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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	Quantbot Technologies New York	$511K	+$332K	4	0.04%	Increased
502	AAM Aureus Asset Management Boston, Massachusetts	$508K	$0	1	0.06%	Maintained
503	CC Cipher Capital New York	$508K	+$434K	2	0.1%	Increased
504	SAM Seelaus Asset Management Chatham, New Jersey	$492K	$0	1	0.41%	Maintained
505	ACI AMP Capital Investors Sydney, Australia	$490K	-$835K	1	0%	Reduced
506	Lincoln National Corp Radnor, Pennsylvania	$490K	+$440K	1	0.02%	New
507	VI Versor Investments New York	$490K	+$440K	1	0.18%	New
508	RAM Redmond Asset Management Henrico, Virginia	$484K	-$1.22K	1	0.19%	Reduced
509	P8IP Pier 88 Investment Partners San Francisco, California	$483K	-$681K	1	0.21%	Reduced
510	ANI American National Insurance Galveston, Texas	$481K	$0	1	0.02%	Maintained
511	MNBTD Moody National Bank Trust Division Galveston, Texas	$481K	+$479K	1	0.01%	New
512	TSS Two Sigma Securities New York	$480K	-$11.3K	1	0%	Reduced
513	SCM SOL Capital Management Rockville, Maryland	$479K	-$16.7K	1	0.13%	Reduced
514	BLAM Bourne Lent Asset Management Pawling, New York	$475K	-$19.6K	1	0.23%	Reduced
515	NA Neuburgh Advisers Los Angeles, California	$471K	+$120K	2	0.02%	Increased
516	Walleye Capital New York	$461K	+$495K	2	0.22%	New
517	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$459K	+$412K	1	0%	New
518	TMC Trellus Management Company Delray Beach, Florida	$446K	+$444K	1	0.65%	New
519	Laird Norton Wetherby Wealth Management San Francisco, California	$444K	-$41K	1	0.05%	Reduced
520	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$436K	-$3K	1	0.01%	Reduced
521	SCA Secor Capital Advisors New York	$433K	+$504K	1	0.05%	New
522	MAM Meeder Asset Management Dublin, Ohio	$431K	-$757K	1	0.03%	Reduced
523	II Ibex Investors Denver, Colorado	$425K	-$16.7K	2	0.24%	Reduced
524	MAI Capital Management Independence, Ohio	$417K	-$9.17K	1	0.02%	Reduced
525	SP Summit Partners Boston, Massachusetts	$417K	$0	1	0.06%	Maintained