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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	GH GAM Holding Zurich, Switzerland	$1.53M	+$832K	1	0.06%	Increased
377	Cambridge Investment Research Advisors Fairfield, Iowa	$1.48M	+$810K	3	0.01%	Increased
378	TA Teton Advisors Rye, New York	$1.44M	+$131K	1	0.13%	Increased
379	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.43M	+$615K	1	0.3%	Increased
380	Teacher Retirement System of Texas Austin, Texas	$1.43M	-$1.21M	4	0.01%	Reduced
381	DTL Dynamic Technology Lab Singapore	$1.42M	-$732K	5	0.2%	Reduced
382	RA Rational Advisors Huntington, New York	$1.42M	+$1.41M	1	0.34%	New
383	RCM Riverhead Capital Management Wilmington, Delaware	$1.42M	+$294K	6	0.05%	Increased
384	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.39M	-$322K	1	1.05%	Reduced
385	Congress Asset Management Boston, Massachusetts	$1.37M	+$170K	1	0.02%	Increased
386	State of Alaska Department of Revenue Juneau, Alaska	$1.36M	+$75.5K	3	0.02%	Increased
387	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.35M	-$2.41K	6	0.02%	Reduced
388	SAM Silphium Asset Management London, United Kingdom	$1.34M	+$775K	1	0.38%	Increased
389	FMT First Mercantile Trust Cordova, Tennessee	$1.34M	-$740K	4	0.26%	Reduced
390	KeyBank National Association Cleveland, Ohio	$1.34M	$0	2	0.01%	Maintained
391	DCM Dupont Capital Management Wilmington, Delaware	$1.33M	+$1.28M	2	0.03%	New
392	VF Virtu Financial New York	$1.33M	-$617K	4	0.08%	Reduced
393	WC Walthausen & Co Malta, New York	$1.33M	+$1.21M	1	0.13%	New
394	William Blair & Company Chicago, Illinois	$1.31M	+$134K	3	0.01%	Increased
395	Cubist Systematic Strategies Stamford, Connecticut	$1.3M	+$935K	5	0.07%	Increased
396	AIC Aurora Investment Counsel Atlanta, Georgia	$1.26M	+$76.6K	1	0.6%	Increased
397	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.26M	-$109K	1	0.13%	Reduced
398	Tudor Investment Corp Stamford, Connecticut	$1.26M	-$806K	2	0.03%	Reduced
399	Verition Fund Management Greenwich, Connecticut	$1.25M	-$3.14M	3	0.04%	Reduced
400	Creative Planning Overland Park, Kansas	$1.22M	-$264K	2	0%	Reduced