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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	SC Skylands Capital Milwaukee, Wisconsin	$2.98M	+$3.61M	1	0.49%	Increased
352	Capital Markets Trading (UK) London, United Kingdom	$2.96M	-$1.54M	1	0.06%	Reduced
353	ACM ACT Capital Management Wayne, Pennsylvania	$2.94M	$0	1	4.05%	Maintained
354	Oberweis Asset Management Lisle, Illinois	$2.92M	+$1.22M	2	0.68%	Increased
355	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$2.89M	+$179K	1	0.75%	Increased
356	Public Employees Retirement Association of Colorado Denver, Colorado	$2.83M	+$131K	6	0.02%	Increased
357	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.81M	+$592K	4	0.15%	Increased
358	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.79M	+$218K	5	0.48%	Increased
359	Caxton Associates (New York) New York	$2.76M	+$2.93M	3	0.37%	Increased
360	KAS Kemnay Advisory Services New York	$2.76M	-$2.11M	1	0.89%	Reduced
361	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.75M	+$99.9K	4	0.01%	Increased
362	Winton Group London, United Kingdom	$2.74M	+$1.91M	3	0.18%	Increased
363	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.74M	+$146K	1	0.44%	Increased
364	Group One Trading Chicago, Illinois	$2.72M	+$693K	7	0.01%	Increased
365	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$2.71M	+$1.01M	1	1.62%	Increased
366	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.66M	-$17.4K	4	0.03%	Reduced
367	Tower Research Capital (TRC) New York	$2.65M	-$201K	10	0.04%	Reduced
368	Engineers Gate Manager New York	$2.64M	-$2.3M	3	0.16%	Reduced
369	IFP Advisors Tampa, Florida	$2.62M	+$138K	10	0.07%	Increased
370	VIG Vienna Insurance Group Warsaw, Poland	$2.61M	$0	1	1.84%	Maintained
371	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.59M	+$131K	4	0.06%	Increased
372	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.54M	$0	3	0.06%	Maintained
373	Gateway Investment Advisers Cincinnati, Ohio	$2.54M	+$282K	2	0.03%	Increased
374	SG Americas Securities New York	$2.54M	-$1.98M	6	0.03%	Reduced
375	RIL Rothschild Investment LLC Chicago, Illinois	$2.5M	-$13.2K	2	0.25%	Reduced