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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	Simplex Trading Chicago, Illinois	$3.33M	-$3.59M	7	0%	Reduced
327	Castleark Management Chicago, Illinois	$3.31M	+$3M	1	0.17%	New
328	Allianz Asset Management Munich, Germany	$3.31M	+$270K	2	0.01%	Increased
329	HIM Herald Investment Management London, United Kingdom	$3.29M	+$889K	1	0.7%	Increased
330	Sit Investment Associates Minneapolis, Minnesota	$3.26M	-$186K	2	0.09%	Reduced
331	National Bank of Canada Montreal, Quebec, Canada	$3.26M	-$2.46M	6	0.01%	Reduced
332	GCP GSA Capital Partners London, United Kingdom	$3.26M	+$1.96M	5	0.28%	Increased
333	Los Angeles Capital Management Los Angeles, California	$3.21M	-$10.3M	2	0.01%	Reduced
334	LGT Group Foundation Vaduz, Liechtenstein	$3.2M	+$128K	1	0.08%	Increased
335	Quadrature Capital London, United Kingdom	$3.08M	+$1.77M	4	0.06%	Increased
336	HSBC Holdings London, United Kingdom	$3.03M	+$1.4M	4	0%	Increased
337	SIS Susquehanna International Securities Dublin, Ireland	$2.93M	-$790K	1	2.48%	Reduced
338	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.91M	-$589K	3	0%	Reduced
339	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.9M	$0	5	0.44%	Maintained
340	Algert Global San Francisco, California	$2.87M	+$2.42M	1	0.13%	Increased
341	Thornburg Investment Management Santa Fe, New Mexico	$2.86M	+$2.96M	1	0.05%	New
342	LCM Legato Capital Management San Francisco, California	$2.84M	+$565K	4	0.41%	Increased
343	QCM Qsemble Capital Management New York	$2.83M	+$3.52M	2	0.53%	New
344	Liontrust Investment Partners London, United Kingdom	$2.82M	+$1.18M	1	0.05%	Increased
345	Engineers Gate Manager New York	$2.82M	+$1.81M	4	0.1%	Increased
346	Sculptor Capital New York	$2.75M	+$2.66M	1	0.06%	New
347	Pacer Advisors Malvern, Pennsylvania	$2.71M	-$1.72M	7	0.01%	Reduced
348	Aquatic Capital Management Chicago, Illinois	$2.66M	-$306K	3	0.11%	Reduced
349	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.65M	+$388K	3	0.79%	Increased
350	FP Foundry Partners Minneapolis, Minnesota	$2.63M	-$53.2K	1	0.16%	Reduced