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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	Hantz Financial Services Southfield, Michigan	$4.82M	+$216K	1	0.25%	Increased
277	HighTower Advisors Chicago, Illinois	$4.76M	-$4.01M	4	0.02%	Reduced
278	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.63M	+$949K	3	1.22%	Increased
279	AM Anqa Management Sag Harbor, New York	$4.57M	+$5.72M	1	7.05%	New
280	Moore Capital Management New York	$4.43M	-$2.83M	1	0.08%	Reduced
281	CC Cipher Capital New York	$4.42M	+$4.26M	3	0.58%	Increased
282	GECH Garnet Equity Capital Holdings New York	$4.42M	+$4.72M	1	0.91%	New
283	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.4M	+$386K	3	0.03%	Increased
284	Treasurer of the State of North Carolina Raleigh, North Carolina	$4.38M	-$6.39K	2	0.03%	Reduced
285	Zurich Cantonal Bank Zurich, Switzerland	$4.35M	+$1.37M	7	0.03%	Increased
286	EIM Essex Investment Management Boston, Massachusetts	$4.33M	-$1.8M	3	0.62%	Reduced
287	BPM Bronson Point Management Fairfield, Connecticut	$4.32M	+$1.87M	1	3.46%	Increased
288	SLG Stanley-Laman Group Berwyn, Pennsylvania	$4.26M	+$144K	1	0.94%	Increased
289	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$4.25M	-$476K	2	1.25%	Reduced
290	PCM Portolan Capital Management Boston, Massachusetts	$4.22M	-$9.51M	1	0.48%	Reduced
291	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.21M	+$294K	4	0.19%	Increased
292	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.18M	+$2.98M	1	0.94%	Increased
293	WVP Worth Venture Partners Fort Lee, New Jersey	$4.16M	-$810K	2	3.41%	Reduced
294	ARM Adirondack Research & Management Guilderland, New York	$4.14M	-$751K	3	5.76%	Reduced
295	Eaton Vance Management Boston, Massachusetts	$3.93M	-$12.7K	3	0.01%	Reduced
296	KPF K2 Principal Fund Toronto, Ontario, Canada	$3.91M	+$3.27M	1	0.58%	Increased
297	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.8M	-$1.87M	3	0.03%	Reduced
298	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.68M	-$746K	4	0.02%	Reduced
299	BIG Boothe Investment Group Dover, Delaware	$3.67M	+$34.4K	1	3.13%	Increased
300	Profund Advisors Bethesda, Maryland	$3.66M	+$240K	4	0.19%	Increased