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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	CPA Cowen Prime Advisors New York	$5.52M	+$2.95M	2	2.27%	Increased
277	Teacher Retirement System of Texas Austin, Texas	$5.49M	-$1.16M	7	0.04%	Reduced
278	KBC Group Brussels, Belgium	$5.49M	+$160K	3	0.03%	Increased
279	PHS Pekin Hardy Strauss Chicago, Illinois	$5.42M	+$2.41M	2	0.75%	Increased
280	Nordea Investment Management Stockholm, Sweden	$5.37M	-$145K	1	0.01%	Reduced
281	Acadian Asset Management Boston, Massachusetts	$5.27M	-$38M	2	0.03%	Reduced
282	SAM Scion Asset Management Saratoga, California	$5.26M	+$5.22M	1	11.31%	New
283	Prudential Financial Newark, New Jersey	$5.24M	+$1.94M	6	0.01%	Increased
284	RHJA Rice Hall James & Associates San Diego, California	$5.24M	-$279K	2	0.3%	Reduced
285	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.23M	$0	2	0.85%	Maintained
286	Walleye Trading New York	$5.22M	-$4.52M	2	0.01%	Reduced
287	AC AWH Capital Dallas, Texas	$5.17M	+$954K	1	6.43%	Increased
288	KA Kovack Advisors Ft. Lauderdale, Florida	$5.15M	-$276K	3	0.75%	Reduced
289	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$4.95M	+$246K	1	0.61%	Increased
290	HJIM Henry James International Management New York	$4.94M	-$27.5K	1	2.39%	Reduced
291	Great Lakes Advisors Chicago, Illinois	$4.93M	-$115K	1	0.28%	Reduced
292	State of Michigan Retirement System Lansing, Michigan	$4.88M	+$90.5K	4	0.03%	Increased
293	National Bank of Canada Montreal, Quebec, Canada	$4.81M	-$3.32M	7	0.01%	Reduced
294	PEAK6 Investments Chicago, Illinois	$4.81M	-$5.17M	3	0.03%	Reduced
295	FVCM F&V Capital Management Boca Raton, Florida	$4.78M	-$12.3K	1	1.59%	Reduced
296	APP Alpha Paradigm Partners Chicago, Illinois	$4.68M	+$166K	5	1.93%	Increased
297	Natixis Paris, France	$4.64M	-$33.4M	4	0.03%	Reduced
298	Engineers Gate Manager New York	$4.57M	+$2.04M	4	0.27%	Increased
299	Aquatic Capital Management Chicago, Illinois	$4.54M	-$237K	6	0.33%	Reduced
300	Zurich Cantonal Bank Zurich, Switzerland	$4.54M	+$102K	8	0.02%	Increased