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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	HIM Herald Investment Management London, United Kingdom	$1.63M	$0	1	0.61%	Maintained
352	Natixis Advisors Boston, Massachusetts	$1.6M	-$140K	2	0.02%	Reduced
353	Cullen/Frost Bankers San Antonio, Texas	$1.6M	-$522K	1	0.06%	Reduced
354	O'Shaughnessy Asset Management Stamford, Connecticut	$1.58M	+$74K	3	0.04%	Increased
355	Paradigm Capital Management Inc Albany, New York	$1.55M	$0	1	0.16%	Maintained
356	ACB Aristotle Capital Boston Boston, Massachusetts	$1.55M	+$1.66M	1	0.28%	New
357	Fifth Third Bancorp Cincinnati, Ohio	$1.54M	-$520K	5	0.01%	Reduced
358	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.52M	+$1.36M	2	0.1%	Increased
359	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.51M	+$26.8K	6	0%	Increased
360	Hancock Whitney Gulfport, Mississippi	$1.46M	-$483K	1	0.06%	Reduced
361	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.45M	-$4.9M	3	0.23%	Reduced
362	SST S Squared Technology New York	$1.44M	-$1.73M	1	1.6%	Reduced
363	FMT First Mercantile Trust Cordova, Tennessee	$1.44M	+$348K	3	0.19%	Increased
364	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.43M	-$187K	2	0.07%	Reduced
365	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.4M	-$1.35M	1	0.01%	Reduced
366	DTL Dynamic Technology Lab Singapore	$1.39M	+$68.2K	2	0.37%	Increased
367	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.38M	-$183K	6	0.18%	Reduced
368	ARTA A.R.T. Advisors New York	$1.37M	-$6.66M	1	0.44%	Reduced
369	CG Cutler Group San Francisco, California	$1.37M	+$407K	7	0.06%	Increased
370	Quadrature Capital London, United Kingdom	$1.36M	+$398K	1	0.12%	Increased
371	Virginia Retirement Systems Richmond, Virginia	$1.35M	+$425K	1	0.02%	Increased
372	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.35M	+$1.06M	1	0.04%	New
373	Suntrust Banks Atlanta, Georgia	$1.33M	+$405K	4	0.01%	Increased
374	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.33M	+$1.3M	1	0.37%	New
375	CCMH Cornerstone Capital Management Holdings New York	$1.32M	+$376K	3	0.01%	Increased