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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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$808K	+$30.6K	6	0.05%	Increased
427	Quadrature Capital London, United Kingdom	$802K	+$603K	1	0.07%	Increased
428	PCM Piermont Capital Management St. Louis, Missouri	$797K	-$25.9K	1	0.26%	Reduced
429	EULAV Asset Management Sarasota, Florida	$796K	$0	2	0.04%	Maintained
430	Gateway Investment Advisers Cincinnati, Ohio	$789K	$0	2	0.01%	Maintained
431	Wedge Capital Management Charlotte, North Carolina	$788K	+$64.7K	1	0.01%	Increased
432	SRAM Stone Ridge Asset Management New York	$777K	+$825K	4	0.05%	New
433	Zurich Cantonal Bank Zurich, Switzerland	$773K	+$242K	7	0.01%	Increased
434	CIM CIM Investment Management Pittsburgh, Pennsylvania	$765K	+$147K	3	0.26%	Increased
435	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$753K	-$23.2K	1	0.02%	Reduced
436	CC Cipher Capital New York	$750K	-$135K	1	0.06%	Reduced
437	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$746K	-$185K	2	0.12%	Reduced
438	SEC Seven Eight Capital New York	$741K	+$488K	1	0.08%	Increased
439	New Mexico Educational Retirement Board Santa Fe, New Mexico	$735K	+$744K	1	0.03%	New
440	Greenleaf Trust Kalamazoo, Michigan	$730K	-$1.48K	2	0.01%	Reduced
441	CL CSS LLC Chicago, Illinois	$720K	+$292K	1	0.04%	Increased
442	Meiji Yasuda Life Insurance Tokyo, Japan	$716K	$0	1	0.1%	Maintained
443	Shelton Capital Management Denver, Colorado	$712K	$0	3	0.05%	Maintained
444	CM Crestline Management Fort Worth, Texas	$706K	+$805K	1	0.07%	New
445	Xact Kapitalforvaltning Stockholm, Sweden	$701K	+$773K	3	0.02%	New
446	Laurion Capital Management New York	$690K	-$1.14M	1	0%	Reduced
447	VFA Virtus Fund Advisers Hartford, Connecticut	$686K	-$55.7K	1	0.01%	Reduced
448	RIM Regent Investment Management Louisville, Kentucky	$676K	-$103K	1	0.22%	Reduced
449	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$668K	-$180K	1	0.09%	Reduced
450	TAM Tyers Asset Management Austin, Texas	$668K	+$124K	5	0.02%	Increased