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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	BA Bard Associates Chicago, Illinois	$8.77M	-$27.2K	1	3.09%	Reduced
277	CCP Clough Capital Partners Boston, Massachusetts	$8.76M	+$8.77M	1	0.66%	New
278	Nordea Investment Management Stockholm, Sweden	$8.69M	+$267K	1	0.01%	Increased
279	OCM Osterweis Capital Management San Francisco, California	$8.66M	-$3.5M	1	0.48%	Reduced
280	Ameritas Advisory Services Lincoln, Nebraska	$8.61M	-$1.47M	2	0.32%	Reduced
281	Ameritas Investment Partners Lincoln, Nebraska	$8.61M	+$24.9K	8	0.31%	Increased
282	FVCM F&V Capital Management Boca Raton, Florida	$8.59M	+$550K	1	2.6%	Increased
283	KA Kovack Advisors Ft. Lauderdale, Florida	$8.55M	-$1.06M	5	0.88%	Reduced
284	TCM Tegean Capital Management New York	$8.53M	-$3.7M	2	8.95%	Reduced
285	Teacher Retirement System of Texas Austin, Texas	$8.5M	+$2.55M	8	0.04%	Increased
286	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$8.41M	+$6.13M	3	0.01%	Increased
287	Old Mission Capital Chicago, Illinois	$8.4M	+$6.49M	3	0.24%	Increased
288	SG Americas Securities New York	$8.25M	-$465K	7	0.06%	Reduced
289	Arizona State Retirement System Phoenix, Arizona	$8.2M	+$44.8K	7	0.07%	Increased
290	SI Sora Investors Bryn Mawr, Pennsylvania	$8.19M	+$8.84M	1	3.8%	New
291	First Manhattan New York	$8.18M	+$15.3K	5	0.03%	Increased
292	Allspring Global Investments Charlotte, North Carolina	$8.15M	-$886K	6	0.01%	Reduced
293	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.07M	-$200K	4	0.08%	Reduced
294	MAP Moody Aldrich Partners Marblehead, Massachusetts	$7.98M	+$889K	1	1.12%	Increased
295	MAM Mastrapasqua Asset Management Nashville, Tennessee	$7.88M	-$310K	1	0.88%	Reduced
296	TAM Tabor Asset Management New York	$7.86M	+$7.99M	2	4.33%	New
297	HP Harvey Partners Tarrytown, New York	$7.8M	+$4.87M	1	1.92%	Increased
298	Zurich Cantonal Bank Zurich, Switzerland	$7.8M	+$510K	7	0.04%	Increased
299	E Ergoteles New York	$7.79M	-$2.7M	4	0.29%	Reduced
300	Boothbay Fund Management New York	$7.78M	+$4.01M	8	0.18%	Increased