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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	Glenmede Trust Philadelphia, Pennsylvania	$1.3M	+$707K	5	0.01%	Increased
327	Employees Retirement System of Texas Austin, Texas	$1.29M	+$1.11M	1	0.02%	New
328	RI Redwood Investments Boston, Massachusetts	$1.29M	-$27.3K	1	0.19%	Reduced
329	DCM Dupont Capital Management Wilmington, Delaware	$1.26M	-$768K	1	0.02%	Reduced
330	Bank of Nova Scotia Toronto, Ontario, Canada	$1.25M	$0	1	0.01%	Maintained
331	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.24M	+$217K	3	0.1%	Increased
332	Natixis Advisors Boston, Massachusetts	$1.23M	+$1.26M	2	0.02%	New
333	Suntrust Banks Atlanta, Georgia	$1.22M	-$211K	5	0%	Reduced
334	FSA Franklin Street Advisors Chapel Hill, North Carolina	$1.21M	+$125K	1	0.24%	Increased
335	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.2M	+$396K	2	0.04%	Increased
336	ARM Adirondack Research & Management Guilderland, New York	$1.19M	+$1.11M	1	0.45%	New
337	Whittier Trust South Pasadena, California	$1.18M	$0	2	0.06%	Maintained
338	MCC Malaga Cove Capital Pv Estates, California	$1.17M	-$38.6K	1	0.99%	Reduced
339	Axiom Investors Greenwich, Connecticut	$1.16M	+$499K	1	0.03%	Increased
340	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.15M	-$3.25M	1	0.01%	Reduced
341	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.15M	$0	3	0.01%	Maintained
342	MI Markston International White Plains, New York	$1.13M	-$21K	1	0.07%	Reduced
343	SGAM Smith Group Asset Management Dallas, Texas	$1.13M	+$1.19M	1	0.04%	New
344	CIA Capital Impact Advisors Boston, Massachusetts	$1.11M	$0	1	0.9%	Maintained
345	EEG E.E. Geduld	$1.09M	+$138K	2	0.59%	Increased
346	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.09M	+$25.9K	2	0.03%	Increased
347	KIC Keating Investment Counselors Delray Beach, Florida	$1.09M	-$590K	1	0.54%	Reduced
348	Tudor Investment Corp Stamford, Connecticut	$1.09M	+$77.4K	4	0.05%	Increased
349	NA Navellier & Associates Reno, Nevada	$1.07M	+$589K	1	0.05%	Increased
350	STRS Ohio Columbus, Ohio	$1.05M	-$368K	2	0%	Reduced