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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	GHCM Glen Harbor Capital Management San Diego, California	$1.13M	+$370K	5	0.03%	Increased
427	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.11M	$0	2	0.21%	Maintained
428	ALPS Advisors Denver, Colorado	$1.11M	+$2.72K	2	0.01%	Increased
429	Los Angeles Capital Management Los Angeles, California	$1.1M	-$213K	1	0.01%	Reduced
430	HIM Herald Investment Management London, United Kingdom	$1.08M	$0	1	0.37%	Maintained
431	LCM Legato Capital Management San Francisco, California	$1.07M	+$956K	2	0.46%	Increased
432	AIM Assured Investment Management New York	$1.07M	+$1M	1	0.02%	New
433	KBC Group Brussels, Belgium	$1.06M	-$103K	1	0.01%	Reduced
434	SM Southport Management Wilson, Wyoming	$1.05M	+$240K	1	2.83%	Increased
435	SAM Shell Asset Management The Hague, Netherlands	$1.05M	$0	2	0.02%	Maintained
436	Quantbot Technologies New York	$1.04M	+$883K	3	0.1%	Increased
437	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.03M	$0	2	0.44%	Maintained
438	William Blair & Company Chicago, Illinois	$1.02M	-$1.19M	2	0.01%	Reduced
439	TC Telemus Capital Southfield, Michigan	$1.02M	+$323K	2	0.1%	Increased
440	SIM Spark Investment Management New York	$1.02M	-$4.04M	1	0.06%	Reduced
441	GCM Glaxis Capital Management Sarasota, Florida	$1M	+$958K	1	1.96%	New
442	IP Isthmus Partners Madison, Wisconsin	$996K	-$60.7K	1	0.29%	Reduced
443	Eaton Vance Management Boston, Massachusetts	$973K	-$342K	2	0%	Reduced
444	SP Summit Partners Boston, Massachusetts	$971K	$0	1	0.71%	Maintained
445	TI Turner Investments Berwyn, Pennsylvania	$969K	+$391K	2	0.64%	Increased
446	Verition Fund Management Greenwich, Connecticut	$961K	-$286K	2	0.09%	Reduced
447	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$959K	+$31.8K	3	0.14%	Increased
448	Suntrust Banks Atlanta, Georgia	$959K	-$467K	3	0.01%	Reduced
449	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$956K	-$1.45M	2	0.14%	Reduced
450	ETrade Capital Management Arlington, Virginia	$953K	+$8.79K	1	0.04%	Increased