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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	MC Maplelane Capital New York	$2.73M	+$944K	1	0.1%	Increased
452	WAM WealthTrust Asset Management Destin, Florida	$2.72M	+$2.18M	1	1.81%	New
453	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.71M	-$6.79K	1	2.17%	Reduced
454	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.69M	+$867K	3	0.08%	Increased
455	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.66M	-$1.91M	3	0.24%	Reduced
456	Mercer Global Advisors Denver, Colorado	$2.65M	+$346K	7	0.02%	Increased
457	HCM Horrell Capital Management Little Rock, Arkansas	$2.64M	$0	1	0.84%	Maintained
458	ACM ACT Capital Management Wayne, Pennsylvania	$2.62M	+$2.33M	1	1.9%	New
459	Old Mission Capital Chicago, Illinois	$2.6M	+$2.4M	1	0.11%	New
460	AAM Azzad Asset Management Falls Church, Virginia	$2.58M	-$15.1K	2	0.35%	Reduced
461	Advisors Asset Management Monument, Colorado	$2.57M	-$628K	4	0.04%	Reduced
462	LSC Lesa Sroufe & Co Seattle, Washington	$2.57M	+$70.7K	1	2.58%	Increased
463	Utah Retirement Systems Salt Lake City, Utah	$2.55M	-$2.94K	2	0.03%	Reduced
464	SC Shay Capital New York	$2.54M	-$2.79M	3	0.42%	Reduced
465	KM Kalos Management Alpharetta, Georgia	$2.54M	+$193K	1	0.69%	Increased
466	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.54M	$0	2	0.17%	Maintained
467	Tower Research Capital (TRC) New York	$2.52M	+$658K	11	0.04%	Increased
468	MSAM Moloney Securities Asset Management Manchester, Missouri	$2.51M	+$48.2K	1	0.43%	Increased
469	SM Sciencast Management Princeton, New Jersey	$2.47M	+$2.09M	3	0.44%	New
470	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.45M	-$2.22M	4	0.01%	Reduced
471	PCM Princeton Capital Management Red Bank, New Jersey	$2.44M	-$40.2K	3	0.7%	Reduced
472	Stonehage Fleming Financial Services St. Helier, Jersey	$2.44M	$0	3	0.07%	Maintained
473	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.44M	+$1.11M	1	0%	Increased
474	MFS Mirabella Financial Services London, United Kingdom	$2.44M	+$2.16M	1	0.25%	New
475	SAM Shell Asset Management The Hague, Netherlands	$2.44M	+$8.09K	3	0.05%	Increased