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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	Profund Advisors Bethesda, Maryland	$5.02M	+$164K	4	0.22%	Increased
302	GECH Garnet Equity Capital Holdings New York	$4.95M	-$1.71M	1	1.46%	Reduced
303	Wolverine Trading Chicago, Illinois	$4.94M	+$1.01M	5	0.01%	Increased
304	MC Maplelane Capital New York	$4.94M	-$8.46M	1	0.06%	Reduced
305	HSBC Holdings London, United Kingdom	$4.88M	+$564K	8	0.01%	Increased
306	WPC White Pine Capital Bloomington, Minnesota	$4.87M	+$328K	4	1.72%	Increased
307	CIBC World Market Toronto, Ontario, Canada	$4.74M	+$1.87M	4	0.02%	Increased
308	Baird Financial Group Milwaukee, Wisconsin	$4.69M	+$349K	3	0.01%	Increased
309	EI EAM Investors Solana Beach, California	$4.68M	+$3.6M	2	0.77%	New
310	Shelton Capital Management Denver, Colorado	$4.67M	-$4.3M	4	0.21%	Reduced
311	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.67M	+$384K	4	0.03%	Increased
312	HCM Horrell Capital Management Little Rock, Arkansas	$4.66M	-$3.58M	2	2.01%	Reduced
313	Squarepoint New York	$4.58M	-$14.3M	5	0.03%	Reduced
314	State of Alaska Department of Revenue Juneau, Alaska	$4.46M	-$261K	5	0.05%	Reduced
315	Bahl & Gaynor Cincinnati, Ohio	$4.38M	-$17.5K	2	0.03%	Reduced
316	MSL Mackay Shields LLC New York	$4.37M	+$69.3K	3	0.03%	Increased
317	RHJA Rice Hall James & Associates San Diego, California	$4.35M	+$1.47M	3	0.15%	Increased
318	AIM Aigen Investment Management New York	$4.31M	+$3.97M	2	0.56%	New
319	Nomura Holdings Tokyo, Japan	$4.31M	+$400K	4	0.01%	Increased
320	Boothbay Fund Management New York	$4.27M	+$5.62M	5	0.16%	Increased
321	ARM Adirondack Research & Management Guilderland, New York	$4.24M	-$1.71M	3	5.79%	Reduced
322	Nisa Investment Advisors St. Louis, Missouri	$4.22M	+$1.94K	7	0.03%	Increased
323	Crossmark Global Holdings Houston, Texas	$4.22M	+$161K	4	0.11%	Increased
324	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.2M	+$9.23K	1	2.42%	Increased
325	Public Employees Retirement Association of Colorado Denver, Colorado	$4.15M	-$68.5K	6	0.02%	Reduced