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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	BA Boston Advisors Boston, Massachusetts	$831K	+$751K	1	0.02%	New
427	Winton Group London, United Kingdom	$822K	+$11.4K	1	0.03%	Increased
428	HMS Hanseatic Management Services Albuquerque, New Mexico	$819K	+$787K	1	0.46%	New
429	KBC Group Brussels, Belgium	$809K	+$280K	1	0.01%	Increased
430	PAM Paradigm Asset Management New York	$773K	-$21.8K	1	0.15%	Reduced
431	CMANY Capital Management Associates (New York) New York	$754K	$0	2	1.18%	Maintained
432	MC Menta Capital San Francisco, California	$752K	-$647K	1	0.06%	Reduced
433	DIA Denver Investment Advisors Denver, Colorado	$737K	+$696K	1	0.03%	New
434	TCM Tributary Capital Management Omaha, Nebraska	$728K	-$24.8K	1	0.09%	Reduced
435	TI Turner Investments Berwyn, Pennsylvania	$723K	-$1.78M	3	0.29%	Reduced
436	SAM Shell Asset Management The Hague, Netherlands	$720K	-$7.76K	1	0.02%	Reduced
437	FRM Fox Run Management Greenwich, Connecticut	$719K	-$268K	2	0.38%	Reduced
438	Advisors Asset Management Monument, Colorado	$717K	+$329K	3	0.01%	Increased
439	Regions Financial Corp Birmingham, Alabama	$711K	+$58.6K	1	0.01%	Increased
440	FPF FNY Partners Fund New York	$710K	+$666K	2	0.03%	New
441	RIM Regent Investment Management Louisville, Kentucky	$707K	-$6.12K	1	0.36%	Reduced
442	CIM CIM Investment Management Pittsburgh, Pennsylvania	$706K	+$191K	2	0.26%	Increased
443	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$696K	+$716K	1	0.45%	New
444	PTC Petrus Trust Company Dallas, Texas	$695K	+$654K	2	0.17%	New
445	PAM Princeton Alpha Management Princeton Junction, New Jersey	$689K	+$667K	2	0.14%	New
446	Quantbot Technologies New York	$683K	+$102K	4	0.08%	Increased
447	PPCM Pillar Pacific Capital Management Pacifica, California	$649K	-$85.7K	2	0.1%	Reduced
448	FAM Fortaleza Asset Management Chicago, Illinois	$643K	+$268K	4	1.36%	Increased
449	OAM Oxford Asset Management Oxford, United Kingdom	$640K	-$4.14M	2	0.02%	Reduced
450	ALPS Advisors Denver, Colorado	$631K	+$52.6K	2	0%	Increased