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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
326	Bank of Nova Scotia Toronto, Ontario, Canada	$811K	-$236K	1	0%	Reduced
327	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$807K	-$9.43K	1	0.4%	Reduced
328	US Bancorp Minneapolis, Minnesota	$786K	-$111K	4	0%	Reduced
329	Bragg Financial Advisors Charlotte, North Carolina	$782K	$0	1	0.2%	Maintained
330	Daiwa Securities Group Tokyo, Japan	$775K	-$287K	1	0.01%	Reduced
331	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$773K	-$547K	1	0%	Reduced
332	PEAK6 Group Chicago, Illinois	$760K	-$85.3K	2	0.01%	Reduced
333	SI Sprott Inc Toronto, Ontario, Canada	$750K	+$225K	1	0.08%	Increased
334	LIM Leavell Investment Management Mobile, Alabama	$735K	-$25.9K	1	0.13%	Reduced
335	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$678K	+$630K	2	0.09%	New
336	SIC Schwartz Investment Counsel Plymouth, Michigan	$666K	$0	1	0.06%	Maintained
337	SAM Securian Asset Management St Paul, Minnesota	$615K	-$1.02K	2	0.02%	Reduced
338	CL Croft-Leominster Baltimore, Maryland	$614K	-$3.91K	2	0.1%	Reduced
339	T TradeWorx Red Bank, New Jersey	$611K	-$1.7M	1	0.28%	Reduced
340	Jefferies Group New York	$602K	-$243K	2	0.01%	Reduced
341	OA OFI Advisors Philadelphia, Pennsylvania	$579K	-$112K	4	0.06%	Reduced
342	CCMH Cornerstone Capital Management Holdings New York	$573K	+$225K	1	0.01%	Increased
343	RCM Reynolds Capital Management Las Vegas, Nevada	$570K	+$423K	3	0.37%	Increased
344	First Manhattan New York	$567K	-$7.55K	2	0%	Reduced
345	Balyasny Asset Management Chicago, Illinois	$566K	-$228K	1	0.01%	Reduced
346	Wedbush Securities Los Angeles, California	$566K	-$209K	1	0.15%	Reduced
347	MCM Monarch Capital Management Fort Wayne, Indiana	$559K	$0	1	0.23%	Maintained
348	TD Asset Management Toronto, Ontario, Canada	$557K	+$18.2K	1	0%	Increased
349	KeyBank National Association Cleveland, Ohio	$550K	+$490K	2	0%	New
350	DJSG D.J. St. Germain Springfield, Massachusetts	$545K	-$3.77K	1	0.09%	Reduced