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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	Nisa Investment Advisors St. Louis, Missouri	$2.61M	+$19.4K	8	0.02%	Increased
402	Jefferies Financial Group New York	$2.61M	-$476K	5	0.02%	Reduced
403	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$2.59M	+$642K	3	0.44%	Increased
404	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.59M	+$2.56M	1	0.27%	New
405	Arrowstreet Capital Boston, Massachusetts	$2.59M	-$6.43M	2	0%	Reduced
406	Bahl & Gaynor Cincinnati, Ohio	$2.58M	-$107K	2	0.01%	Reduced
407	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.56M	+$575K	1	1%	Increased
408	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.56M	$0	3	0.8%	Maintained
409	WW Waterfront Wealth Overland Park, Kansas	$2.54M	+$454K	1	0.71%	Increased
410	LI LHM Inc Sandy, Utah	$2.52M	+$1.79M	1	1.78%	Increased
411	PCMH Polymer Capital Management (HK) Hong Kong	$2.52M	+$1.38M	1	0.63%	Increased
412	Private Advisor Group Morristown, New Jersey	$2.51M	-$90.5K	4	0.02%	Reduced
413	Oppenheimer Asset Management New York	$2.49M	-$663K	3	0.04%	Reduced
414	TSS Two Sigma Securities New York	$2.49M	+$1.11M	5	0.02%	Increased
415	RHJA Rice Hall James & Associates San Diego, California	$2.47M	+$2.06M	2	0.14%	Increased
416	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.37M	-$36.5K	5	0.08%	Reduced
417	AIM Aquila Investment Management New York	$2.36M	+$329K	1	2.02%	Increased
418	ICM Ionic Capital Management New York	$2.36M	$0	1	0.76%	Maintained
419	HSBC Holdings London, United Kingdom	$2.35M	-$4.89M	7	0%	Reduced
420	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.33M	-$191K	1	0.95%	Reduced
421	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.33M	-$9.54K	6	0.02%	Reduced
422	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.32M	+$2.5M	1	1.29%	New
423	Lighthouse Investment Partners Palm Beach Gardens, Florida	$2.31M	+$2.17M	2	0.11%	New
424	Teacher Retirement System of Texas Austin, Texas	$2.31M	-$1.59M	2	0.01%	Reduced
425	Modera Wealth Management Westwood, New Jersey	$2.27M	-$117K	1	0.03%	Reduced