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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	BRF B. Riley Financial Los Angeles, California	$1.09M	-$395K	1	0.28%	Reduced
402	TIAAOA Teachers Insurance & Annuity Association of America New York	$1.08M	-$12.7K	1	0.06%	Reduced
403	Cambridge Investment Research Advisors Fairfield, Iowa	$1.08M	+$99.2K	3	0.01%	Increased
404	State of Michigan Retirement System Lansing, Michigan	$1.07M	-$42.4K	1	0.01%	Reduced
405	SFM Systematic Financial Management Teaneck, New Jersey	$1.07M	-$427K	1	0.02%	Reduced
406	Congress Asset Management Boston, Massachusetts	$1.07M	-$1.82M	1	0.02%	Reduced
407	CAM ClariVest Asset Management San Diego, California	$1.06M	+$620K	2	0.02%	Increased
408	Baird Financial Group Milwaukee, Wisconsin	$1.05M	-$106K	2	0.01%	Reduced
409	P8IP Pier 88 Investment Partners San Francisco, California	$999K	+$484K	2	0.37%	Increased
410	BHB Bank Hapoalim BM Tel Aviv, Israel	$995K	+$144K	1	0.22%	Increased
411	Brinker Capital Berwyn, Pennsylvania	$989K	-$498K	3	0.04%	Reduced
412	Wolverine Asset Management Chicago, Illinois	$955K	+$919K	2	0.01%	Increased
413	SCM Suffolk Capital Management New York	$943K	-$2.33M	1	0.12%	Reduced
414	AA AlphaMark Advisors Ft. Wright, Kentucky	$942K	-$335K	2	0.37%	Reduced
415	FRM Fox Run Management Greenwich, Connecticut	$939K	+$1.08M	2	0.27%	New
416	PVAM Pacific View Asset Management San Francisco, California	$939K	+$1M	2	0.62%	New
417	RCM Riverhead Capital Management Wilmington, Delaware	$925K	+$182K	6	0.04%	Increased
418	HIM Herald Investment Management London, United Kingdom	$922K	$0	1	0.29%	Maintained
419	Nuveen Charlotte, North Carolina	$878K	-$5.67M	1	0.01%	Reduced
420	MC Menta Capital San Francisco, California	$877K	+$425K	1	0.17%	Increased
421	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$871K	+$882K	1	0.01%	New
422	PPCM Pillar Pacific Capital Management Pacifica, California	$869K	-$6.73K	2	0.11%	Reduced
423	Fifth Third Bancorp Cincinnati, Ohio	$848K	-$1.43M	5	0.01%	Reduced
424	Tudor Investment Corp Stamford, Connecticut	$833K	+$885K	2	0.02%	New
425	FMT First Mercantile Trust Cordova, Tennessee	$813K	-$371K	3	0.16%	Reduced