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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	Sit Investment Associates Minneapolis, Minnesota	$3.71M	-$889K	2	0.1%	Reduced
327	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.64M	+$161K	1	0.55%	Increased
328	State of Alaska Department of Revenue Juneau, Alaska	$3.61M	-$31.5K	5	0.04%	Reduced
329	Trexquant Investment Stamford, Connecticut	$3.6M	+$2.27M	2	0.1%	Increased
330	BC Breakline Capital New York	$3.6M	-$1.02M	1	3.95%	Reduced
331	Davenport & Co Richmond, Virginia	$3.56M	+$1.94M	1	0.03%	Increased
332	FHB First Hawaiian Bank Honolulu, Hawaii	$3.37M	+$92.4K	3	0.12%	Increased
333	IECM Intrinsic Edge Capital Management Chicago, Illinois	$3.37M	-$7.7M	1	0.34%	Reduced
334	CC Cipher Capital New York	$3.33M	+$2.92M	3	0.63%	Increased
335	Gotham Asset Management New York	$3.26M	-$1.13M	5	0.09%	Reduced
336	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$3.25M	-$473K	1	1.46%	Reduced
337	Jefferies Financial Group New York	$3.25M	+$3.16M	2	0.02%	New
338	Moran Wealth Management Naples, Florida	$3.23M	+$2.87M	1	0.12%	New
339	Crossmark Global Holdings Houston, Texas	$3.21M	-$859K	5	0.08%	Reduced
340	E Ergoteles New York	$3.14M	+$2.88M	2	0.12%	New
341	MAM Mastrapasqua Asset Management Nashville, Tennessee	$3.14M	-$637K	1	0.41%	Reduced
342	FFL Future Fund LLC Chicago, Illinois	$3.14M	+$9.9K	1	10.72%	Increased
343	TCM Tieton Capital Management Yakima, Washington	$3.1M	-$21.4K	1	2.05%	Reduced
344	Boothbay Fund Management New York	$3.08M	-$2.64M	5	0.07%	Reduced
345	FP Foundry Partners Minneapolis, Minnesota	$3.05M	-$6.03K	1	0.17%	Reduced
346	Allspring Global Investments Charlotte, North Carolina	$3.05M	+$194K	5	0.01%	Increased
347	Public Employees Retirement Association of Colorado Denver, Colorado	$3.02M	$0	6	0.02%	Maintained
348	KAS Kemnay Advisory Services New York	$3M	$0	1	1.51%	Maintained
349	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.98M	-$234K	3	0.02%	Reduced
350	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.98M	$0	4	0.16%	Maintained