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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	IP Intellectus Partners San Francisco, California	$2.06M	-$86.1K	1	0.72%	Reduced
402	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.03M	-$157K	3	0.1%	Reduced
403	Bleakley Financial Group Fairfield, New Jersey	$2.03M	+$2.01M	1	0.07%	New
404	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.99M	+$784K	2	0.01%	Increased
405	FC FORA Capital Miami, Florida	$1.99M	+$1.2M	4	0.32%	Increased
406	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.99M	+$1.97M	1	0.7%	New
407	VIG Vienna Insurance Group Warsaw, Poland	$1.98M	$0	1	1.53%	Maintained
408	South Dakota Investment Council Sioux Falls, South Dakota	$1.98M	+$966K	2	0.04%	Increased
409	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$1.98M	-$127K	5	0.11%	Reduced
410	HCM Horrell Capital Management Little Rock, Arkansas	$1.97M	$0	1	0.65%	Maintained
411	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.97M	-$227K	2	0.48%	Reduced
412	Simplicity Solutions Minneapolis, Minnesota	$1.95M	+$117K	1	0.26%	Increased
413	LSC Lesa Sroufe & Co Seattle, Washington	$1.93M	-$1.69K	1	2.14%	Reduced
414	RBC Romano Brothers & Co Evanston, Illinois	$1.93M	+$132K	2	0.29%	Increased
415	DA Duality Advisers Miami, Florida	$1.88M	-$2.9M	2	0.21%	Reduced
416	IFP Advisors Tampa, Florida	$1.88M	-$593K	9	0.05%	Reduced
417	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.86M	-$811K	1	0.19%	Reduced
418	Mercer Global Advisors Denver, Colorado	$1.86M	-$465K	3	0.01%	Reduced
419	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.81M	$0	3	0.75%	Maintained
420	Advisory Services Network Atlanta, Georgia	$1.81M	+$207K	7	0.06%	Increased
421	Catalyst Capital Advisors Huntington, New York	$1.79M	$0	1	0.06%	Maintained
422	Maryland State Retirement & Pension System Baltimore, Maryland	$1.79M	+$358K	4	0.05%	Increased
423	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.78M	-$952K	4	0.05%	Reduced
424	Nisa Investment Advisors St. Louis, Missouri	$1.76M	-$363K	8	0.01%	Reduced
425	SAM Securian Asset Management St Paul, Minnesota	$1.76M	+$433K	4	0.05%	Increased