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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	EIM Essex Investment Management Boston, Massachusetts	$6.68M	+$474K	3	0.83%	Increased
277	First Manhattan New York	$6.57M	+$22.3K	4	0.03%	Increased
278	Zurich Cantonal Bank Zurich, Switzerland	$6.54M	-$402K	7	0.04%	Reduced
279	Gotham Asset Management New York	$6.46M	-$3.61M	4	0.21%	Reduced
280	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.44M	+$734K	1	1.32%	Increased
281	1832 Asset Management Toronto, Ontario, Canada	$6.22M	-$18.2M	1	0.01%	Reduced
282	KBC Group Brussels, Belgium	$6.16M	+$1.49M	1	0.03%	Increased
283	Sit Investment Associates Minneapolis, Minnesota	$6.15M	-$2.41M	2	0.17%	Reduced
284	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.13M	+$16.2K	4	0.18%	Increased
285	SLG Stanley-Laman Group Berwyn, Pennsylvania	$6.11M	+$367K	1	1.08%	Increased
286	IA Icon Advisers Greenwood Village, Colorado	$6.07M	$0	1	1.1%	Maintained
287	PFM Premier Fund Managers Guildford, United Kingdom	$6.05M	+$4.71M	1	0.26%	New
288	CC Cipher Capital New York	$6.03M	+$528K	2	0.73%	Increased
289	Calamos Advisors Naperville, Illinois	$5.94M	$0	1	0.03%	Maintained
290	Commerce Bank Kansas City, Missouri	$5.88M	-$5.45M	2	0.05%	Reduced
291	SAM Sycomore Asset Management Paris, France	$5.77M	+$1.88M	2	1.21%	Increased
292	Treasurer of the State of North Carolina Raleigh, North Carolina	$5.7M	+$15.8K	2	0.04%	Increased
293	Engineers Gate Manager New York	$5.66M	-$6M	7	0.25%	Reduced
294	FP Foundry Partners Minneapolis, Minnesota	$5.65M	+$550K	2	0.22%	Increased
295	ProShare Advisors Bethesda, Maryland	$5.54M	+$1.69M	7	0.02%	Increased
296	EP Edgestream Partners Princeton, New Jersey	$5.46M	-$1.33M	1	0.27%	Reduced
297	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$5.29M	+$1.11M	1	0.06%	Increased
298	Truist Financial Charlotte, North Carolina	$5.28M	+$573K	5	0.01%	Increased
299	Pacer Advisors Malvern, Pennsylvania	$5.08M	-$1.42M	4	0.1%	Reduced
300	Driehaus Capital Management Chicago, Illinois	$5.06M	+$2.94M	1	0.08%	Increased