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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	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.08M	-$524K	5	0.36%	Reduced
327	Cubist Systematic Strategies Stamford, Connecticut	$2.05M	-$3.7M	5	0.11%	Reduced
328	PP Paloma Partners Greenwich, Connecticut	$2.02M	-$222K	3	0.03%	Reduced
329	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$2M	-$31.5K	1	0.04%	Reduced
330	Ameritas Investment Partners Lincoln, Nebraska	$1.99M	-$8.7K	8	0.09%	Reduced
331	FSCM Front Street Capital Management Missoula, Montana	$1.98M	-$11.4K	1	0.7%	Reduced
332	JGC J. Goldman & Co New York	$1.96M	-$1.1M	2	0.1%	Reduced
333	RIM Rainier Investment Management Seattle, Washington	$1.94M	-$71.4K	1	0.82%	Reduced
334	BCC Bridge City Capital Lake Oswego, Oregon	$1.93M	$0	1	1.4%	Maintained
335	Virginia Retirement Systems Richmond, Virginia	$1.92M	-$723K	4	0.02%	Reduced
336	HSBC Holdings London, United Kingdom	$1.88M	+$1.53M	4	0%	Increased
337	Natixis Advisors Boston, Massachusetts	$1.86M	+$378K	2	0.02%	Increased
338	LPL Financial San Diego, California	$1.85M	-$429K	4	0.01%	Reduced
339	CG Cutler Group San Francisco, California	$1.85M	-$1.56M	6	0.08%	Reduced
340	Nisa Investment Advisors St. Louis, Missouri	$1.82M	-$28.7K	6	0.02%	Reduced
341	AWCI Alpine Woods Capital Investors Purchase, New York	$1.77M	+$83.7K	2	0.09%	Increased
342	GCP GSA Capital Partners London, United Kingdom	$1.75M	+$278K	3	0.11%	Increased
343	Mirae Asset Global Investments Seoul, South Korea	$1.74M	+$1.13M	2	0.02%	Increased
344	CEP Chicago Equity Partners Chicago, Illinois	$1.73M	-$3.08M	2	0.05%	Reduced
345	HL Financial Services Louisville, Kentucky	$1.73M	+$133K	1	0.03%	Increased
346	Barings Charlotte, North Carolina	$1.72M	$0	2	0.02%	Maintained
347	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.71M	-$197K	2	0.02%	Reduced
348	BB&T Securities Richmond, Virginia	$1.7M	+$3.5K	1	0.02%	Increased
349	Los Angeles Capital Management Los Angeles, California	$1.69M	-$21K	2	0.01%	Reduced
350	LCG Lisanti Capital Growth New York	$1.67M	-$366K	1	0.96%	Reduced