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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	MUFG Securities EMEA London, United Kingdom	$751K	-$751K	1	0.01%	Reduced
452	FQ First Quadrant Glendale, California	$747K	+$403K	2	0.02%	Increased
453	CI Cigna Investments Bloomfield, Connecticut	$744K	+$667K	1	0.06%	New
454	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$741K	-$21.9K	1	0.13%	Reduced
455	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$735K	+$349K	1	0.01%	Increased
456	Panagora Asset Management Boston, Massachusetts	$735K	$0	3	0%	Maintained
457	HCA Harbour Capital Advisors Tysons Corner, Virginia	$733K	+$17K	1	0.3%	Increased
458	Stock Yards Bank & Trust Louisville, Kentucky	$731K	$0	1	0.07%	Maintained
459	CAM Claret Asset Management Montreal, Quebec, Canada	$702K	-$16.2K	1	0.14%	Reduced
460	Curi RMB Capital Chicago, Illinois	$702K	+$827	1	0.02%	Increased
461	TCM Teza Capital Management Chicago, Illinois	$699K	-$149K	1	0.16%	Reduced
462	VIM Vista Investment Management Pittsburgh, Pennsylvania	$689K	+$13.6K	1	0.61%	Increased
463	SSG Summit Securities Group New York	$685K	-$1.11K	1	0.25%	Reduced
464	ING Group Amsterdam, Netherlands	$681K	+$611K	1	0.01%	New
465	Janus Henderson Group London,	$680K	+$143K	2	0%	Increased
466	BRWM B. Riley Wealth Management Memphis, Tennessee	$679K	+$678K	1	0.17%	New
467	CL CPWM LLC Seattle, Washington	$677K	+$6.86K	2	0.1%	Increased
468	EMG Ellington Management Group Old Greenwich, Connecticut	$664K	-$218K	2	0.18%	Reduced
469	Magnetar Financial Evanston, Illinois	$664K	+$596K	1	0.01%	New
470	SAM Shell Asset Management The Hague, Netherlands	$664K	$0	1	0.01%	Maintained
471	Tower Research Capital (TRC) New York	$659K	+$228K	8	0.05%	Increased
472	DC Diametric Capital Boston, Massachusetts	$622K	+$558K	1	0.54%	New
473	Cullen/Frost Bankers San Antonio, Texas	$611K	-$328K	1	0.02%	Reduced
474	SCM Suffolk Capital Management New York	$604K	-$263K	1	0.09%	Reduced
475	CMANY Capital Management Associates (New York) New York	$594K	-$463K	1	0.74%	Reduced