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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	SSG Summit Securities Group New York	$848K	+$951K	1	0.61%	New
377	AH Achievement Holdings Chicago, Illinois	$833K	-$925K	1	0.07%	Reduced
378	PPCM Pillar Pacific Capital Management Pacifica, California	$833K	$0	2	0.16%	Maintained
379	RCM Riverhead Capital Management Wilmington, Delaware	$806K	+$158K	2	0.01%	Increased
380	Nisa Investment Advisors St. Louis, Missouri	$803K	$0	2	0.01%	Maintained
381	STRS Ohio Columbus, Ohio	$800K	+$39.2K	4	0%	Increased
382	Hancock Whitney Gulfport, Mississippi	$799K	+$862K	2	0.03%	New
383	Ameritas Investment Partners Lincoln, Nebraska	$786K	+$42.8K	2	0.06%	Increased
384	Oregon Public Employees Retirement Fund Tigard, Oregon	$772K	+$18.6K	1	0.02%	Increased
385	AA AlphaMark Advisors Ft. Wright, Kentucky	$762K	$0	1	0.42%	Maintained
386	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$758K	+$59.6K	1	0.02%	Increased
387	AIM Assured Investment Management New York	$751K	+$840K	2	0.01%	New
388	First Citizens Bank & Trust Raleigh, North Carolina	$747K	+$800K	1	0.06%	New
389	M&T Bank Buffalo, New York	$744K	-$758K	1	0.01%	Reduced
390	AIM Ada Investment Management New York	$743K	+$303K	1	0.38%	Increased
391	William Blair & Company Chicago, Illinois	$740K	-$161K	2	0.01%	Reduced
392	TDC Thompson Davis & Co Richmond, Virginia	$711K	-$1.98M	4	0.99%	Reduced
393	ETrade Capital Management Arlington, Virginia	$698K	+$86.4K	1	0.04%	Increased
394	BlueCrest Capital Management St Helier, Jersey	$681K	-$93.6K	1	0.02%	Reduced
395	SCA Secor Capital Advisors New York	$679K	+$287K	1	0.21%	Increased
396	Virginia Retirement Systems Richmond, Virginia	$677K	+$754K	1	0.01%	New
397	HIP Hatteras Investment Partners Raleigh, North Carolina	$675K	-$383K	1	0.92%	Reduced
398	IP Isthmus Partners Madison, Wisconsin	$646K	+$1.2K	1	0.24%	Increased
399	FIM Freedom Investment Management Hartford, Connecticut	$635K	-$93.2K	1	0.06%	Reduced
400	Walleye Trading New York	$633K	+$669K	4	0.01%	Increased