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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	Eaton Vance Management Boston, Massachusetts	$1.31M	-$304K	4	0%	Reduced
402	Amalgamated Bank New York	$1.27M	-$1.61K	4	0.06%	Reduced
403	MCC Malaga Cove Capital Pv Estates, California	$1.27M	-$31.8K	1	0.77%	Reduced
404	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.27M	-$1.5M	1	1.29%	Reduced
405	HIM Herald Investment Management London, United Kingdom	$1.26M	$0	1	0.46%	Maintained
406	TCM Tributary Capital Management Omaha, Nebraska	$1.25M	+$370K	1	0.12%	Increased
407	Panagora Asset Management Boston, Massachusetts	$1.25M	-$2.94M	6	0.01%	Reduced
408	Advisor Group Phoenix, Arizona	$1.23M	+$504K	8	0.03%	Increased
409	P8IP Pier 88 Investment Partners San Francisco, California	$1.22M	+$71.7K	2	0.5%	Increased
410	Cullen/Frost Bankers San Antonio, Texas	$1.21M	+$192K	1	0.04%	Increased
411	Verition Fund Management Greenwich, Connecticut	$1.2M	+$717K	4	0.11%	Increased
412	CIC Chase Investment Counsel Charlottesville, Virginia	$1.18M	-$751K	1	0.57%	Reduced
413	First Manhattan New York	$1.16M	+$9.44K	3	0.01%	Increased
414	FIM Freedom Investment Management Hartford, Connecticut	$1.16M	+$135K	3	0.07%	Increased
415	KBC Group Brussels, Belgium	$1.16M	+$393K	2	0.01%	Increased
416	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.14M	+$17.2K	1	0.02%	Increased
417	Oppenheimer Asset Management New York	$1.11M	+$1.04M	4	0.03%	New
418	SAM Shell Asset Management The Hague, Netherlands	$1.1M	+$516K	2	0.02%	Increased
419	FRM Fox Run Management Greenwich, Connecticut	$1.1M	+$454K	3	0.45%	Increased
420	Asset Management One Tokyo, Japan	$1.09M	+$468	1	0%	Increased
421	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.08M	-$233K	2	0.5%	Reduced
422	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.08M	$0	1	0.09%	Maintained
423	ALPS Advisors Denver, Colorado	$1.08M	+$160K	2	0.01%	Increased
424	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.08M	$0	2	0.2%	Maintained
425	Natixis Advisors Boston, Massachusetts	$1.08M	-$480K	1	0.01%	Reduced