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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	Advisor Group Phoenix, Arizona	$1.49M	+$138K	8	0.03%	Increased
402	Nisa Investment Advisors St. Louis, Missouri	$1.48M	-$57.2K	6	0.02%	Reduced
403	FHAM Folger Hill Asset Management New York	$1.47M	+$1.38M	1	0.13%	New
404	State of Michigan Retirement System Lansing, Michigan	$1.46M	+$24K	1	0.01%	Increased
405	AHL Partners London, United Kingdom	$1.46M	-$1.74M	2	0.03%	Reduced
406	ZIM ZPR Investment Management Orange City, Florida	$1.45M	+$1.75K	1	2.22%	Increased
407	WSCM Wellington Shields Capital Management New York	$1.44M	+$1.16M	1	0.24%	Increased
408	State of Alaska Department of Revenue Juneau, Alaska	$1.41M	+$704K	4	0.1%	Increased
409	KeyBank National Association Cleveland, Ohio	$1.41M	-$58.1K	1	0.01%	Reduced
410	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.38M	-$210K	1	0.06%	Reduced
411	Cullen/Frost Bankers San Antonio, Texas	$1.33M	-$46.2K	1	0.04%	Reduced
412	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.3M	+$84.7K	1	0.02%	Increased
413	JIR James Investment Research Alpha, Ohio	$1.3M	-$551K	1	0.04%	Reduced
414	Oppenheimer Asset Management New York	$1.3M	+$30.1K	4	0.04%	Increased
415	BCC Bridge City Capital Lake Oswego, Oregon	$1.29M	+$1.22M	1	1.08%	New
416	NA Navellier & Associates Reno, Nevada	$1.29M	+$1.22M	2	0.19%	New
417	Natixis Advisors Boston, Massachusetts	$1.28M	+$57.9K	1	0.01%	Increased
418	KAM Kavi Asset Management New York	$1.28M	-$1M	1	0.68%	Reduced
419	CIC Chase Investment Counsel Charlottesville, Virginia	$1.25M	-$3.32K	1	0.61%	Reduced
420	First Manhattan New York	$1.24M	-$36	3	0.01%	Reduced
421	Hudson Bay Capital Management Stamford, Connecticut	$1.23M	+$1.18M	2	0.02%	New
422	Cubist Systematic Strategies Stamford, Connecticut	$1.23M	-$1.41M	3	0.08%	Reduced
423	Trexquant Investment Stamford, Connecticut	$1.23M	-$841K	3	0.34%	Reduced
424	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.15M	-$20.7K	1	0.01%	Reduced
425	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.15M	+$421K	6	0.03%	Increased