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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	Algert Global San Francisco, California	$1.78M	-$480K	2	0.51%	Reduced
352	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.74M	-$137K	1	0.07%	Reduced
353	ACB Aristotle Capital Boston Boston, Massachusetts	$1.71M	+$258K	1	0.23%	Increased
354	O'Shaughnessy Asset Management Stamford, Connecticut	$1.7M	-$134K	3	0.04%	Reduced
355	ARTA A.R.T. Advisors New York	$1.68M	+$162K	2	0.1%	Increased
356	HBK Investments Dallas, Texas	$1.67M	+$1.32M	1	0.02%	Increased
357	AB AT Bancorp Dubuque, Iowa	$1.66M	-$293K	1	0.22%	Reduced
358	DCM Dean Capital Management Overland Park, Kansas	$1.66M	+$500K	1	1.32%	Increased
359	Eaton Vance Management Boston, Massachusetts	$1.64M	-$430K	4	0%	Reduced
360	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.64M	$0	1	0.01%	Maintained
361	CIC Chase Investment Counsel Charlottesville, Virginia	$1.61M	-$95.4K	2	0.8%	Reduced
362	LCG Lisanti Capital Growth New York	$1.6M	-$691K	3	1.93%	Reduced
363	HighTower Advisors Chicago, Illinois	$1.59M	-$145K	2	0.02%	Reduced
364	Capital Fund Management (CFM) Paris, France	$1.57M	+$113K	1	0.01%	Increased
365	Suntrust Banks Atlanta, Georgia	$1.57M	+$162K	5	0.01%	Increased
366	Trexquant Investment Stamford, Connecticut	$1.56M	+$854K	2	0.25%	Increased
367	Los Angeles Capital Management Los Angeles, California	$1.53M	-$1.21M	3	0.01%	Reduced
368	Global X Management Company New York	$1.52M	-$609K	1	0.07%	Reduced
369	HIM Herald Investment Management London, United Kingdom	$1.51M	+$533K	1	0.65%	Increased
370	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.51M	+$26.6K	1	0.05%	Increased
371	Old Mission Capital Chicago, Illinois	$1.48M	+$1.31M	1	0.11%	Increased
372	KeyBank National Association Cleveland, Ohio	$1.46M	+$109K	1	0.01%	Increased
373	BBCM Boardman Bay Capital Management New York	$1.45M	+$411K	2	3.19%	Increased
374	FMT First Mercantile Trust Cordova, Tennessee	$1.45M	-$98.7K	4	0.22%	Reduced
375	Natixis Advisors Boston, Massachusetts	$1.44M	-$287K	2	0.02%	Reduced