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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	Pacer Advisors Malvern, Pennsylvania	$1.35M	+$663K	3	0.12%	Increased
402	3C 361 Capital Denver, Colorado	$1.35M	+$1.48M	1	0.26%	New
403	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.34M	+$664K	1	1.59%	Increased
404	OIM Orca Investment Management Roseburg, Oregon	$1.34M	+$1.46M	1	1.19%	New
405	GHCM Glen Harbor Capital Management San Diego, California	$1.34M	+$190K	5	0.03%	Increased
406	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.33M	+$194K	6	0.03%	Increased
407	SFM Systematic Financial Management Teaneck, New Jersey	$1.33M	-$8.48M	1	0.03%	Reduced
408	Spot Trading Chicago, Illinois	$1.32M	-$186K	5	0.02%	Reduced
409	CIBC Private Wealth Group Atlanta, Georgia	$1.32M	+$1.23M	2	0.01%	New
410	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.32M	+$1.44M	1	0.05%	New
411	Baird Financial Group Milwaukee, Wisconsin	$1.3M	+$1.09M	1	0.01%	Increased
412	Ladenburg Thalmann Financial Services Miami, Florida	$1.27M	-$551K	9	0.01%	Reduced
413	KBC Group Brussels, Belgium	$1.24M	$0	1	0.01%	Maintained
414	Cullen/Frost Bankers San Antonio, Texas	$1.23M	-$55.9K	1	0.04%	Reduced
415	DTL Dynamic Technology Lab Singapore	$1.23M	+$751K	1	0.2%	Increased
416	Oppenheimer Asset Management New York	$1.21M	-$35.9K	3	0.03%	Reduced
417	ETrade Capital Management Arlington, Virginia	$1.19M	+$379K	1	0.04%	Increased
418	State of Michigan Retirement System Lansing, Michigan	$1.17M	-$122K	1	0.01%	Reduced
419	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.16M	-$48.7K	2	0.59%	Reduced
420	OAM Oxford Asset Management Oxford, United Kingdom	$1.16M	+$1.07M	1	0.02%	New
421	TIAAOA Teachers Insurance & Annuity Association of America New York	$1.15M	+$1.25M	1	0.03%	New
422	LCM Legato Capital Management San Francisco, California	$1.15M	$0	2	0.17%	Maintained
423	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.15M	+$6.96K	1	0.02%	Increased
424	Credit Agricole Montrouge Cedex, France	$1.14M	-$584K	3	0%	Reduced
425	ProShare Advisors Bethesda, Maryland	$1.14M	-$512K	3	0.01%	Reduced