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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	UBS O'Connor Chicago, Illinois	$2.25M	-$1.26M	1	0.06%	Reduced
427	FF Friedenthal Financial Marlton, New Jersey	$2.24M	+$2.21M	3	1.38%	New
428	HIM Herald Investment Management London, United Kingdom	$2.17M	$0	1	0.35%	Maintained
429	Kestra Advisory Services Austin, Texas	$2.13M	+$95.2K	5	0.01%	Increased
430	CAM Cubic Asset Management Boston, Massachusetts	$2.12M	-$20.8K	1	0.5%	Reduced
431	Kovitz Investment Group Partners Chicago, Illinois	$2.11M	+$259K	1	0.03%	Increased
432	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$2.1M	-$241K	1	0.17%	Reduced
433	Profund Advisors Bethesda, Maryland	$2.05M	+$112K	4	0.08%	Increased
434	CCM Cinctive Capital Management New York	$2.02M	-$375K	2	0.09%	Reduced
435	AGF Management Toronto, Ontario, Canada	$2.01M	-$1.14M	1	0.01%	Reduced
436	MML Investors Services Springfield, Massachusetts	$2M	-$50.8K	4	0.01%	Reduced
437	AE AMH Equity Great Neck, New York	$1.99M	+$1.66M	1	1.95%	New
438	Nissay Asset Management Tokyo, Japan	$1.98M	+$873K	2	0.01%	Increased
439	Vanguard Personalized Indexing Management Oakland, California	$1.97M	-$509K	4	0.04%	Reduced
440	SPA Sherbrooke Park Advisers White Plains, New York	$1.97M	+$997K	2	0.38%	Increased
441	Vestcor Inc Fredericton, New Brunswick, Canada	$1.95M	+$2.09M	2	0.07%	New
442	AE Wealth Management Topeka, Kansas	$1.95M	-$5.66M	1	0.02%	Reduced
443	SAM Securian Asset Management St Paul, Minnesota	$1.93M	-$64K	4	0.06%	Reduced
444	XTX Topco George Town, Cayman Islands	$1.92M	+$906K	4	0.26%	Increased
445	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.91M	+$2.04M	1	0.02%	New
446	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$1.87M	+$1.74M	4	0.23%	New
447	Illinois Municipal Retirement Fund Oak Brook, Illinois	$1.87M	+$979K	2	0.03%	Increased
448	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.85M	$0	1	0.15%	Maintained
449	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.84M	-$1.62M	1	0.13%	Reduced
450	WIM Westside Investment Management Santa Monica, California	$1.82M	-$632K	3	0.44%	Reduced