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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	Freestone Capital Holdings Seattle, Washington	$1.72M	+$143K	1	0.18%	Increased
352	Profund Advisors Bethesda, Maryland	$1.71M	+$267K	4	0.09%	Increased
353	Mutual of America Capital Management New York	$1.69M	+$79.9K	1	0.04%	Increased
354	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.68M	-$22.6K	1	0.09%	Reduced
355	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.68M	+$109K	4	0.05%	Increased
356	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.66M	-$660K	4	0.02%	Reduced
357	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.62M	+$756K	2	0.01%	Increased
358	HPA Hilltop Park Associates New York	$1.62M	+$1.39M	1	3.56%	New
359	RCM Riverhead Capital Management Wilmington, Delaware	$1.61M	-$149K	5	0.02%	Reduced
360	JGUA John G. Ullman & Associates Corning, New York	$1.51M	-$1.04M	1	0.35%	Reduced
361	CC Cipher Capital New York	$1.5M	+$1.38M	2	0.14%	New
362	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.49M	$0	2	0.32%	Maintained
363	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.48M	+$926K	1	0.01%	Increased
364	ETrade Capital Management Arlington, Virginia	$1.48M	+$152K	2	0.08%	Increased
365	Hancock Whitney Gulfport, Mississippi	$1.45M	+$495K	2	0.06%	Increased
366	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.43M	+$259K	2	1%	Increased
367	KRC Kingdom Ridge Capital White Plains, New York	$1.43M	-$3.54M	1	0.59%	Reduced
368	O'Shaughnessy Asset Management Stamford, Connecticut	$1.42M	+$668K	2	0.04%	Increased
369	CCMH Cornerstone Capital Management Holdings New York	$1.42M	-$496K	2	0.01%	Reduced
370	HS HighVista Strategies Boston, Massachusetts	$1.42M	+$1.22M	1	0.27%	New
371	LSV Asset Management Chicago, Illinois	$1.42M	-$1.22M	1	0%	Reduced
372	DTL Dynamic Technology Lab Singapore	$1.38M	+$829K	4	0.37%	Increased
373	NVIM New Vernon Investment Management Highland Park, Illinois	$1.36M	+$473K	1	1.16%	Increased
374	GC Globeflex Capital San Diego, California	$1.36M	-$618K	4	0.36%	Reduced
375	SM Southport Management Wilson, Wyoming	$1.33M	+$185K	1	2.2%	Increased