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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	FP Foundry Partners Minneapolis, Minnesota	$1.65M	+$75K	1	0.07%	Increased
352	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.65M	+$1.11M	2	0.01%	Increased
353	Advisor Group Phoenix, Arizona	$1.63M	+$214K	9	0.02%	Increased
354	Virginia Retirement Systems Richmond, Virginia	$1.63M	+$1.17M	2	0.02%	Increased
355	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.61M	-$134K	2	0.08%	Reduced
356	Stephens Inc Little Rock, Arkansas	$1.6M	+$511K	3	0.05%	Increased
357	Xact Kapitalforvaltning Stockholm, Sweden	$1.59M	+$246K	4	0.04%	Increased
358	DWA Dorsey Wright & Associates Pasadena, California	$1.58M	+$1.48M	2	0.47%	New
359	Amalgamated Bank New York	$1.57M	+$701K	4	0.04%	Increased
360	AWCI Alpine Woods Capital Investors Purchase, New York	$1.55M	+$28.9K	2	0.37%	Increased
361	GC Globeflex Capital San Diego, California	$1.54M	+$546K	2	0.37%	Increased
362	EP Elkfork Partners Portland, Oregon	$1.54M	-$26.5K	4	0.04%	Reduced
363	First Citizens Bank & Trust Raleigh, North Carolina	$1.53M	+$1.15M	1	0.19%	Increased
364	Nisa Investment Advisors St. Louis, Missouri	$1.5M	+$27.5K	7	0.02%	Increased
365	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.5M	+$102K	2	0.03%	Increased
366	Private Advisor Group Morristown, New Jersey	$1.49M	-$565K	2	0.04%	Reduced
367	Voloridge Investment Management Jupiter, Florida	$1.49M	+$1.48M	2	0.07%	Increased
368	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.47M	+$824K	6	0.31%	Increased
369	KBC Group Brussels, Belgium	$1.47M	-$204K	1	0.02%	Reduced
370	UBS O'Connor Chicago, Illinois	$1.47M	+$47.5K	1	0.05%	Increased
371	VF Virtu Financial New York	$1.44M	+$272K	3	0.08%	Increased
372	LG Leuthold Group Minneapolis, Minnesota	$1.44M	+$618K	2	0.21%	Increased
373	Profund Advisors Bethesda, Maryland	$1.43M	-$1.27M	3	0.09%	Reduced
374	GIPM G2 Investment Partners Management New York	$1.42M	-$3.92M	1	0.59%	Reduced
375	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.42M	-$324K	1	0.82%	Reduced