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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	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.71M	+$648K	4	0.02%	Increased
327	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.69M	+$542K	4	0.19%	Increased
328	VDBMI Van Den Berg Management I Austin, Texas	$3.66M	+$3.91M	1	1.36%	New
329	Davenport & Co Richmond, Virginia	$3.59M	-$288K	1	0.03%	Reduced
330	State of Alaska Department of Revenue Juneau, Alaska	$3.58M	-$47.2K	5	0.04%	Reduced
331	PHK Point72 Hong Kong Hong Kong	$3.58M	+$4.8M	1	0.87%	New
332	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.58M	-$159K	1	0.5%	Reduced
333	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.57M	+$478K	3	0.02%	Increased
334	FHB First Hawaiian Bank Honolulu, Hawaii	$3.53M	+$13.3K	3	0.12%	Increased
335	MAM Mastrapasqua Asset Management Nashville, Tennessee	$3.51M	+$117K	1	0.43%	Increased
336	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.46M	+$693K	1	0.76%	Increased
337	Allspring Global Investments Charlotte, North Carolina	$3.44M	+$51.3K	4	0.01%	Increased
338	Trexquant Investment Stamford, Connecticut	$3.43M	-$584K	2	0.09%	Reduced
339	Crossmark Global Holdings Houston, Texas	$3.41M	+$10.2K	5	0.08%	Increased
340	Natixis Paris, France	$3.39M	-$1.6M	4	0.03%	Reduced
341	HRT Financial New York	$3.39M	-$889K	3	0.04%	Reduced
342	CFM Capricorn Fund Managers London, United Kingdom	$3.37M	+$2.42M	1	1.03%	Increased
343	PFM Parsec Financial Management Asheville, North Carolina	$3.37M	-$985K	1	0.14%	Reduced
344	Mercer Global Advisors Denver, Colorado	$3.28M	+$1.27M	4	0.01%	Increased
345	TD Asset Management Toronto, Ontario, Canada	$3.25M	+$2.14M	4	0%	Increased
346	AGF Management Toronto, Ontario, Canada	$3.23M	+$3.34M	1	0.02%	New
347	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.23M	$0	5	0.5%	Maintained
348	Public Employees Retirement Association of Colorado Denver, Colorado	$3.17M	$0	6	0.02%	Maintained
349	PFC Phocas Financial Corp Alameda, California	$3.13M	+$32.1K	1	0.45%	Increased
350	Jefferies Financial Group New York	$3.09M	+$34.1K	3	0.03%	Increased