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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	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$2.81M	+$2.66M	1	0.29%	New
327	CG Cutler Group San Francisco, California	$2.74M	+$1.73M	6	0.17%	Increased
328	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.69M	+$72.4K	3	0.11%	Increased
329	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.67M	-$16.6M	1	0.11%	Reduced
330	Congress Asset Management Boston, Massachusetts	$2.64M	-$1.63M	1	0.03%	Reduced
331	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.62M	-$1.01M	1	0.22%	Reduced
332	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.58M	+$70.7K	1	0.86%	Increased
333	MCM Marathon Capital Management Hunt Valley, Maryland	$2.51M	+$792K	1	0.85%	Increased
334	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.48M	$0	6	0.42%	Maintained
335	HRT Financial New York	$2.48M	-$130K	5	0.11%	Reduced
336	CC Cipher Capital New York	$2.44M	+$1.81M	2	0.17%	Increased
337	HighTower Advisors Chicago, Illinois	$2.43M	-$913K	3	0.01%	Reduced
338	PM Precept Management Dallas, Texas	$2.38M	+$1.84M	1	1.15%	New
339	Parallax Volatility Advisers San Francisco, California	$2.34M	+$886K	7	0%	Increased
340	RHJA Rice Hall James & Associates San Diego, California	$2.34M	-$17.2K	1	0.08%	Reduced
341	Bridgeway Capital Management Houston, Texas	$2.33M	+$267K	2	0.03%	Increased
342	DCM Dupont Capital Management Wilmington, Delaware	$2.33M	-$508K	5	0.05%	Reduced
343	PCA Providence Capital Advisors Charlotte, North Carolina	$2.33M	+$4.3K	1	1.25%	Increased
344	SC Skylands Capital Milwaukee, Wisconsin	$2.29M	+$1.62M	1	0.33%	Increased
345	Xact Kapitalforvaltning Stockholm, Sweden	$2.28M	-$156K	3	0.04%	Reduced
346	WSCM Wellington Shields Capital Management New York	$2.25M	$0	1	0.35%	Maintained
347	Element Capital Management New York	$2.24M	+$1.85M	1	0.48%	New
348	ACM AlphaCrest Capital Management New York	$2.23M	+$24.1K	4	0.18%	Increased
349	Verition Fund Management Greenwich, Connecticut	$2.23M	-$1.39M	2	0.04%	Reduced
350	Brinker Capital Berwyn, Pennsylvania	$2.21M	+$246K	2	0.07%	Increased