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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	Pacer Advisors Malvern, Pennsylvania	$3.92M	-$1.06M	4	0.07%	Reduced
352	CI Investments Inc Toronto, Ontario, Canada	$3.92M	+$3.6M	2	0.02%	Increased
353	Lido Advisors Los Angeles, California	$3.84M	-$111K	1	0.07%	Reduced
354	ACM Argent Capital Management St Louis, Missouri	$3.83M	+$134K	2	0.13%	Increased
355	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.76M	-$4.19M	3	0.07%	Reduced
356	Brandes Investment Partners La Jolla, California	$3.74M	-$7.7M	1	0.09%	Reduced
357	PCA Providence Capital Advisors Charlotte, North Carolina	$3.66M	+$149K	1	1.33%	Increased
358	FWC First Washington Corp Seattle, Washington	$3.62M	+$463K	1	1.43%	Increased
359	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.55M	$0	5	0.5%	Maintained
360	CG Cutler Group San Francisco, California	$3.54M	+$510K	7	0.17%	Increased
361	Amalgamated Bank New York	$3.54M	-$278K	5	0.13%	Reduced
362	Summit Partners Public Asset Management Boston, Massachusetts	$3.52M	+$98.8K	1	0.15%	Increased
363	Vident Investment Advisory Alpharetta, Georgia	$3.45M	+$1.78M	8	0.12%	Increased
364	Advisors Asset Management Monument, Colorado	$3.38M	-$33.9K	4	0.05%	Reduced
365	Zurich Cantonal Bank Zurich, Switzerland	$3.35M	-$3.24M	6	0.02%	Reduced
366	CS Comerica Securities Detroit, Michigan	$3.31M	+$354K	1	0.25%	Increased
367	RIL Rothschild Investment LLC Chicago, Illinois	$3.3M	+$415K	2	0.28%	Increased
368	SBL Sargent Bickham Lagudis Boulder, Colorado	$3.22M	+$245K	3	0.28%	Increased
369	SAM Silphium Asset Management London, United Kingdom	$3.2M	+$3.24M	1	1.44%	New
370	MAG Millrace Asset Group Berwyn, Pennsylvania	$3.17M	+$1.06M	1	1.71%	Increased
371	FIM Freedom Investment Management Hartford, Connecticut	$3.17M	+$301K	3	0.25%	Increased
372	GF Goodman Financial Houston, Texas	$3.13M	-$8.33M	1	1%	Reduced
373	Bahl & Gaynor Cincinnati, Ohio	$3.12M	-$999K	2	0.02%	Reduced
374	Wolverine Trading Chicago, Illinois	$3.07M	-$1.75M	4	0%	Reduced
375	Handelsbanken Fonder Stockholm, Sweden	$3.04M	-$237K	3	0.02%	Reduced