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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
226	Los Angeles Capital Management Los Angeles, California	$2.84M	-$744K	2	0.03%	Reduced
227	SCM Sigma Capital Management Stamford, Connecticut	$2.76M	+$526K	1	0.15%	Increased
228	Bank of Montreal Toronto, Ontario, Canada	$2.74M	+$304K	5	0%	Increased
229	LAM Lapides Asset Management Greenwich, Connecticut	$2.72M	$0	1	0.37%	Maintained
230	TBAM True Bearing Asset Management San Francisco, California	$2.65M	$0	1	1.26%	Maintained
231	CAM Capstone Asset Management Houston, Texas	$2.59M	-$644K	3	0.08%	Reduced
232	Anchor Capital Advisors Boston, Massachusetts	$2.59M	-$950K	1	0.05%	Reduced
233	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.58M	-$228K	5	0%	Reduced
234	CAM Cortina Asset Management Milwaukee, Wisconsin	$2.56M	-$484K	1	0.09%	Reduced
235	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.51M	+$2.33M	1	0.77%	New
236	Putnam Investments Boston, Massachusetts	$2.47M	-$36.9K	1	0.01%	Reduced
237	Bahl & Gaynor Cincinnati, Ohio	$2.46M	+$91.8K	1	0.04%	Increased
238	ACM Argent Capital Management St Louis, Missouri	$2.43M	-$659K	1	0.14%	Reduced
239	Sterling Capital Management Charlotte, North Carolina	$2.42M	+$2.34M	1	0.02%	New
240	LOM Loeb Offshore Management New York	$2.4M	-$3.78M	1	0.66%	Reduced
241	Mutual of America Capital Management New York	$2.38M	-$21K	2	0.06%	Reduced
242	WAM World Asset Management Detroit, Michigan	$2.36M	-$614K	2	0.07%	Reduced
243	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.33M	+$32.4K	1	0.01%	Increased
244	GCP GSA Capital Partners London, United Kingdom	$2.32M	-$167K	4	0.18%	Reduced
245	Advisors Asset Management Monument, Colorado	$2.31M	-$621K	3	0.04%	Reduced
246	Eagle Asset Management St Petersburg, Florida	$2.28M	-$259K	1	0.01%	Reduced
247	SAM Symphony Asset Management San Francisco, California	$2.26M	+$2.25M	1	0.17%	New
248	Granahan Investment Management Waltham, Massachusetts	$2.25M	-$417K	1	0.06%	Reduced
249	OA Oxbow Advisors Austin, Texas	$2.24M	-$883K	1	0.32%	Reduced
250	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.24M	-$232K	2	1.11%	Reduced