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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	2C 272 Capital Dallas, Texas	$4.06M	+$1.53M	2	1.61%	Increased
302	Oppenheimer Asset Management New York	$4.05M	+$8.96K	3	0.06%	Increased
303	Davenport & Co Richmond, Virginia	$4.02M	+$2.37M	1	0.03%	Increased
304	PFC Phocas Financial Corp Alameda, California	$4M	-$3.45K	1	0.58%	Reduced
305	Prudential Financial Newark, New Jersey	$3.99M	-$774K	6	0.01%	Reduced
306	Arrowstreet Capital Boston, Massachusetts	$3.87M	-$9.26M	1	0%	Reduced
307	Gotham Asset Management New York	$3.86M	+$1.42M	4	0.08%	Increased
308	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.85M	$0	4	0.17%	Maintained
309	Carnegie Investment Counsel Pepper Pike, Ohio	$3.75M	-$1.54M	1	0.14%	Reduced
310	FHCM Force Hill Capital Management New York	$3.74M	-$14.9M	1	3.23%	Reduced
311	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.68M	+$637K	3	0.02%	Increased
312	Federated Hermes Pittsburgh, Pennsylvania	$3.66M	-$341K	5	0.01%	Reduced
313	BA Bard Associates Chicago, Illinois	$3.66M	-$28.7K	1	1.51%	Reduced
314	DTL Dynamic Technology Lab Singapore	$3.65M	+$2.88M	4	0.36%	Increased
315	ST SAL Trading Bala Cynwyd, Pennsylvania	$3.58M	-$11M	1	5.02%	Reduced
316	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.58M	-$455K	5	0.01%	Reduced
317	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$3.58M	+$2.46M	2	0.28%	Increased
318	SP Summit Partners Boston, Massachusetts	$3.53M	$0	1	0.12%	Maintained
319	Group One Trading Chicago, Illinois	$3.5M	-$1.22M	7	0.01%	Reduced
320	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.48M	-$65.5K	1	0.59%	Reduced
321	HJIM Henry James International Management New York	$3.42M	-$563K	1	1.48%	Reduced
322	Oversea-Chinese Banking Corp (OCBC) Singapore	$3.41M	+$46.2K	1	0.15%	Increased
323	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.41M	+$39.2K	1	0.48%	Increased
324	Teacher Retirement System of Texas Austin, Texas	$3.37M	+$593K	5	0.02%	Increased
325	CYG Clean Yield Group Norwich, Vermont	$3.34M	-$38.1K	1	1.48%	Reduced