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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	LPL Financial San Diego, California	$2.17M	+$64.8K	3	0.01%	Increased
327	Algert Global San Francisco, California	$2.16M	-$515K	3	0.81%	Reduced
328	Commonwealth Equity Services Waltham, Massachusetts	$2.14M	+$158K	2	0.02%	Increased
329	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.13M	+$1.57M	1	0.25%	New
330	SCM Stevens Capital Management Radnor, Pennsylvania	$2.12M	+$136K	2	0.08%	Increased
331	Fifth Third Bancorp Cincinnati, Ohio	$2.12M	+$289K	5	0.02%	Increased
332	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$2.11M	+$2.4M	1	0.1%	New
333	EMG Ellington Management Group Old Greenwich, Connecticut	$2.09M	+$1.34M	1	0.9%	Increased
334	EIM Essex Investment Management Boston, Massachusetts	$2.08M	+$1.23M	2	0.36%	Increased
335	TC TFS Capital West Chester, Pennsylvania	$2.06M	-$1.36M	3	0.3%	Reduced
336	DC Deere & Company Moline, Illinois	$2M	-$194K	1	0.11%	Reduced
337	TDC Thompson Davis & Co Richmond, Virginia	$1.99M	+$1.05M	7	2.96%	Increased
338	Laurion Capital Management New York	$1.99M	+$1.72M	2	0.03%	New
339	WAM World Asset Management Detroit, Michigan	$1.95M	+$861K	1	0.08%	Increased
340	Squarepoint New York	$1.92M	+$1.69M	4	0.15%	New
341	VAS Valicenti Advisory Services Elmira, New York	$1.91M	-$73.4K	1	1.25%	Reduced
342	BlueCrest Capital Management St Helier, Jersey	$1.9M	-$3.15M	3	0.12%	Reduced
343	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.9M	+$203K	9	0%	Increased
344	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.89M	-$544K	1	0.06%	Reduced
345	FMT First Mercantile Trust Cordova, Tennessee	$1.86M	-$864K	4	0.23%	Reduced
346	Analytic Investors Los Angeles, California	$1.85M	+$503K	1	0.02%	Increased
347	Creative Planning Overland Park, Kansas	$1.79M	-$4.47M	8	0.01%	Reduced
348	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.78M	+$313K	2	0.07%	Increased
349	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.77M	+$1.6M	2	0.08%	New
350	BAMCO Inc New York	$1.75M	$0	1	0.01%	Maintained