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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	FIM Freedom Investment Management Hartford, Connecticut	$2.61M	+$1.78M	3	0.28%	Increased
352	PEAK6 Investments Chicago, Illinois	$2.6M	-$7.54M	4	0.01%	Reduced
353	Amalgamated Bank New York	$2.6M	+$37.1K	5	0.11%	Increased
354	Nomura Holdings Tokyo, Japan	$2.59M	+$2.09M	3	0.01%	Increased
355	CI Investments Inc Toronto, Ontario, Canada	$2.58M	-$30.2K	1	0.01%	Reduced
356	Nisa Investment Advisors St. Louis, Missouri	$2.58M	+$188K	7	0.02%	Increased
357	MCM Marathon Capital Management Hunt Valley, Maryland	$2.52M	-$183K	1	0.92%	Reduced
358	Handelsbanken Fonder Stockholm, Sweden	$2.49M	$0	3	0.02%	Maintained
359	DA Duality Advisers Miami, Florida	$2.48M	+$1.65M	1	0.16%	Increased
360	RC Roubaix Capital Denver, Colorado	$2.43M	+$381K	1	2.87%	Increased
361	APF Alaska Permanent Fund Juneau, Alaska	$2.43M	+$2.68M	1	0.04%	New
362	QS Investors New York	$2.43M	-$3.9M	3	0.03%	Reduced
363	MSL Mackay Shields LLC New York	$2.42M	-$1.88M	4	0.02%	Reduced
364	Bahl & Gaynor Cincinnati, Ohio	$2.39M	-$7.09K	2	0.02%	Reduced
365	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.39M	-$13.2K	1	0%	Reduced
366	AIC Aurora Investment Counsel Atlanta, Georgia	$2.37M	+$1.24M	2	1.95%	Increased
367	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.37M	$0	5	0.43%	Maintained
368	PCA Providence Capital Advisors Charlotte, North Carolina	$2.36M	-$43.7K	1	1.24%	Reduced
369	First Allied Advisory Services San Diego, California	$2.35M	+$2.65M	3	0.08%	Increased
370	SG Americas Securities New York	$2.35M	-$4.09M	5	0.01%	Reduced
371	CYG Clean Yield Group Norwich, Vermont	$2.35M	+$1.15M	1	0.95%	Increased
372	Advisors Asset Management Monument, Colorado	$2.31M	+$92.3K	4	0.04%	Increased
373	LCG Lisanti Capital Growth New York	$2.3M	-$6.28M	1	0.43%	Reduced
374	ExodusPoint Capital Management New York	$2.28M	-$11.1M	4	0.05%	Reduced
375	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.28M	+$78.9K	1	0.21%	Increased