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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	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.51M	-$1M	1	0.14%	Reduced
427	XTX Topco George Town, Cayman Islands	$1.49M	+$562K	4	0.26%	Increased
428	RCM Ratan Capital Management Miami Beach, Florida	$1.48M	+$1.34M	1	1.12%	New
429	Nishkama Capital LLC Dorado, Puerto Rico	$1.47M	+$1.66M	1	0.48%	New
430	FC FORA Capital Miami, Florida	$1.45M	+$1.7M	3	0.13%	New
431	RAM Redmond Asset Management Henrico, Virginia	$1.45M	+$821	1	0.52%	Increased
432	Tower Research Capital (TRC) New York	$1.43M	-$486K	12	0.04%	Reduced
433	Advisory Services Network Atlanta, Georgia	$1.42M	+$630K	3	0.04%	Increased
434	Utah Retirement Systems Salt Lake City, Utah	$1.42M	-$206K	2	0.02%	Reduced
435	Gateway Investment Advisers Cincinnati, Ohio	$1.41M	$0	2	0.02%	Maintained
436	UMB Bank Kansas City, Missouri	$1.4M	+$10.6K	3	0.02%	Increased
437	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.38M	$0	1	0.01%	Maintained
438	Virginia Retirement Systems Richmond, Virginia	$1.37M	+$463K	2	0.01%	Increased
439	Fifth Third Bancorp Cincinnati, Ohio	$1.37M	+$308K	7	0.01%	Increased
440	Bahl & Gaynor Cincinnati, Ohio	$1.35M	-$7.19K	2	0.01%	Reduced
441	Cambridge Investment Research Advisors Fairfield, Iowa	$1.35M	-$73.2K	3	0.01%	Reduced
442	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.35M	+$102K	1	0.71%	Increased
443	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.35M	-$4.46M	1	0.3%	Reduced
444	AIM Aigen Investment Management New York	$1.34M	-$62.1K	4	0.25%	Reduced
445	Graham Capital Management Rowayton, Connecticut	$1.34M	-$1.66M	2	0.03%	Reduced
446	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.33M	$0	1	0.07%	Maintained
447	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.33M	-$2.09M	1	0.02%	Reduced
448	Maryland State Retirement & Pension System Baltimore, Maryland	$1.32M	-$16.1K	4	0.03%	Reduced
449	SAM Shell Asset Management The Hague, Netherlands	$1.32M	+$227K	3	0.05%	Increased
450	CHM Collaborative Holdings Management New York	$1.32M	-$2.11M	1	1.94%	Reduced