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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	KAS Kemnay Advisory Services New York	$5.89M	+$5.98M	1	1.05%	New
327	LGT Group Foundation Vaduz, Liechtenstein	$5.77M	+$431K	2	0.13%	Increased
328	PEAK6 Investments Chicago, Illinois	$5.65M	+$1.51M	3	0.01%	Increased
329	Cambridge Investment Research Advisors Fairfield, Iowa	$5.54M	-$856K	6	0.03%	Reduced
330	DCP Distillate Capital Partners Chicago, Illinois	$5.53M	+$909K	1	0.79%	Increased
331	Segall Bryant & Hamill Chicago, Illinois	$5.52M	-$108K	1	0.05%	Reduced
332	National Bank of Canada Montreal, Quebec, Canada	$5.49M	+$2.7M	6	0.02%	Increased
333	Cowen and Company New York	$5.46M	$0	1	0.53%	Maintained
334	ProShare Advisors Bethesda, Maryland	$5.41M	-$1.16M	6	0.01%	Reduced
335	Janney Montgomery Scott Philadelphia, Pennsylvania	$5.37M	-$251K	4	0.02%	Reduced
336	Panagora Asset Management Boston, Massachusetts	$5.34M	-$744K	3	0.03%	Reduced
337	1CM 1492 Capital Management Milwaukee, Wisconsin	$5.3M	+$1.43M	2	2.81%	Increased
338	KC Knuff & Co Foster City, California	$5.29M	+$421K	1	1.92%	Increased
339	PCM Prelude Capital Management New York	$5.21M	+$2.2M	4	0.15%	Increased
340	FHB First Hawaiian Bank Honolulu, Hawaii	$5.18M	+$1.23M	3	0.16%	Increased
341	TC TwinBeech Capital Purchase, New York	$5.14M	+$5.51M	2	0.23%	New
342	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.06M	$0	3	0.19%	Maintained
343	Simplex Trading Chicago, Illinois	$5.04M	+$1.91M	6	0%	Increased
344	Great Lakes Advisors Chicago, Illinois	$5.03M	-$1.76M	1	0.08%	Reduced
345	Kovitz Investment Group Partners Chicago, Illinois	$5.02M	+$5.03M	1	0.1%	New
346	RIM Redwood Investment Management Scottsdale, Arizona	$4.99M	+$758K	1	0.74%	Increased
347	PCA Providence Capital Advisors Charlotte, North Carolina	$4.96M	+$437K	2	1.21%	Increased
348	Two Sigma Investments New York	$4.92M	-$20M	5	0.01%	Reduced
349	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.79M	-$461K	1	0.64%	Reduced
350	PFM Parsec Financial Management Asheville, North Carolina	$4.74M	+$1.4M	1	0.2%	Increased