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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
426	MC Montag & Caldwell Atlanta, Georgia	$596K	+$195K	1	0.01%	Increased
427	Nordea Investment Management Stockholm, Sweden	$568K	+$499K	1	0%	Increased
428	William Blair & Company Chicago, Illinois	$564K	+$156K	3	0.01%	Increased
429	PAM Paradigm Asset Management New York	$562K	-$224K	2	0.1%	Reduced
430	MI Markston International White Plains, New York	$561K	+$644K	1	0.05%	Increased
431	BlackRock Japan Tokyo, Japan	$559K	-$62.2K	3	0%	Reduced
432	DCM Dupont Capital Management Wilmington, Delaware	$554K	+$535K	1	0.01%	New
433	Squarepoint New York	$554K	-$1.22M	3	0.03%	Reduced
434	FA Friess Associates Greenville, Delaware	$553K	-$10.8M	1	0.06%	Reduced
435	SCM SG Capital Management Chicago, Illinois	$545K	-$4.99M	1	0.13%	Reduced
436	TDC Thompson Davis & Co Richmond, Virginia	$533K	-$1.24M	4	0.85%	Reduced
437	HighTower Advisors Chicago, Illinois	$529K	-$2.92M	1	0.01%	Reduced
438	TBAM True Bearing Asset Management San Francisco, California	$517K	-$124K	1	2.73%	Reduced
439	TSS Two Sigma Securities New York	$517K	+$515K	1	0.28%	New
440	Advisor Group Phoenix, Arizona	$515K	+$556K	8	0.01%	New
441	FRM Fox Run Management Greenwich, Connecticut	$507K	+$109K	2	0.25%	Increased
442	RIM Regent Investment Management Louisville, Kentucky	$507K	+$25.4K	1	0.28%	Increased
443	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$495K	+$35.6K	1	0.33%	Increased
444	SC Skylands Capital Milwaukee, Wisconsin	$488K	+$85.5K	1	0.08%	Increased
445	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$487K	+$530K	1	0.07%	New
446	CL Croft-Leominster Baltimore, Maryland	$484K	$0	1	0.11%	Maintained
447	Amalgamated Bank New York	$475K	+$64.6K	2	0.03%	Increased
448	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$467K	+$32.5K	1	0.01%	Increased
449	Gateway Investment Advisers Cincinnati, Ohio	$466K	+$450K	1	0%	New
450	FQ First Quadrant Glendale, California	$465K	-$674K	1	0.01%	Reduced