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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	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.79M	$0	3	1.04%	Maintained
377	CYG Clean Yield Group Norwich, Vermont	$2.78M	+$436K	1	1%	Increased
378	PP Paloma Partners Greenwich, Connecticut	$2.75M	+$33.2K	4	0.07%	Increased
379	Xponance Philadelphia, Pennsylvania	$2.73M	-$2.1K	3	0.06%	Reduced
380	Aberdeen Group Edinburgh, United Kingdom	$2.69M	-$9.26M	1	0.01%	Reduced
381	FC FORA Capital Miami, Florida	$2.69M	+$2.29M	5	0.41%	Increased
382	NM Newtyn Management New York	$2.69M	$0	1	0.62%	Maintained
383	HT HAP Trading New York	$2.68M	+$854K	3	0.08%	Increased
384	ExodusPoint Capital Management New York	$2.68M	+$107K	5	0.03%	Increased
385	CF CNA Financial Chicago, Illinois	$2.67M	-$798K	2	0.84%	Reduced
386	IFP Advisors Tampa, Florida	$2.67M	+$74.1K	5	0.11%	Increased
387	SW SlateStone Wealth Jupiter, Florida	$2.64M	-$726K	1	0.66%	Reduced
388	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.63M	-$3.2K	1	0.28%	Reduced
389	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$2.61M	+$2.37M	1	0.53%	New
390	EGI EAM Global Investors Solana Beach, California	$2.56M	+$1.94M	1	0.7%	New
391	SCM Sirios Capital Management Boston, Massachusetts	$2.53M	-$11M	1	0.2%	Reduced
392	Mirae Asset Global Investments Seoul, South Korea	$2.49M	+$1.36M	1	0.01%	Increased
393	Caption Management Oklahoma City, Oklahoma	$2.49M	+$1.86M	2	0.06%	Increased
394	Teacher Retirement System of Texas Austin, Texas	$2.48M	+$960K	5	0.02%	Increased
395	Cambridge Investment Research Advisors Fairfield, Iowa	$2.48M	+$801K	6	0.01%	Increased
396	GIM Grassi Investment Management Santa Clara, California	$2.46M	+$330K	1	0.31%	Increased
397	IFG Investors Financial Group Plymouth, Minnesota	$2.44M	+$422K	1	1.62%	Increased
398	HWM Hohimer Wealth Management Seattle, Washington	$2.41M	+$1.68M	1	0.64%	Increased
399	KeyBank National Association Cleveland, Ohio	$2.4M	-$26.2K	4	0.01%	Reduced
400	WA Winfield Associates Cleveland, Ohio	$2.39M	+$536K	1	1.01%	Increased