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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	JCM Janney Capital Management Pittsburgh, Pennsylvania	$5.38M	+$1.22M	2	0.4%	Increased
277	TCM Tegean Capital Management New York	$5.33M	+$5.7M	1	6.93%	New
278	Tocqueville Asset Management New York	$5.26M	-$1.17M	2	0.1%	Reduced
279	CP CenterBook Partners Greenwich, Connecticut	$5.21M	-$1.54M	2	0.74%	Reduced
280	WVP Worth Venture Partners Fort Lee, New Jersey	$5.2M	-$2.07M	3	2.54%	Reduced
281	State of Michigan Retirement System Lansing, Michigan	$5.16M	-$18.1K	4	0.03%	Reduced
282	CPA Cowen Prime Advisors New York	$5.08M	-$33.8K	2	2.04%	Reduced
283	LSV Asset Management Chicago, Illinois	$5.07M	-$4.38M	1	0.01%	Reduced
284	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$5.01M	-$124K	1	0.61%	Reduced
285	AE Wealth Management Topeka, Kansas	$4.9M	+$819K	3	0.03%	Increased
286	Empirical Wealth Management Seattle, Washington	$4.84M	+$477K	2	0.21%	Increased
287	Prudential Financial Newark, New Jersey	$4.83M	-$274K	6	0.01%	Reduced
288	SAM Scion Asset Management Saratoga, California	$4.76M	-$1.02M	1	4.45%	Reduced
289	HIM Herald Investment Management London, United Kingdom	$4.75M	-$3.65M	1	1.06%	Reduced
290	Brinker Capital Investments Berwyn, Pennsylvania	$4.68M	-$1.58M	4	0.06%	Reduced
291	Orion Portfolio Solutions Omaha, Nebraska	$4.68M	+$4.5M	4	0.06%	New
292	Teacher Retirement System of Texas Austin, Texas	$4.67M	-$1.18M	6	0.03%	Reduced
293	RCAP Resolute Capital Asset Partners Denver, Colorado	$4.67M	-$820K	2	3.41%	Reduced
294	Zurich Cantonal Bank Zurich, Switzerland	$4.65M	-$131K	8	0.02%	Reduced
295	RHJA Rice Hall James & Associates San Diego, California	$4.6M	-$139K	2	0.26%	Reduced
296	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.57M	+$2.58M	5	0.01%	Increased
297	Maven Securities St Helier, Jersey	$4.57M	-$3.26M	1	0.1%	Reduced
298	BA Bard Associates Chicago, Illinois	$4.57M	-$61K	1	1.89%	Reduced
299	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.54M	+$2.64M	4	0.12%	Increased
300	Quantbot Technologies New York	$4.48M	-$1.29M	4	0.32%	Reduced