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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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.01M	+$7.79K	3	0.09%	Increased
377	Hancock Whitney Gulfport, Mississippi	$4.01M	-$83.2K	3	0.14%	Reduced
378	ACM Argent Capital Management St Louis, Missouri	$4M	+$43.7K	1	0.13%	Increased
379	BCM BCK Capital Management Stamford, Connecticut	$3.95M	+$2.63M	1	2.37%	Increased
380	MML Investors Services Springfield, Massachusetts	$3.92M	+$1.6M	3	0.03%	Increased
381	Profund Advisors Bethesda, Maryland	$3.88M	-$462K	4	0.16%	Reduced
382	IAS IMA Advisory Services Denver, Colorado	$3.86M	-$117K	1	0.89%	Reduced
383	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$3.85M	-$1.84M	2	0.09%	Reduced
384	JSC Jackson Square Capital San Francisco, California	$3.81M	+$3.41M	1	1.19%	Increased
385	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.8M	+$92.9K	1	0.51%	Increased
386	Tudor Investment Corp Stamford, Connecticut	$3.77M	-$4.15M	4	0.09%	Reduced
387	Nisa Investment Advisors St. Louis, Missouri	$3.74M	-$182K	6	0.03%	Reduced
388	PHS Pekin Hardy Strauss Chicago, Illinois	$3.72M	-$250K	2	0.46%	Reduced
389	BSCM Berry Street Capital Management London, United Kingdom	$3.69M	+$3.96M	1	0.42%	New
390	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.64M	$0	5	0.49%	Maintained
391	BCM Bayesian Capital Management Brooklyn, New York	$3.63M	+$509K	4	0.54%	Increased
392	M Murchinson Toronto, Ontario, Canada	$3.63M	+$3.4M	1	0.69%	New
393	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3.62M	+$213K	2	0.41%	Increased
394	RIL Rothschild Investment LLC Chicago, Illinois	$3.62M	+$48.3K	2	0.28%	Increased
395	Markel Group Glen Allen, Virginia	$3.53M	$0	1	0.04%	Maintained
396	CAPTRUST Financial Advisors Raleigh, North Carolina	$3.5M	-$1.92M	9	0.02%	Reduced
397	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.49M	+$25.4K	4	0.03%	Increased
398	Gateway Investment Advisers Cincinnati, Ohio	$3.42M	+$2.11M	2	0.03%	Increased
399	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$3.39M	+$1.05M	4	0.28%	Increased
400	EMG ETF Managers Group Summit, New Jersey	$3.38M	+$3.11M	2	0.07%	Increased