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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	Moore Capital Management New York	$872K	+$1.01M	1	0.02%	New
327	Whittier Trust South Pasadena, California	$868K	$0	2	0.04%	Maintained
328	Glenmede Trust Philadelphia, Pennsylvania	$860K	-$411K	5	0.01%	Reduced
329	Janney Montgomery Scott Philadelphia, Pennsylvania	$856K	-$1.08M	1	0.02%	Reduced
330	Oregon Public Employees Retirement Fund Tigard, Oregon	$856K	+$19K	2	0.02%	Increased
331	PCM Perkins Capital Management Wayzata, Minnesota	$855K	-$11.9K	1	0.72%	Reduced
332	DCM Dialectic Capital Management Norwalk, Connecticut	$835K	+$82.5K	1	0.2%	Increased
333	RCM Riverhead Capital Management Wilmington, Delaware	$830K	$0	1	0.01%	Maintained
334	Ameritas Investment Partners Lincoln, Nebraska	$810K	-$12.3K	3	0.06%	Reduced
335	GL GLG LLC New York	$805K	$0	1	0.02%	Maintained
336	Legal & General Group London, United Kingdom	$804K	+$869K	6	0%	New
337	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$793K	-$44.7K	1	0.39%	Reduced
338	QS Batterymarch Financial Management New York	$775K	+$711K	1	0.02%	New
339	OA OFI Advisors Philadelphia, Pennsylvania	$770K	+$101K	4	0.05%	Increased
340	Creative Planning Overland Park, Kansas	$747K	+$52K	4	0.01%	Increased
341	KIC Keating Investment Counselors Delray Beach, Florida	$727K	-$482K	1	0.38%	Reduced
342	DTL Dynamic Technology Lab Singapore	$713K	+$387K	4	0.35%	Increased
343	Bank of Nova Scotia Toronto, Ontario, Canada	$706K	-$10.8M	1	0%	Reduced
344	PCM Prelude Capital Management New York	$696K	+$26.6K	3	0.1%	Increased
345	People's United Financial Bridgeport, Connecticut	$691K	+$28K	2	0.04%	Increased
346	OAM Oxford Asset Management Oxford, United Kingdom	$690K	+$500K	1	0.02%	Increased
347	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$682K	-$273K	2	0.06%	Reduced
348	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$680K	+$187K	2	0.09%	Increased
349	FM Forward Management San Francisco, California	$679K	$0	2	0.04%	Maintained
350	Fifth Third Bancorp Cincinnati, Ohio	$661K	+$87.9K	2	0.01%	Increased