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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	Nuveen Charlotte, North Carolina	$1.29M	-$10.9K	2	0.01%	Reduced
377	STRS Ohio Columbus, Ohio	$1.29M	+$315K	3	0.01%	Increased
378	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.28M	+$1.12M	2	0.4%	New
379	CG Cutler Group San Francisco, California	$1.26M	-$393K	7	0.08%	Reduced
380	FQ First Quadrant Glendale, California	$1.25M	-$401K	1	0.03%	Reduced
381	Ladenburg Thalmann Financial Services Miami, Florida	$1.25M	+$112K	8	0.02%	Increased
382	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.23M	-$429K	1	0.29%	Reduced
383	SCA Secor Capital Advisors New York	$1.21M	+$687K	2	0.17%	Increased
384	MAM Meeder Asset Management Dublin, Ohio	$1.18M	+$501K	2	0.11%	Increased
385	TD Asset Management Toronto, Ontario, Canada	$1.15M	-$815K	3	0%	Reduced
386	Jane Street New York	$1.12M	-$12.7M	3	0.01%	Reduced
387	Teacher Retirement System of Texas Austin, Texas	$1.11M	+$271K	6	0.01%	Increased
388	Martingale Asset Management Boston, Massachusetts	$1.1M	+$19.1K	1	0.02%	Increased
389	KBC Group Brussels, Belgium	$1.09M	-$30.1K	2	0.02%	Reduced
390	M&T Bank Buffalo, New York	$1.09M	+$70.9K	2	0.01%	Increased
391	Natixis Advisors Boston, Massachusetts	$1.08M	-$889K	2	0.02%	Reduced
392	First Manhattan New York	$1.06M	+$5.33K	3	0.01%	Increased
393	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.06M	-$614K	2	0.17%	Reduced
394	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.05M	+$896K	1	0%	New
395	Zacks Investment Management Chicago, Illinois	$1.04M	+$945K	2	0.03%	New
396	Nisa Investment Advisors St. Louis, Missouri	$1.02M	+$30.7K	4	0.01%	Increased
397	KeyBank National Association Cleveland, Ohio	$1.01M	+$925K	1	0.01%	New
398	CONA Capital One National Association New York	$1M	+$210K	2	0.09%	Increased
399	Whittier Trust South Pasadena, California	$1M	-$1.07K	3	0.04%	Reduced
400	GCP GSA Capital Partners London, United Kingdom	$996K	-$767K	2	0.06%	Reduced