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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	FNYS First New York Securities New York	$1.57M	+$1.35M	1	0.71%	Increased
327	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.55M	+$325K	2	1.1%	Increased
328	HCS Harvest Capital Strategies San Francisco, California	$1.5M	+$1.7M	1	0.27%	New
329	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.49M	+$226K	2	0.46%	Increased
330	TBAM True Bearing Asset Management San Francisco, California	$1.48M	+$77.4K	1	2.51%	Increased
331	Verition Fund Management Greenwich, Connecticut	$1.47M	+$614K	4	0.38%	Increased
332	Legal & General Group London, United Kingdom	$1.47M	+$136K	7	0%	Increased
333	DTL Dynamic Technology Lab Singapore	$1.47M	+$1.34M	3	0.5%	Increased
334	ACM Afton Capital Management Charlotte, North Carolina	$1.45M	+$1.63M	1	4.29%	New
335	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.43M	$0	1	0.01%	Maintained
336	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.37M	+$178K	4	0.05%	Increased
337	CIC Chase Investment Counsel Charlottesville, Virginia	$1.35M	+$141K	1	0.55%	Increased
338	NCM Newland Capital Management New York	$1.33M	-$199K	2	1.21%	Reduced
339	Glenmede Trust Philadelphia, Pennsylvania	$1.33M	+$825K	6	0.01%	Increased
340	WAM World Asset Management Detroit, Michigan	$1.3M	+$96.6K	1	0.05%	Increased
341	QIM Quantitative Investment Management Charlottesville, Virginia	$1.29M	+$453K	2	0.1%	Increased
342	Teacher Retirement System of Texas Austin, Texas	$1.29M	+$1.14M	6	0.01%	Increased
343	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.27M	+$26.6K	8	0%	Increased
344	Ladenburg Thalmann Financial Services Miami, Florida	$1.27M	+$83.5K	8	0.03%	Increased
345	Fifth Third Bancorp Cincinnati, Ohio	$1.27M	+$46K	7	0.01%	Increased
346	First Manhattan New York	$1.27M	+$123K	4	0.01%	Increased
347	Asset Management One Tokyo, Japan	$1.26M	-$254K	2	0.02%	Reduced
348	Dana Investment Advisors Waukesha, Wisconsin	$1.25M	-$297K	1	0.06%	Reduced
349	FQ First Quadrant Glendale, California	$1.25M	+$1.01M	1	0.03%	Increased
350	DC Deere & Company Moline, Illinois	$1.25M	-$342K	3	0.08%	Reduced