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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	Credit Agricole Montrouge Cedex, France	$2.17M	-$775K	2	0.01%	Reduced
302	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$2.13M	-$277K	1	0.13%	Reduced
303	Natixis Advisors Boston, Massachusetts	$2.06M	-$162K	2	0.04%	Reduced
304	RHJA Rice Hall James & Associates San Diego, California	$2.05M	+$33.1K	1	0.13%	Increased
305	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.04M	$0	1	0.49%	Maintained
306	PAM Paradigm Asset Management New York	$2.03M	+$1.67M	3	0.27%	Increased
307	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.02M	+$259K	1	0.23%	Increased
308	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2M	+$1.02M	6	0.16%	Increased
309	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.95M	+$248K	4	0.03%	Increased
310	SCM Suffolk Capital Management New York	$1.91M	+$2.13M	1	0.25%	New
311	BAMCO Inc New York	$1.88M	+$385K	1	0.01%	Increased
312	Vident Investment Advisory Alpharetta, Georgia	$1.88M	+$1.5M	2	0.26%	Increased
313	ECM Empire Capital Management Westport, Connecticut	$1.86M	+$1.81M	1	1.33%	New
314	Numeric Investors Boston, Massachusetts	$1.86M	+$1.47M	3	0.02%	Increased
315	PEAK6 Group Chicago, Illinois	$1.83M	-$1.35M	4	0.01%	Reduced
316	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.81M	$0	2	0.39%	Maintained
317	RCM Rotella Capital Management Bellevue, Washington	$1.77M	+$517K	4	0.57%	Increased
318	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.75M	+$441K	4	0.09%	Increased
319	Bank of Nova Scotia Toronto, Ontario, Canada	$1.75M	+$1.81M	1	0.01%	New
320	Mutual of America Capital Management New York	$1.75M	+$199K	1	0.04%	Increased
321	CAM ClariVest Asset Management San Diego, California	$1.73M	+$1.51M	2	0.05%	Increased
322	Shinko Asset Management Company Tokyo, Japan	$1.63M	+$1.86M	1	0.02%	New
323	Commonwealth Equity Services Waltham, Massachusetts	$1.63M	-$104K	2	0.02%	Reduced
324	Envestnet Asset Management Chicago, Illinois	$1.59M	+$527K	4	0.01%	Increased
325	OA OFI Advisors Philadelphia, Pennsylvania	$1.58M	+$563K	5	0.1%	Increased