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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	Ameritas Investment Partners Lincoln, Nebraska	$2.38M	+$131K	8	0.12%	Increased
352	FSCM Front Street Capital Management Missoula, Montana	$2.37M	+$431	1	0.91%	Increased
353	Penserra Capital Management Orinda, California	$2.31M	+$2.19M	2	0.84%	New
354	Engineers Gate Manager New York	$2.27M	+$498K	2	0.2%	Increased
355	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.24M	-$60.6K	1	0.51%	Reduced
356	Peconic Partners New York	$2.24M	-$216K	1	0.36%	Reduced
357	PineBridge Investments New York	$2.23M	-$1.8M	4	0.06%	Reduced
358	Winton Group London, United Kingdom	$2.22M	+$507K	2	0.07%	Increased
359	OMERS Administration Corp Toronto, Ontario, Canada	$2.19M	-$162K	2	0.03%	Reduced
360	Fifth Third Bancorp Cincinnati, Ohio	$2.18M	-$7.83K	6	0.02%	Reduced
361	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.17M	+$2.05M	1	0.73%	New
362	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.16M	-$1.91M	2	0.28%	Reduced
363	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.15M	-$2.62M	1	0.15%	Reduced
364	Global X Management Company New York	$2.1M	+$125K	1	0.07%	Increased
365	Virginia Retirement Systems Richmond, Virginia	$2.05M	-$866K	4	0.03%	Reduced
366	LMR Partners London, United Kingdom	$2.01M	+$1.57M	1	0.13%	Increased
367	BCM Bayesian Capital Management Brooklyn, New York	$2M	+$263K	3	0.74%	Increased
368	SC Scholtz & Company Stamford, Connecticut	$1.97M	-$2.33M	1	1.7%	Reduced
369	Congress Asset Management Boston, Massachusetts	$1.95M	+$130K	1	0.04%	Increased
370	Ladenburg Thalmann Financial Services Miami, Florida	$1.94M	+$252K	9	0.02%	Increased
371	Gotham Asset Management New York	$1.89M	-$1.86M	1	0.03%	Reduced
372	AssetMark Inc Concord, California	$1.88M	+$1.73M	3	0.02%	Increased
373	PCM Piermont Capital Management St. Louis, Missouri	$1.87M	-$203K	1	0.54%	Reduced
374	Barings Charlotte, North Carolina	$1.86M	$0	2	0.05%	Maintained
375	DCM Dynamic Capital Management St. Helier, Jersey	$1.86M	+$1.61M	1	0.42%	Increased