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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	Nomura Holdings Tokyo, Japan	$2.54M	+$1.51M	3	0.01%	Increased
327	FRM Foundation Resource Management Little Rock, Arkansas	$2.53M	-$49.9K	1	0.55%	Reduced
328	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.52M	-$108K	4	0.04%	Reduced
329	BAM Blueshift Asset Management Red Bank, New Jersey	$2.51M	+$64.3K	3	0.38%	Increased
330	TA Teton Advisors Rye, New York	$2.5M	$0	3	0.25%	Maintained
331	Catalyst Capital Advisors Huntington, New York	$2.48M	+$619K	1	0.08%	Increased
332	LSC Lesa Sroufe & Co Seattle, Washington	$2.45M	+$2.5M	1	2.34%	New
333	Advisors Asset Management Monument, Colorado	$2.45M	+$233K	4	0.05%	Increased
334	ProShare Advisors Bethesda, Maryland	$2.44M	-$253K	4	0.01%	Reduced
335	FQ First Quadrant Glendale, California	$2.44M	+$1.95M	2	0.23%	Increased
336	Amalgamated Bank New York	$2.42M	-$45.7K	4	0.05%	Reduced
337	MCM Marathon Capital Management Hunt Valley, Maryland	$2.4M	+$308K	1	0.97%	Increased
338	Loews Corp New York	$2.34M	$0	1	0.02%	Maintained
339	GHCM Glen Harbor Capital Management San Diego, California	$2.32M	+$52.9K	5	0.05%	Increased
340	AMG National Trust Bank Greenwood Village, Colorado	$2.3M	-$76.8K	1	0.13%	Reduced
341	HRT Financial New York	$2.28M	+$1.31M	4	0.11%	Increased
342	Capital Fund Management (CFM) Paris, France	$2.25M	+$1.97M	4	0.02%	Increased
343	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.21M	+$564K	3	0.1%	Increased
344	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.19M	+$2M	1	0.58%	New
345	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.19M	+$641K	1	0.02%	Increased
346	LSCM LaSalle Street Capital Management Chicago, Illinois	$2.17M	-$45.1K	1	2.52%	Reduced
347	RHJA Rice Hall James & Associates San Diego, California	$2.17M	-$637K	1	0.08%	Reduced
348	CAM Covenant Asset Management Chester, New Jersey	$2.16M	+$2.31M	1	1.08%	New
349	IA Icon Advisers Greenwood Village, Colorado	$2.15M	-$267K	1	0.32%	Reduced
350	PCA Providence Capital Advisors Charlotte, North Carolina	$2.13M	+$89.3K	1	1.25%	Increased