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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
451	WIA Westbourne Investment Advisors Annapolis, Maryland	$438K	+$486K	1	0.42%	New
452	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$434K	-$77.1K	1	0.23%	Reduced
453	CL Croft-Leominster Baltimore, Maryland	$431K	$0	1	0.09%	Maintained
454	Robeco Institutional Asset Management Rotterdam, Netherlands	$429K	$0	1	0%	Maintained
455	ZCM Zebra Capital Management Stamford, Connecticut	$429K	+$417K	1	0.24%	New
456	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$427K	+$16.8K	3	0.25%	Increased
457	FIM Freedom Investment Management Hartford, Connecticut	$421K	+$333K	2	0.03%	Increased
458	LA Lucus Advisors New York	$418K	+$464K	1	0.25%	New
459	HSBC Holdings London, United Kingdom	$414K	+$8.52K	2	0%	Increased
460	Engineers Gate Manager New York	$396K	-$6.06M	1	0.03%	Reduced
461	PineBridge Investments New York	$385K	+$11K	3	0.02%	Increased
462	Aviva London, United Kingdom	$374K	+$416K	1	0%	New
463	SCA Secor Capital Advisors New York	$370K	-$403K	1	0.1%	Reduced
464	TH Timber Hill Greenwich, Connecticut	$364K	-$754K	1	0%	Reduced
465	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$363K	+$352K	3	0.33%	New
466	GH GAM Holding Zurich, Switzerland	$361K	$0	2	0.01%	Maintained
467	Quadrature Capital London, United Kingdom	$356K	+$362K	1	0.05%	New
468	AC Amici Capital New York	$355K	+$361K	1	0.02%	New
469	Los Angeles Capital Management Los Angeles, California	$355K	$0	1	0%	Maintained
470	RHBC R.H. Bluestein & Co Birmingham, Michigan	$351K	$0	1	0.02%	Maintained
471	CC Curian Capital Denver, Colorado	$350K	-$675K	1	0.03%	Reduced
472	SAM Securian Asset Management St Paul, Minnesota	$344K	-$23.8K	1	0.01%	Reduced
473	FBC Fairfield, Bush & Co Darien, Connecticut	$343K	-$21.4K	1	0.12%	Reduced
474	MC Montag & Caldwell Atlanta, Georgia	$337K	+$286K	1	0.01%	New
475	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$327K	+$354K	1	0%	New