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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	PRC Platte River Capital Denver, Colorado	$1.37M	-$183K	1	0.62%	Reduced
302	LPL Financial San Diego, California	$1.35M	+$400K	3	0.01%	Increased
303	Mutual of America Capital Management New York	$1.31M	+$8.73K	1	0.03%	Increased
304	BA Boston Advisors Boston, Massachusetts	$1.3M	+$1.14M	1	0.05%	Increased
305	QS Investors New York	$1.3M	$0	1	0.01%	Maintained
306	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.29M	+$46.6K	2	0.04%	Increased
307	PP PDT Partners New York	$1.27M	+$195K	2	0.03%	Increased
308	Verition Fund Management Greenwich, Connecticut	$1.27M	+$626K	1	0.15%	Increased
309	SIM Spark Investment Management New York	$1.27M	+$701K	3	0.18%	Increased
310	JP Morgan Private Wealth Advisors San Francisco, California	$1.25M	-$149K	2	0.01%	Reduced
311	Legal & General Group London, United Kingdom	$1.25M	+$179K	6	0%	Increased
312	NA Navellier & Associates Reno, Nevada	$1.22M	+$228K	2	0.11%	Increased
313	BAMCO Inc New York	$1.21M	+$1.09M	1	0%	New
314	TD Asset Management Toronto, Ontario, Canada	$1.2M	-$115K	3	0%	Reduced
315	Ladenburg Thalmann Financial Services Miami, Florida	$1.19M	+$822K	6	0.02%	Increased
316	Fifth Third Bancorp Cincinnati, Ohio	$1.18M	+$424K	5	0.01%	Increased
317	OA OFI Advisors Philadelphia, Pennsylvania	$1.18M	+$67.6K	4	0.07%	Increased
318	Bank of Montreal Toronto, Ontario, Canada	$1.18M	-$1.65M	5	0%	Reduced
319	Dana Investment Advisors Waukesha, Wisconsin	$1.17M	+$1,000K	1	0.06%	New
320	DC Deere & Company Moline, Illinois	$1.14M	+$210K	2	0.06%	Increased
321	Parallax Volatility Advisers San Francisco, California	$1.14M	+$663K	4	0%	Increased
322	First Manhattan New York	$1.13M	-$17.9K	2	0.01%	Reduced
323	CC Curian Capital Denver, Colorado	$1.12M	+$223K	1	0.02%	Increased
324	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.1M	-$1.4M	3	0.03%	Reduced
325	DCM Dynamic Capital Management St. Helier, Jersey	$1.05M	+$888K	2	0.38%	Increased