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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	KC Knuff & Co Foster City, California	$3.66M	-$65.1K	1	1.65%	Reduced
352	AI Atom Investors Austin, Texas	$3.66M	+$3.78M	1	1.6%	New
353	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.57M	+$2.12M	2	0.62%	Increased
354	Teacher Retirement System of Texas Austin, Texas	$3.56M	-$3.57M	6	0.02%	Reduced
355	LGT Group Foundation Vaduz, Liechtenstein	$3.53M	-$684K	1	0.11%	Reduced
356	Oppenheimer & Co New York	$3.48M	-$90K	3	0.08%	Reduced
357	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.4M	-$852K	4	0.02%	Reduced
358	HW Hedeker Wealth Lincolnshire, Illinois	$3.39M	-$1.73M	1	1.17%	Reduced
359	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.39M	+$69.7K	4	0.14%	Increased
360	Tower Research Capital (TRC) New York	$3.35M	+$2.09M	12	0.08%	Increased
361	Nisa Investment Advisors St. Louis, Missouri	$3.35M	+$678K	7	0.03%	Increased
362	State of Alaska Department of Revenue Juneau, Alaska	$3.33M	+$60.6K	4	0.04%	Increased
363	TC Tairen Capital Hong Kong	$3.28M	+$3.92M	1	0.75%	New
364	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.27M	+$12.2K	1	0.83%	Increased
365	Putnam Investments Boston, Massachusetts	$3.27M	-$2.43M	1	0.01%	Reduced
366	MML Investors Services Springfield, Massachusetts	$3.26M	+$147K	3	0.02%	Increased
367	KC Kryger Capital London, United Kingdom	$3.21M	-$110K	1	0.22%	Reduced
368	PFM Premier Fund Managers Guildford, United Kingdom	$3.19M	-$5.75M	1	0.14%	Reduced
369	Markel Group Glen Allen, Virginia	$3.18M	+$516K	1	0.05%	Increased
370	Public Employees Retirement Association of Colorado Denver, Colorado	$3.13M	$0	6	0.02%	Maintained
371	Illinois Municipal Retirement Fund Oak Brook, Illinois	$3.05M	+$1.46M	3	0.07%	Increased
372	VIG Vienna Insurance Group Warsaw, Poland	$3.02M	+$3.25M	1	2.05%	New
373	OIM Orca Investment Management Roseburg, Oregon	$3.02M	+$305	1	2.79%	Increased
374	HA Havens Advisors New York	$3M	-$272K	1	4.74%	Reduced
375	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3M	+$121K	4	0.03%	Increased