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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	M&G plc London, United Kingdom	$9.54M	+$7.07M	1	0.06%	New
327	State of Michigan Retirement System Lansing, Michigan	$9.51M	+$35K	4	0.05%	Increased
328	Creative Planning Overland Park, Kansas	$9.49M	+$1.64M	10	0.01%	Increased
329	CP CenterBook Partners Greenwich, Connecticut	$9.47M	-$13.3M	3	0.57%	Reduced
330	HighTower Advisors Chicago, Illinois	$9.31M	+$766K	7	0.01%	Increased
331	PCMH Polymer Capital Management (HK) Hong Kong	$9.28M	-$6.51M	4	1.61%	Reduced
332	OCM Osterweis Capital Management San Francisco, California	$9.1M	$0	1	0.42%	Maintained
333	J. Safra Sarasin Holding	$9.06M	-$1.75M	1	0.15%	Reduced
334	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$8.93M	+$74.9K	4	0.2%	Increased
335	Cerity Partners New York	$8.89M	+$90.5K	5	0.02%	Increased
336	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.88M	+$76.1K	4	0.06%	Increased
337	Wolverine Trading Chicago, Illinois	$8.78M	+$2.91M	8	0.01%	Increased
338	BA Bard Associates Chicago, Illinois	$8.66M	-$155K	1	2.94%	Reduced
339	Luther King Capital Management (LKCM) Fort Worth, Texas	$8.5M	+$1.37M	3	0.04%	Increased
340	HVIA Hudson Valley Investment Advisors Goshen, New York	$8.42M	-$1.11M	1	0.95%	Reduced
341	Teacher Retirement System of Texas Austin, Texas	$8.4M	+$1.7M	4	0.03%	Increased
342	ABN AMRO Investment Solutions Paris Cedex 008,	$8.39M	-$515K	2	0.16%	Reduced
343	Hantz Financial Services Southfield, Michigan	$8.21M	-$5.31M	3	0.14%	Reduced
344	Pacer Advisors Malvern, Pennsylvania	$8.18M	-$1.25M	7	0.02%	Reduced
345	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.18M	+$61.5K	4	0.15%	Increased
346	GJL Gendell Jeffrey L	$8.08M	+$4.17M	2	0.25%	Increased
347	SI Symmetry Investments St Helier, Jersey	$8.08M	+$6.61M	1	0.42%	Increased
348	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.06M	+$272K	4	0.27%	Increased
349	AWM Affinity Wealth Management Wilmington, Delaware	$7.97M	+$5.81M	1	1.41%	New
350	First Manhattan New York	$7.94M	-$64.6K	3	0.02%	Reduced