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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	Loews Corp New York	$1.87M	$0	1	0.02%	Maintained
377	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.87M	+$176K	6	0.34%	Increased
378	GC Globeflex Capital San Diego, California	$1.86M	-$25.2K	2	0.39%	Reduced
379	MSL Mackay Shields LLC New York	$1.85M	-$2.06M	2	0.01%	Reduced
380	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.84M	-$302K	1	0.01%	Reduced
381	TAL TIG Advisors LLC New York	$1.81M	$0	1	0.08%	Maintained
382	AWCI Alpine Woods Capital Investors Purchase, New York	$1.81M	-$9.59K	2	0.39%	Reduced
383	GGHC Gilder Gagnon Howe & Co New York	$1.77M	-$15.4M	3	0.02%	Reduced
384	US Bancorp Minneapolis, Minnesota	$1.77M	-$928K	7	0.01%	Reduced
385	Nisa Investment Advisors St. Louis, Missouri	$1.72M	+$14.8K	7	0.02%	Increased
386	HIS Horizon Investment Services Hammond, Indiana	$1.72M	+$549K	1	1.17%	Increased
387	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.72M	-$67.1K	2	0.03%	Reduced
388	Gotham Asset Management New York	$1.69M	-$1.59M	4	0.02%	Reduced
389	Curi RMB Capital Chicago, Illinois	$1.68M	+$997K	1	0.04%	Increased
390	M&T Bank Buffalo, New York	$1.66M	+$468K	2	0.01%	Increased
391	MF MHI Funds Woodstock, New York	$1.64M	-$347K	1	1.9%	Reduced
392	Acadian Asset Management Boston, Massachusetts	$1.63M	+$1.78M	2	0.01%	New
393	EBIM Eagle Boston Investment Management Boston, Massachusetts	$1.63M	-$668K	2	0.71%	Reduced
394	LG Leuthold Group Minneapolis, Minnesota	$1.63M	-$90.6K	2	0.22%	Reduced
395	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.61M	+$429K	2	0.2%	Increased
396	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.61M	+$131K	1	0.01%	Increased
397	TSS Two Sigma Securities New York	$1.6M	+$1.48M	1	0.01%	Increased
398	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.58M	-$3.76M	2	0.08%	Reduced
399	CC Cipher Capital New York	$1.58M	-$1.51M	1	0.13%	Reduced
400	GCP GSA Capital Partners London, United Kingdom	$1.57M	-$365K	4	0.16%	Reduced