+$1.73M	3	1.19%	Increased
300	ACM Argent Capital Management St Louis, Missouri	$4.6M	-$193K	2	0.19%	Reduced