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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
401	Oregon Public Employees Retirement Fund Tigard, Oregon	$823K	+$57.4K	1	0.02%	Increased
402	Cambridge Investment Research Advisors Fairfield, Iowa	$819K	+$681K	1	0.02%	New
403	SI Shaker Investments Cleveland, Ohio	$815K	$0	1	0.67%	Maintained
404	Teacher Retirement System of Texas Austin, Texas	$804K	-$567K	6	0.01%	Reduced
405	TDC Thompson Davis & Co Richmond, Virginia	$801K	+$45.6K	5	1.13%	Increased
406	BRA Blue Rock Advisors Wayzata, Minnesota	$792K	+$851K	2	10.11%	New
407	TI Turner Investments Berwyn, Pennsylvania	$788K	+$638K	1	0.16%	Increased
408	CONA Capital One National Association New York	$781K	+$775K	2	0.07%	New
409	Ameritas Investment Partners Lincoln, Nebraska	$778K	+$7.37K	2	0.05%	Increased
410	Hancock Whitney Gulfport, Mississippi	$778K	+$1.16K	2	0.03%	Increased
411	MC Menta Capital San Francisco, California	$775K	-$4.12M	2	0.1%	Reduced
412	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$760K	+$3.61K	1	0.02%	Increased
413	PPCM Pillar Pacific Capital Management Pacifica, California	$756K	-$89.6K	2	0.14%	Reduced
414	RCM Rotella Capital Management Bellevue, Washington	$722K	-$1.19M	4	0.65%	Reduced
415	OMERS Administration Corp Toronto, Ontario, Canada	$700K	+$233K	1	0.02%	Increased
416	Acadian Asset Management Boston, Massachusetts	$698K	-$3.13M	2	0%	Reduced
417	D.A. Davidson & Co Great Falls, Montana	$694K	+$456K	2	0.02%	Increased
418	Old National Bancorp Evansville, Indiana	$667K	+$308K	2	0.04%	Increased
419	EAM Exane Asset Management Paris, France	$661K	+$734K	1	0.4%	New
420	ACM Ativo Capital Management Chicago, Illinois	$659K	+$78.6K	1	0.17%	Increased
421	William Blair & Company Chicago, Illinois	$648K	-$79.7K	2	0.01%	Reduced
422	Penserra Capital Management Orinda, California	$632K	+$538K	1	0.06%	New
423	SW SVB Wealth Boston, Massachusetts	$632K	+$246K	2	0.02%	Increased
424	Diversified Trust Memphis, Tennessee	$629K	+$199K	2	0.07%	Increased
425	FIM Fernwood Investment Management Quincy, Massachusetts	$613K	$0	1	0.52%	Maintained