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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
376	WIC Woodmont Investment Counsel Nashville, Tennessee	$569K	-$429K	1	0.18%	Reduced
377	ZCM Zebra Capital Management Stamford, Connecticut	$565K	-$102K	1	0.29%	Reduced
378	FA FDx Advisors Chicago, Illinois	$548K	-$23.8K	1	0.01%	Reduced
379	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$546K	+$107K	1	0.01%	Increased
380	TSS Two Sigma Securities New York	$528K	+$91.9K	1	0.54%	Increased
381	Glenmede Trust Philadelphia, Pennsylvania	$524K	-$8.04K	2	0%	Reduced
382	DTL Dynamic Technology Lab Singapore	$519K	-$96.1K	2	0.22%	Reduced
383	SCA Secor Capital Advisors New York	$513K	+$458K	1	0.2%	New
384	AW Alpha Windward Westwood, Massachusetts	$502K	+$448K	1	0.33%	New
385	Janney Montgomery Scott Philadelphia, Pennsylvania	$501K	-$143K	1	0.01%	Reduced
386	Boothbay Fund Management New York	$500K	-$255K	2	0.33%	Reduced
387	CPA Court Place Advisors Ellicott City, Maryland	$500K	-$3.9K	1	0.32%	Reduced
388	FCI Financial Counselors Inc Overland Park, Kansas	$498K	-$47.5K	1	0.03%	Reduced
389	PineBridge Investments New York	$498K	+$45.3K	2	0.02%	Increased
390	CI CAZ Investments Houston, Texas	$486K	-$54.9K	1	0.34%	Reduced
391	DLHL Donald L. Hagan LLC Sarasota, Florida	$484K	+$134K	1	0.48%	Increased
392	LCM Landscape Capital Management Englewood, New Jersey	$477K	+$129K	1	0.13%	Increased
393	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$473K	+$488K	1	0.02%	New
394	Robeco Institutional Asset Management Rotterdam, Netherlands	$465K	$0	1	0%	Maintained
395	TFA Toth Financial Advisory Leesburg, Virginia	$462K	+$79K	1	0.15%	Increased
396	Truist Financial Charlotte, North Carolina	$460K	-$675	1	0.01%	Reduced
397	MCM Mork Capital Management Healdsburg, California	$444K	+$351K	1	0.51%	New
398	Amalgamated Bank New York	$429K	+$16.5K	2	0.05%	Increased
399	Scotia Capital Toronto, Ontario, Canada	$421K	-$9.81K	1	0.01%	Reduced
400	Baker Avenue Asset Management San Francisco, California	$417K	-$629K	2	0.06%	Reduced