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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
301	Suntrust Banks Atlanta, Georgia	$1.2M	-$7.38K	3	0.01%	Reduced
302	Natixis Advisors Boston, Massachusetts	$1.2M	-$37K	2	0.02%	Reduced
303	RI Redwood Investments Boston, Massachusetts	$1.19M	-$36.4K	1	0.15%	Reduced
304	TD Asset Management Toronto, Ontario, Canada	$1.18M	+$431K	3	0%	Increased
305	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.18M	+$899K	2	0.04%	Increased
306	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.17M	$0	3	0.09%	Maintained
307	MWR McAdams Wright Ragen Seattle, Washington	$1.15M	-$2.39M	1	0.06%	Reduced
308	HSBC Holdings London, United Kingdom	$1.15M	+$228K	1	0%	Increased
309	Macquarie Group Sydney, NSW 2000, Australia	$1.15M	-$354K	1	0%	Reduced
310	Point72 Asset Management Stamford, Connecticut	$1.14M	+$1.15M	1	0.01%	New
311	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.13M	+$4.41K	2	0.04%	Increased
312	Credit Agricole Montrouge Cedex, France	$1.13M	+$986K	2	0%	Increased
313	DCM Dynamic Capital Management St. Helier, Jersey	$1.12M	-$222K	2	0.32%	Reduced
314	Whittier Trust South Pasadena, California	$1.12M	$0	2	0.06%	Maintained
315	FMT First Mercantile Trust Cordova, Tennessee	$1.11M	+$177K	2	0.09%	Increased
316	KIC Keating Investment Counselors Delray Beach, Florida	$1.1M	-$16.9K	1	0.53%	Reduced
317	First Manhattan New York	$1.08M	+$678K	2	0.01%	Increased
318	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.08M	$0	3	0.01%	Maintained
319	NA Navellier & Associates Reno, Nevada	$1.07M	-$27.6K	1	0.05%	Reduced
320	DCM Dialectic Capital Management Norwalk, Connecticut	$1.07M	-$11.4K	2	0.34%	Reduced
321	MI Markston International White Plains, New York	$1.07M	-$76K	1	0.06%	Reduced
322	GL GLG LLC New York	$1.04M	-$487K	1	0.03%	Reduced
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.02M	-$2.47K	2	0.03%	Reduced
324	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.01M	$0	2	0.2%	Maintained
325	DCM Dupont Capital Management Wilmington, Delaware	$1M	-$293K	1	0.02%	Reduced