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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
351	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.23M	-$73.3K	1	0.29%	Reduced
352	Baird Financial Group Milwaukee, Wisconsin	$1.21M	-$1.93M	2	0.01%	Reduced
353	LCG Lisanti Capital Growth New York	$1.19M	+$518K	1	1.07%	Increased
354	RegentAtlantic Capital Morristown, New Jersey	$1.18M	+$514K	1	0.11%	Increased
355	Baker Avenue Asset Management San Francisco, California	$1.18M	+$131K	2	0.21%	Increased
356	Nomura Holdings Tokyo, Japan	$1.18M	-$617K	2	0%	Reduced
357	Nuveen Charlotte, North Carolina	$1.16M	-$758K	1	0.01%	Reduced
358	DWA Dorsey Wright & Associates Pasadena, California	$1.1M	+$1.23M	1	0.58%	New
359	Whittier Trust South Pasadena, California	$1.07M	+$1.48K	3	0.05%	Increased
360	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.06M	-$490K	1	0.04%	Reduced
361	DCM Dynamic Capital Management St. Helier, Jersey	$1.05M	-$19.6K	1	0.29%	Reduced
362	PCM Perkins Capital Management Wayzata, Minnesota	$1.03M	-$244K	1	1.14%	Reduced
363	TH Timber Hill Greenwich, Connecticut	$1.02M	+$1.12M	2	0%	New
364	Profund Advisors Bethesda, Maryland	$997K	-$481K	2	0.06%	Reduced
365	CC Curian Capital Denver, Colorado	$960K	-$422K	1	0.03%	Reduced
366	Commerzbank Aktiengesellschaft Frankfurt, Germany	$953K	-$126K	2	0.01%	Reduced
367	Squarepoint New York	$942K	+$1.05M	2	0.24%	New
368	Boothbay Fund Management New York	$931K	+$1.02M	2	0.44%	New
369	JP Morgan Private Wealth Advisors San Francisco, California	$931K	-$29.4K	2	0.01%	Reduced
370	ProShare Advisors Bethesda, Maryland	$924K	-$89.8K	2	0.01%	Reduced
371	PSC Piper Sandler & Co Minneapolis, Minnesota	$900K	+$991K	4	0.96%	New
372	LPL Financial San Diego, California	$873K	-$591K	2	0%	Reduced
373	LSV Asset Management Chicago, Illinois	$873K	+$631K	1	0%	Increased
374	Canada Life Winnipeg, Manitoba, Canada	$872K	+$153K	6	0%	Increased
375	Bessemer Group Woodbridge, New Jersey	$857K	+$1.71K	4	0%	Increased