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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
501	Capital Fund Management (CFM) Paris, France	$523K	-$1.02M	1	0%	Reduced
502	Glenmede Trust Philadelphia, Pennsylvania	$522K	-$14.3M	8	0%	Reduced
503	VFA Virtus Fund Advisers Hartford, Connecticut	$520K	+$308K	1	0%	Increased
504	Commerce Bank Kansas City, Missouri	$516K	-$8.18K	1	0.01%	Reduced
505	TI Turner Investments Berwyn, Pennsylvania	$513K	-$317K	2	0.33%	Reduced
506	BRF B. Riley Financial Los Angeles, California	$501K	+$117K	1	0.25%	Increased
507	BCM Bluefin Capital Management New York	$490K	+$509K	1	0.06%	New
508	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$487K	+$74	1	0.01%	Increased
509	Cambridge Investment Research Advisors Fairfield, Iowa	$483K	+$339K	2	0.01%	Increased
510	LCM Landscape Capital Management Englewood, New Jersey	$481K	$0	1	0.05%	Maintained
511	Baker Avenue Asset Management San Francisco, California	$480K	-$59.4K	1	0.06%	Reduced
512	CM Crestline Management Fort Worth, Texas	$469K	+$472K	2	0.09%	New
513	HSBC Holdings London, United Kingdom	$459K	-$1.88M	2	0%	Reduced
514	Soros Fund Management New York	$458K	+$530K	1	0.01%	New
515	HC Henshaw Capital Woburn, Massachusetts	$456K	$0	1	0.05%	Maintained
516	Numeric Investors Boston, Massachusetts	$454K	-$3.72M	1	0%	Reduced
517	Magnetar Financial Evanston, Illinois	$451K	+$472K	1	0.01%	New
518	Zurich Cantonal Bank Zurich, Switzerland	$445K	+$103K	6	0%	Increased
519	FIM Fernwood Investment Management Quincy, Massachusetts	$440K	$0	1	0.35%	Maintained
520	Ancora Advisors Cleveland, Ohio	$437K	+$454K	1	0.03%	Increased
521	MC Miles Capital West Des Moines, Iowa	$429K	+$883	2	0.24%	Increased
522	SAM Securian Asset Management St Paul, Minnesota	$427K	+$18.8K	1	0.01%	Increased
523	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$421K	+$13.3K	1	0.05%	Increased
524	Pacer Advisors Malvern, Pennsylvania	$420K	+$63.5K	2	0.05%	Increased
525	IR Invictus RG Hamilton, Bermuda	$418K	-$172K	3	0.28%	Reduced