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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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.02M	+$78.6K	2	0.02%	Increased
327	EBIM Eagle Boston Investment Management Boston, Massachusetts	$2M	+$316K	2	0.69%	Increased
328	MF MHI Funds Woodstock, New York	$2M	-$176K	1	2.11%	Reduced
329	Manning & Napier Group Fairport, New York	$1.99M	+$155K	1	0.02%	Increased
330	TA Townsend & Associates Westminster, Colorado	$1.99M	+$1.92M	1	2.28%	New
331	Trexquant Investment Stamford, Connecticut	$1.98M	-$2.08M	4	0.12%	Reduced
332	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.95M	-$21.6K	5	0.05%	Reduced
333	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.94M	-$5.4K	1	0.38%	Reduced
334	GCP GSA Capital Partners London, United Kingdom	$1.93M	-$708K	4	0.22%	Reduced
335	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.86M	$0	1	0.02%	Maintained
336	BNP Paribas Financial Markets Paris, France	$1.86M	-$840K	9	0%	Reduced
337	TAL TIG Advisors LLC New York	$1.81M	+$2.09M	1	0.16%	New
338	WSCM Wellington Shields Capital Management New York	$1.78M	+$1.38M	1	0.34%	Increased
339	Bahl & Gaynor Cincinnati, Ohio	$1.78M	-$290K	1	0.02%	Reduced
340	SRAM Stone Ridge Asset Management New York	$1.77M	+$926K	3	0.11%	Increased
341	GHCM Glen Harbor Capital Management San Diego, California	$1.75M	-$77.7K	4	0.04%	Reduced
342	WC Wexford Capital West Palm Beach, Florida	$1.72M	-$477K	1	0.15%	Reduced
343	Loews Corp New York	$1.72M	$0	1	0.01%	Maintained
344	CG Cutler Group San Francisco, California	$1.71M	+$1.31M	6	0.16%	Increased
345	Oppenheimer & Co New York	$1.7M	-$315K	2	0.05%	Reduced
346	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.7M	+$1.58M	1	0.41%	New
347	Benjamin F. Edwards & Company St. Louis, Missouri	$1.69M	-$215K	4	0.18%	Reduced
348	O'Shaughnessy Asset Management Stamford, Connecticut	$1.69M	+$1.21M	2	0.04%	Increased
349	DTL Dynamic Technology Lab Singapore	$1.67M	+$575K	4	0.29%	Increased
350	NC Northpointe Capital Bloomfield Hills, Michigan	$1.66M	-$1.39M	1	0.37%	Reduced