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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	Point72 Asset Management Stamford, Connecticut	$2.1M	-$841K	1	0.01%	Reduced
352	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.1M	-$83.9K	1	0.46%	Reduced
353	Los Angeles Capital Management Los Angeles, California	$2.09M	+$777K	2	0.01%	Increased
354	FSCM Front Street Capital Management Missoula, Montana	$2.09M	+$3.71K	1	0.77%	Increased
355	Robeco Schweiz Zurich, Switzerland	$2.06M	+$1.86M	1	0.16%	New
356	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.06M	+$1.68M	1	1.93%	Increased
357	Wolverine Trading Chicago, Illinois	$2.03M	-$2.27M	4	0.01%	Reduced
358	Advisor Group Phoenix, Arizona	$2.01M	+$623K	8	0.03%	Increased
359	Natixis Advisors Boston, Massachusetts	$2M	+$826K	2	0.02%	Increased
360	Laurion Capital Management New York	$1.98M	-$1.61M	4	0.01%	Reduced
361	Tower Research Capital (TRC) New York	$1.92M	+$1.97M	8	0.16%	Increased
362	AHL Partners London, United Kingdom	$1.92M	+$614K	2	0.03%	Increased
363	NIP Nicholas Investment Partners Rancho Santa Fe, California	$1.89M	-$75.6K	1	0.13%	Reduced
364	Boston Partners Boston, Massachusetts	$1.88M	+$2.29M	1	0%	New
365	LCG Lisanti Capital Growth New York	$1.86M	-$2.48M	2	1.16%	Reduced
366	Asset Management One Tokyo, Japan	$1.85M	+$1.72M	1	0%	Increased
367	BCM Bayesian Capital Management Brooklyn, New York	$1.85M	-$133K	3	0.44%	Reduced
368	Barings Charlotte, North Carolina	$1.84M	$0	2	0.03%	Maintained
369	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.81M	-$2.93M	1	0.66%	Reduced
370	Brinker Capital Berwyn, Pennsylvania	$1.76M	+$1.15M	3	0.07%	Increased
371	PIA Piedmont Investment Advisors Durham, North Carolina	$1.75M	+$115K	4	0.04%	Increased
372	MC Moors & Cabot Boston, Massachusetts	$1.74M	+$190K	1	0.25%	Increased
373	Nisa Investment Advisors St. Louis, Missouri	$1.7M	+$35.3K	6	0.02%	Increased
374	AB AT Bancorp Dubuque, Iowa	$1.69M	+$996K	1	0.19%	Increased
375	BCC Bridge City Capital Lake Oswego, Oregon	$1.69M	+$122K	1	1.26%	Increased