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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
201	Cubist Systematic Strategies Stamford, Connecticut	$3.82M	+$1.99M	5	0.23%	Increased
202	Scout Investments Kansas City, Missouri	$3.79M	+$273K	2	0.05%	Increased
203	Wasatch Advisors Salt Lake City, Utah	$3.77M	-$936K	1	0.04%	Reduced
204	Retirement Systems of Alabama Montgomery, Alabama	$3.75M	+$89.1K	2	0.02%	Increased
205	HighTower Advisors Chicago, Illinois	$3.75M	-$67.7K	1	0.06%	Reduced
206	KLWA Kelly Lawrence W & Associates Pasadens, California	$3.66M	+$264K	1	0.78%	Increased
207	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.64M	-$99.6K	1	0.71%	Reduced
208	TI Turner Investments Berwyn, Pennsylvania	$3.58M	-$963K	2	0.21%	Reduced
209	ProShare Advisors Bethesda, Maryland	$3.46M	-$332K	4	0.05%	Reduced
210	Stifel Financial St. Louis, Missouri	$3.45M	-$116K	3	0.03%	Reduced
211	EI EAM Investors Solana Beach, California	$3.44M	+$906K	2	0.7%	Increased
212	WSA Wall Street Associates Lajolla, California	$3.43M	-$5.07M	2	0.35%	Reduced
213	Jefferies Group New York	$3.42M	-$6.87M	3	0.02%	Reduced
214	MHP Manatuck Hill Partners Westport, Connecticut	$3.38M	$0	1	0.78%	Maintained
215	Marshall Wace London, United Kingdom	$3.36M	+$1.2M	1	0.05%	Increased
216	SG Americas Securities New York	$3.34M	-$2.06M	3	0.02%	Reduced
217	Global X Management Company New York	$3.32M	-$47.1K	1	0.18%	Reduced
218	Raymond James & Associates St Petersburg, Florida	$3.23M	+$1.9M	3	0.02%	Increased
219	TPSF Texas Permanent School Fund Austin, Texas	$3.19M	-$450K	3	0.04%	Reduced
220	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.16M	-$278K	2	0.02%	Reduced
221	Bank of Montreal Toronto, Ontario, Canada	$3.04M	-$608K	4	0%	Reduced
222	BA Bard Associates Chicago, Illinois	$3.04M	-$11.3K	1	1.42%	Reduced
223	AHL Partners London, United Kingdom	$3.04M	+$3.31M	1	0.24%	New
224	SI Sprott Inc Toronto, Ontario, Canada	$3.01M	+$2.12M	1	0.16%	Increased
225	SWM Segment Wealth Management Houston, Texas	$2.87M	-$222K	1	1.09%	Reduced