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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
176	AGF Investments Inc Toronto, Ontario, Canada	$3.75M	+$3.21M	1	0.04%	New
177	BlackRock Group London, United Kingdom	$3.74M	+$3.38M	4	0%	New
178	LSC Lesa Sroufe & Co Seattle, Washington	$3.72M	+$3.5M	1	2.15%	New
179	American Century Companies Kansas City, Missouri	$3.67M	+$3.14M	1	0%	New
180	Palisade Capital Management Fort Lee, New Jersey	$3.65M	+$3.28M	1	0.1%	New
181	Federated Hermes Pittsburgh, Pennsylvania	$3.54M	+$3.06M	2	0.01%	New
182	PFG Piershale Financial Group Barrington, Illinois	$3.46M	+$2.96M	2	6.67%	New
183	Arizona State Retirement System Phoenix, Arizona	$3.45M	+$3.13M	3	0.05%	New
184	Natixis Paris, France	$3.42M	+$3.22M	1	0.05%	New
185	HighTower Advisors Chicago, Illinois	$3.4M	+$3.2M	1	0.09%	New
186	QIM Quantitative Investment Management Charlottesville, Virginia	$3.38M	+$3.02M	3	0.59%	New
187	VOYA Investment Management Atlanta, Georgia	$3.34M	+$2.97M	4	0.01%	New
188	Massachusetts Financial Services Boston, Massachusetts	$3.26M	+$3.14M	1	0%	New
189	Two Sigma Advisers New York	$3.18M	+$3.11M	2	0.05%	New
190	Nuveen Charlotte, North Carolina	$3.11M	+$2.7M	3	0.02%	New
191	OA Oxbow Advisors Austin, Texas	$3M	+$2.82M	1	0.53%	New
192	Highbridge Capital Management New York	$2.98M	+$2.56M	1	0.03%	New
193	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.95M	+$2.75M	2	0.01%	New
194	SIC SFE Investment Counsel Los Angeles, California	$2.91M	+$2.74M	1	1.5%	New
195	QS Batterymarch Financial Management New York	$2.87M	+$2.46M	1	0.06%	New
196	City National Bank Beverly Hills, Delaware	$2.81M	+$2.45M	2	0.05%	New
197	Granahan Investment Management Waltham, Massachusetts	$2.77M	+$2.79M	1	0.08%	New
198	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.71M	+$2.32M	1	0.25%	New
199	Aviva London, United Kingdom	$2.68M	+$2.52M	1	0.03%	New
200	Los Angeles Capital Management Los Angeles, California	$2.6M	+$2.22M	2	0.04%	New