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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	BCM Bayesian Capital Management Brooklyn, New York	$3.33M	+$1.93M	4	0.57%	Increased
302	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.3M	-$952K	1	1.05%	Reduced
303	Amalgamated Bank New York	$3.3M	+$374K	4	0.06%	Increased
304	Advisor Group Phoenix, Arizona	$3.26M	+$430K	8	0.02%	Increased
305	OAM Origin Asset Management London, United Kingdom	$3.24M	$0	1	0.27%	Maintained
306	PP Patten & Patten Chattanooga, Tennessee	$3.24M	-$1.44M	2	0.33%	Reduced
307	RIL Rothschild Investment LLC Chicago, Illinois	$3.2M	+$2.64M	1	0.32%	New
308	WCM Weld Capital Management New York	$3.19M	+$941K	4	0.62%	Increased
309	TCM Tieton Capital Management Yakima, Washington	$3.19M	+$169K	1	2.55%	Increased
310	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.12M	-$6.17M	3	0.02%	Reduced
311	MHP Manatuck Hill Partners Westport, Connecticut	$3.12M	-$469K	2	1.62%	Reduced
312	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.11M	-$284K	5	0.1%	Reduced
313	State of Alaska Department of Revenue Juneau, Alaska	$3.1M	-$829K	5	0.04%	Reduced
314	CAM Covenant Asset Management Chester, New Jersey	$3.09M	+$661K	1	1.35%	Increased
315	PEAK6 Investments Chicago, Illinois	$3.06M	-$1.16M	3	0.02%	Reduced
316	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.05M	-$1.06M	3	0.02%	Reduced
317	CIM Cowen Investment Management New York	$3.03M	+$3.21M	1	0.98%	New
318	TA Teton Advisors Rye, New York	$3.01M	-$445K	2	0.31%	Reduced
319	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.99M	-$298K	7	0%	Reduced
320	US Bancorp Minneapolis, Minnesota	$2.98M	+$295K	8	0.01%	Increased
321	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.92M	+$8.16K	4	0.05%	Increased
322	Natixis Advisors Boston, Massachusetts	$2.91M	-$1.33M	2	0.02%	Reduced
323	Crossmark Global Holdings Houston, Texas	$2.9M	+$261K	4	0.08%	Increased
324	PP PDT Partners New York	$2.87M	-$3.56M	3	0.18%	Reduced
325	Twin Tree Management Dallas, Texas	$2.86M	-$1.95M	1	0.01%	Reduced