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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	Nisa Investment Advisors St. Louis, Missouri	$711K	+$18.4K	2	0.01%	Increased
327	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$697K	-$40.4K	1	0.34%	Reduced
328	RHBC R.H. Bluestein & Co Birmingham, Michigan	$680K	-$154K	1	0.04%	Reduced
329	EEG E.E. Geduld	$679K	+$584K	1	0.37%	New
330	PPCM Pillar Pacific Capital Management Pacifica, California	$677K	$0	2	0.12%	Maintained
331	Verition Fund Management Greenwich, Connecticut	$672K	-$408K	2	0.15%	Reduced
332	CPIM Columbia Partners Investment Management Alexandria, Virginia	$668K	-$5.61M	1	0.03%	Reduced
333	Janney Montgomery Scott Philadelphia, Pennsylvania	$663K	-$136K	1	0.01%	Reduced
334	JC Jetstream Capital Brentwood, Tennessee	$662K	+$596K	1	0.05%	New
335	Engineers Gate Manager New York	$660K	+$579K	2	0.19%	New
336	Fifth Third Bancorp Cincinnati, Ohio	$655K	+$16.2K	2	0.01%	Increased
337	Ameritas Investment Partners Lincoln, Nebraska	$648K	-$274K	2	0.04%	Reduced
338	Boothbay Fund Management New York	$641K	+$998K	4	0.5%	New
339	KIC Keating Investment Counselors Delray Beach, Florida	$614K	-$63.4K	1	0.31%	Reduced
340	Oregon Public Employees Retirement Fund Tigard, Oregon	$607K	-$333K	1	0.01%	Reduced
341	PCM Perkins Capital Management Wayzata, Minnesota	$595K	-$638	1	0.51%	Reduced
342	EverPoint Asset Management Stamford, Connecticut	$582K	+$501K	1	0.01%	New
343	TM Tiger Management New York	$575K	-$744K	1	0.11%	Reduced
344	PAM Princeton Alpha Management Princeton Junction, New Jersey	$572K	-$780K	2	0.16%	Reduced
345	ZCM Zebra Capital Management Stamford, Connecticut	$570K	-$68.9K	1	0.22%	Reduced
346	Vident Investment Advisory Alpharetta, Georgia	$569K	+$535K	1	0.19%	New
347	FCI Financial Counselors Inc Overland Park, Kansas	$564K	-$27.8K	1	0.04%	Reduced
348	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$553K	+$536K	2	0.19%	New
349	Glenmede Trust Philadelphia, Pennsylvania	$551K	-$271K	2	0%	Reduced
350	FMA FNY Managed Accounts New York	$547K	+$441K	2	0.64%	Increased