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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	FRM Foundation Resource Management Little Rock, Arkansas	$1.78M	-$73.4K	1	0.4%	Reduced
377	LI Leap Investments Chicago, Illinois	$1.77M	+$1.6M	2	0.83%	Increased
378	Nisa Investment Advisors St. Louis, Missouri	$1.76M	+$79.1K	7	0.02%	Increased
379	Zurich Cantonal Bank Zurich, Switzerland	$1.75M	+$127K	6	0.01%	Increased
380	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.73M	-$583K	1	0.01%	Reduced
381	Nomura Holdings Tokyo, Japan	$1.73M	-$1.07M	1	0.01%	Reduced
382	GCP GSA Capital Partners London, United Kingdom	$1.71M	-$2.02M	4	0.2%	Reduced
383	LSC Lesa Sroufe & Co Seattle, Washington	$1.7M	-$100K	1	1.63%	Reduced
384	GIM Grassi Investment Management Santa Clara, California	$1.7M	-$806K	1	0.23%	Reduced
385	PAM Pinpoint Asset Management Hong Kong	$1.66M	+$1.37M	1	0.4%	New
386	IFG Investors Financial Group Plymouth, Minnesota	$1.62M	+$1.72M	1	1.32%	New
387	CPA Cowen Prime Advisors New York	$1.61M	+$57.3K	2	0.74%	Increased
388	Qube Research & Technologies (QRT) London, United Kingdom	$1.61M	+$1.2M	5	0.05%	Increased
389	Chartwell Investment Partners Berywn, Pennsylvania	$1.6M	-$2.11M	1	0.05%	Reduced
390	SAM Securian Asset Management St Paul, Minnesota	$1.6M	-$135K	3	0.04%	Reduced
391	NM Newtyn Management New York	$1.58M	-$2.27M	1	0.15%	Reduced
392	AWCI Alpine Woods Capital Investors Purchase, New York	$1.58M	-$323K	1	0.3%	Reduced
393	TSS Two Sigma Securities New York	$1.56M	+$1.35M	1	0.01%	Increased
394	SAM Shell Asset Management The Hague, Netherlands	$1.55M	-$34K	2	0.03%	Reduced
395	Gateway Investment Advisers Cincinnati, Ohio	$1.54M	-$76	2	0.02%	Reduced
396	BC Breakline Capital New York	$1.54M	+$1.37M	1	1.03%	New
397	KM Kalos Management Alpharetta, Georgia	$1.53M	+$1.36M	1	0.56%	New
398	HIS Horizon Investment Services Hammond, Indiana	$1.51M	-$243K	1	1%	Reduced
399	Scotia Capital Toronto, Ontario, Canada	$1.5M	-$4.36M	1	0.02%	Reduced
400	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.45M	+$115K	2	0.08%	Increased