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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	Profund Advisors Bethesda, Maryland	$1.81M	-$429K	3	0.11%	Reduced
427	Putnam Investments Boston, Massachusetts	$1.81M	+$1.18M	2	0%	Increased
428	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.79M	$0	1	0.68%	Maintained
429	TSS Two Sigma Securities New York	$1.79M	+$34.8K	4	0.04%	Increased
430	Bahl & Gaynor Cincinnati, Ohio	$1.78M	-$25.1K	2	0.01%	Reduced
431	TCM Teza Capital Management Chicago, Illinois	$1.77M	+$625K	3	0.38%	Increased
432	MI MMCAP International Grand Cayman, Cayman Islands	$1.77M	+$1.94M	1	0.35%	New
433	M&T Bank Buffalo, New York	$1.76M	-$83.9K	3	0.01%	Reduced
434	Marex Group London,	$1.75M	-$4.55M	1	0.23%	Reduced
435	Creative Planning Overland Park, Kansas	$1.75M	+$493K	5	0%	Increased
436	Maryland State Retirement & Pension System Baltimore, Maryland	$1.75M	-$11.6K	4	0.04%	Reduced
437	Cetera Investment Advisers Schaumburg, Illinois	$1.74M	-$83.8K	3	0.02%	Reduced
438	XTX Topco George Town, Cayman Islands	$1.73M	-$474K	6	0.36%	Reduced
439	Cambridge Investment Research Advisors Fairfield, Iowa	$1.7M	-$553K	4	0.01%	Reduced
440	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.7M	$0	1	0.39%	Maintained
441	EIM Essex Investment Management Boston, Massachusetts	$1.7M	+$1.25M	2	0.25%	Increased
442	RAM Redmond Asset Management Henrico, Virginia	$1.69M	$0	1	0.58%	Maintained
443	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.68M	+$14.3K	1	0.16%	Increased
444	Acadian Asset Management Boston, Massachusetts	$1.67M	-$3.59M	2	0.01%	Reduced
445	SAM Shell Asset Management The Hague, Netherlands	$1.67M	+$48.9K	3	0.07%	Increased
446	Burney Company Reston, Virginia	$1.62M	+$291K	1	0.08%	Increased
447	Utah Retirement Systems Salt Lake City, Utah	$1.62M	$0	2	0.02%	Maintained
448	UMB Bank Kansas City, Missouri	$1.61M	+$15.3K	4	0.03%	Increased
449	Gateway Investment Advisers Cincinnati, Ohio	$1.59M	+$46.6K	2	0.02%	Increased
450	PA Paralel Advisors Denver, Colorado	$1.57M	+$39.3K	1	0.09%	Increased