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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	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.95M	-$73.7K	5	0.43%	Reduced
352	OIM Orca Investment Management Roseburg, Oregon	$2.93M	+$1.78K	1	3.19%	Increased
353	B. Metzler seel. Sohn & Co Frankfurt, Germany	$2.92M	+$1.44M	1	0.04%	Increased
354	Crossmark Global Holdings Houston, Texas	$2.91M	-$78.1K	5	0.06%	Reduced
355	AC AWH Capital Dallas, Texas	$2.9M	$0	1	2.55%	Maintained
356	HAM Harber Asset Management Asheville, North Carolina	$2.88M	+$2.67M	1	0.77%	New
357	SP Summit Partners Boston, Massachusetts	$2.84M	$0	1	0.21%	Maintained
358	MML Investors Services Springfield, Massachusetts	$2.82M	+$424K	3	0.02%	Increased
359	Aquatic Capital Management Chicago, Illinois	$2.77M	+$2.17M	3	0.15%	Increased
360	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.77M	+$85.2K	6	0.03%	Increased
361	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.76M	+$1.12M	1	0.08%	Increased
362	Teacher Retirement System of Texas Austin, Texas	$2.71M	-$1.52M	5	0.02%	Reduced
363	Allspring Global Investments Charlotte, North Carolina	$2.65M	-$288K	3	0%	Reduced
364	Xponance Philadelphia, Pennsylvania	$2.63M	-$245K	5	0.04%	Reduced
365	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.63M	+$105K	2	0.78%	Increased
366	Kovitz Investment Group Partners Chicago, Illinois	$2.62M	-$45.9K	1	0.04%	Reduced
367	ProShare Advisors Bethesda, Maryland	$2.58M	+$68.3K	8	0.01%	Increased
368	KFO Kopp Family Office Bloomington, Minnesota	$2.57M	-$2.04M	1	1.38%	Reduced
369	HRT Financial New York	$2.56M	-$1.43M	3	0.02%	Reduced
370	LCM Legato Capital Management San Francisco, California	$2.55M	$0	3	0.34%	Maintained
371	Modera Wealth Management Westwood, New Jersey	$2.45M	+$2.63M	1	0.04%	New
372	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.42M	-$781K	2	0.44%	Reduced
373	Glenmede Trust Philadelphia, Pennsylvania	$2.39M	$0	4	0.01%	Maintained
374	Bridgewater Associates Westport, Connecticut	$2.38M	-$5.21M	1	0.01%	Reduced
375	RBC Romano Brothers & Co Evanston, Illinois	$2.36M	-$20K	1	0.35%	Reduced