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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	Hancock Whitney Gulfport, Mississippi	$1.31M	+$24.3K	2	0.05%	Increased
352	JGC J. Goldman & Co New York	$1.31M	+$1.34M	1	0.07%	New
353	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.31M	-$405K	9	0%	Reduced
354	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.3M	+$1.32M	4	0.18%	New
355	Jupiter Investment Management London, United Kingdom	$1.28M	-$14M	2	0.02%	Reduced
356	HS HighVista Strategies Boston, Massachusetts	$1.27M	$0	1	0.24%	Maintained
357	Wolverine Asset Management Chicago, Illinois	$1.27M	+$1.38M	2	0.02%	New
358	DIA Dean Investment Associates Beavercreek, Ohio	$1.27M	+$1.3M	1	0.25%	New
359	Walleye Trading New York	$1.25M	-$2.64M	5	0.01%	Reduced
360	TC TFS Capital West Chester, Pennsylvania	$1.22M	-$532K	2	0.23%	Reduced
361	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.22M	-$1.18M	1	0.05%	Reduced
362	Virginia Retirement Systems Richmond, Virginia	$1.2M	+$1.39M	1	0.02%	New
363	Teacher Retirement System of Texas Austin, Texas	$1.19M	+$258K	7	0.01%	Increased
364	DTL Dynamic Technology Lab Singapore	$1.17M	-$152K	3	0.32%	Reduced
365	Creative Planning Overland Park, Kansas	$1.16M	-$442K	6	0.01%	Reduced
366	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.15M	$0	2	0.24%	Maintained
367	PP PDT Partners New York	$1.13M	-$1.71M	2	0.09%	Reduced
368	TAM Telemark Asset Management Boston, Massachusetts	$1.13M	+$858K	1	0.26%	Increased
369	GC Globeflex Capital San Diego, California	$1.12M	-$370	4	0.31%	Reduced
370	KeyBank National Association Cleveland, Ohio	$1.12M	+$190K	1	0.01%	Increased
371	ProShare Advisors Bethesda, Maryland	$1.11M	+$279K	3	0.01%	Increased
372	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.1M	-$488K	2	0.05%	Reduced
373	TA Teton Advisors Rye, New York	$1.08M	+$1.25M	2	0.1%	New
374	Driehaus Capital Management Chicago, Illinois	$1.08M	-$11.7M	2	0.04%	Reduced
375	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.05M	-$719K	1	0.04%	Reduced