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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	Orion Portfolio Solutions Omaha, Nebraska	$4.73M	-$621K	5	0.05%	Reduced
427	MIC Maxi Investments CY Limassol, Cyprus	$4.72M	+$3.05M	3	0.91%	Increased
428	ONGA O'Neil Global Advisors Los Angeles, California	$4.7M	+$3.48M	1	1.37%	New
429	Steward Partners Investment Advisory New York	$4.7M	+$3.22M	7	0.04%	Increased
430	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.68M	-$6.9M	2	0.87%	Reduced
431	CCM Cinctive Capital Management New York	$4.67M	-$7.62M	2	0.24%	Reduced
432	GCP GSA Capital Partners London, United Kingdom	$4.66M	-$3.7M	4	0.34%	Reduced
433	AGAM Avalon Global Asset Management San Francisco, California	$4.64M	-$1.89M	1	1.11%	Reduced
434	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.61M	$0	3	0.56%	Maintained
435	State of Alaska Department of Revenue Juneau, Alaska	$4.58M	-$47.9K	4	0.05%	Reduced
436	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$4.57M	-$642K	1	0.03%	Reduced
437	Illinois Municipal Retirement Fund Oak Brook, Illinois	$4.55M	$0	2	0.06%	Maintained
438	NRD Nebula Research & Development New York	$4.51M	+$39K	4	0.53%	Increased
439	JSC Jackson Square Capital San Francisco, California	$4.47M	-$1.84M	1	1.08%	Reduced
440	Simplex Trading Chicago, Illinois	$4.36M	-$3.95M	5	0%	Reduced
441	Janney Montgomery Scott Philadelphia, Pennsylvania	$4.33M	+$173K	5	0.01%	Increased
442	PA Paralel Advisors Denver, Colorado	$4.32M	+$332K	1	0.18%	Increased
443	HJIM Henry James International Management New York	$4.31M	-$8.11K	1	1.55%	Reduced
444	Crossmark Global Holdings Houston, Texas	$4.3M	+$100K	5	0.08%	Increased
445	BPIM Brant Point Investment Management New York	$4.26M	+$3.5M	1	0.53%	Increased
446	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.23M	+$600K	2	0.01%	Increased
447	MAM Melqart Asset Management London, United Kingdom	$4.23M	-$3.58M	1	0.51%	Reduced
448	GDCM Galaxy Digital Capital Management New York	$4.21M	+$4.45M	1	2.42%	New
449	Savant Capital Rockford, Illinois	$4.12M	-$61.4K	2	0.03%	Reduced
450	Mercer Global Advisors Denver, Colorado	$4.12M	+$438K	4	0.01%	Increased