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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	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.27M	-$1.89M	1	0.04%	Reduced
377	Oppenheimer Asset Management New York	$1.26M	+$224K	1	0.03%	Increased
378	Wolverine Trading Chicago, Illinois	$1.24M	-$844K	4	0%	Reduced
379	Boothbay Fund Management New York	$1.22M	+$666K	3	0.14%	Increased
380	KeyBank National Association Cleveland, Ohio	$1.2M	-$11.4K	2	0.01%	Reduced
381	ETrade Capital Management Arlington, Virginia	$1.2M	-$517K	1	0.04%	Reduced
382	Brinker Capital Berwyn, Pennsylvania	$1.2M	+$89.2K	2	0.05%	Increased
383	Wedge Capital Management Charlotte, North Carolina	$1.19M	+$249K	2	0.01%	Increased
384	GC Globeflex Capital San Diego, California	$1.17M	+$562K	2	0.25%	Increased
385	FRM Fox Run Management Greenwich, Connecticut	$1.14M	+$190K	3	0.28%	Increased
386	PCM Prelude Capital Management New York	$1.14M	+$552K	3	0.08%	Increased
387	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.13M	+$1.03M	1	0.69%	New
388	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.13M	-$40.4K	1	0.29%	Reduced
389	Jefferies Group New York	$1.13M	-$2.84M	2	0.01%	Reduced
390	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.12M	+$1.02M	1	0.13%	New
391	CI Cavalier Investments Alpharetta, Georgia	$1.12M	+$1M	1	0.39%	New
392	CEP Chicago Equity Partners Chicago, Illinois	$1.11M	-$869K	1	0.04%	Reduced
393	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.09M	-$417K	1	0.86%	Reduced
394	Envestnet Asset Management Chicago, Illinois	$1.09M	-$4.19M	6	0%	Reduced
395	PCM Princeton Capital Management Red Bank, New Jersey	$1.08M	+$121K	2	0.48%	Increased
396	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.08M	$0	1	0.01%	Maintained
397	Zurich Cantonal Bank Zurich, Switzerland	$1.04M	+$214K	7	0.01%	Increased
398	HSBC Holdings London, United Kingdom	$1.04M	-$998K	4	0%	Reduced
399	Pacer Advisors Malvern, Pennsylvania	$1.03M	-$334K	1	0.06%	Reduced
400	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.02M	+$98.8K	1	0.04%	Increased