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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	AI Acuitas Investments Seattle, Washington	$3.01M	+$2.04M	1	1.57%	New
352	Gotham Asset Management New York	$3.01M	-$1.34M	3	0.06%	Reduced
353	CCM Cinctive Capital Management New York	$2.97M	-$5.3M	1	0.2%	Reduced
354	Pictet Asset Management Carouge, Switzerland	$2.97M	+$77.3K	7	0%	Increased
355	Brinker Capital Investments Berwyn, Pennsylvania	$2.96M	-$2.46M	4	0.03%	Reduced
356	Orion Portfolio Solutions Omaha, Nebraska	$2.96M	-$2.46M	4	0.03%	Reduced
357	HJIM Henry James International Management New York	$2.95M	-$175K	1	1.11%	Reduced
358	HIM Herald Investment Management London, United Kingdom	$2.94M	$0	1	0.56%	Maintained
359	Bank Julius Baer & Co Zurich, Switzerland	$2.92M	+$2.43M	1	0.01%	Increased
360	Group One Trading Chicago, Illinois	$2.91M	-$1.58M	9	0.01%	Reduced
361	Xponance Philadelphia, Pennsylvania	$2.81M	+$67.3K	5	0.03%	Increased
362	AGF Management Toronto, Ontario, Canada	$2.8M	-$3.13M	1	0.02%	Reduced
363	Wolverine Trading Chicago, Illinois	$2.77M	-$212K	3	0%	Reduced
364	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.73M	-$1.31M	4	0.01%	Reduced
365	Crossmark Global Holdings Houston, Texas	$2.7M	-$35.1K	5	0.06%	Reduced
366	Handelsbanken Fonder Stockholm, Sweden	$2.64M	+$202K	4	0.01%	Increased
367	UBS O'Connor Chicago, Illinois	$2.62M	+$2.17M	1	0.08%	New
368	State of Alaska Department of Revenue Juneau, Alaska	$2.58M	-$217K	5	0.03%	Reduced
369	ProShare Advisors Bethesda, Maryland	$2.57M	+$162K	8	0.01%	Increased
370	OIM Orca Investment Management Roseburg, Oregon	$2.44M	-$6.74K	1	2.35%	Reduced
371	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.39M	$0	3	0.83%	Maintained
372	FG Formula Growth Montreal, Quebec, Canada	$2.38M	+$1.97M	1	0.76%	New
373	M&T Bank Buffalo, New York	$2.36M	+$183K	3	0.01%	Increased
374	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.36M	-$443K	3	0.65%	Reduced
375	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.29M	-$173K	6	0.02%	Reduced