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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	Public Employees Retirement Association of Colorado Denver, Colorado	$2.63M	-$111K	6	0.01%	Reduced
352	FHB First Hawaiian Bank Honolulu, Hawaii	$2.63M	+$30.9K	3	0.09%	Increased
353	Crossmark Global Holdings Houston, Texas	$2.62M	-$88.8K	5	0.06%	Reduced
354	MML Investors Services Springfield, Massachusetts	$2.61M	-$32.2K	3	0.01%	Reduced
355	GTS Securities Miami, Florida	$2.61M	-$1.71M	3	0%	Reduced
356	TC TownSquare Capital Provo, Utah	$2.61M	+$94K	2	0.05%	Increased
357	State of Alaska Department of Revenue Juneau, Alaska	$2.6M	-$148K	5	0.03%	Reduced
358	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$2.59M	+$170K	1	0.53%	Increased
359	DA Duality Advisers Miami, Florida	$2.57M	+$2.35M	3	0.31%	Increased
360	EP Edgestream Partners Princeton, New Jersey	$2.56M	+$2.37M	3	0.2%	Increased
361	TSS Two Sigma Securities New York	$2.55M	+$986K	4	0.03%	Increased
362	Pictet Asset Management Carouge, Switzerland	$2.54M	+$2.66M	7	0%	New
363	Modera Wealth Management Westwood, New Jersey	$2.53M	-$185K	1	0.05%	Reduced
364	SEC Seven Eight Capital New York	$2.52M	+$1.97M	2	0.29%	Increased
365	Xponance Philadelphia, Pennsylvania	$2.46M	+$8.67K	5	0.03%	Increased
366	Leonteq Securities AG Zurich, Switzerland	$2.41M	+$224K	5	0.13%	Increased
367	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.39M	+$38.1K	6	0.02%	Increased
368	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.36M	-$2.86M	3	0.31%	Reduced
369	Capstone Investment Advisors New York	$2.36M	-$2.06M	2	0.01%	Reduced
370	Burney Company Reston, Virginia	$2.35M	+$758K	2	0.11%	Increased
371	ZDA Zweig-DiMenna Associates New York	$2.34M	-$3.01M	1	0.28%	Reduced
372	Handelsbanken Fonder Stockholm, Sweden	$2.33M	+$124K	4	0.01%	Increased
373	Pathstone Family Office Englewood, New Jersey	$2.31M	+$1.41M	6	0.02%	Increased
374	AI Atom Investors Austin, Texas	$2.31M	+$1.58M	3	0.53%	Increased
375	Twin Tree Management Dallas, Texas	$2.24M	-$19.7M	2	0.01%	Reduced