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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	PPCM Pillar Pacific Capital Management Pacifica, California	$650K	$0	2	0.1%	Maintained
452	SW SVB Wealth Boston, Massachusetts	$647K	+$686	2	0.03%	Increased
453	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$641K	-$1.91M	3	0%	Reduced
454	Asset Management One Tokyo, Japan	$640K	-$468K	1	0.01%	Reduced
455	RIM Regent Investment Management Louisville, Kentucky	$638K	+$46.4K	1	0.33%	Increased
456	BlackRock Japan Tokyo, Japan	$620K	+$47.3K	2	0%	Increased
457	Hillsdale Investment Management Toronto, Ontario, Canada	$606K	+$477K	1	0.16%	New
458	Quantbot Technologies New York	$592K	-$912K	3	0.07%	Reduced
459	Trexquant Investment Stamford, Connecticut	$590K	-$3.19M	2	0.13%	Reduced
460	PineBridge Investments New York	$577K	+$35.6K	3	0.03%	Increased
461	HCM Huber Capital Management El Segundo, California	$567K	+$493K	1	0.02%	New
462	CL Croft-Leominster Baltimore, Maryland	$563K	$0	1	0.14%	Maintained
463	IA Icon Advisers Greenwood Village, Colorado	$555K	+$513K	1	0.04%	New
464	Sessa Capital New York	$551K	+$590K	1	0.12%	New
465	William Blair & Company Chicago, Illinois	$547K	-$22.4K	3	0%	Reduced
466	UFF USA Financial Formulas Ada, Michigan	$545K	-$299K	1	0.14%	Reduced
467	Gateway Investment Advisers Cincinnati, Ohio	$541K	$0	1	0%	Maintained
468	WC Wexford Capital West Palm Beach, Florida	$533K	+$372K	1	0.09%	New
469	BPM Bowling Portfolio Management Cincinnati, Ohio	$528K	+$459K	1	0.07%	New
470	Advisor Group Phoenix, Arizona	$527K	-$83.1K	7	0.01%	Reduced
471	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$518K	+$30.5K	1	0.01%	Increased
472	CIM CIM Investment Management Pittsburgh, Pennsylvania	$509K	+$429K	2	0.19%	Increased
473	TSS Two Sigma Securities New York	$508K	-$18.4K	1	0.17%	Reduced
474	LSCM LaSalle Street Capital Management Chicago, Illinois	$506K	-$140K	2	0.47%	Reduced
475	Cambridge Investment Research Advisors Fairfield, Iowa	$495K	+$379K	2	0.01%	Increased