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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	DIA Dean Investment Associates Beavercreek, Ohio	$5.46M	+$3.33M	1	0.83%	Increased
227	FG Formula Growth Montreal, Quebec, Canada	$5.44M	+$2.51M	1	0.71%	Increased
228	SG Swarthmore Group Philadelphia, Pennsylvania	$5.4M	+$5.47M	1	1.15%	New
229	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.35M	-$208K	1	0.24%	Reduced
230	JGUA John G. Ullman & Associates Corning, New York	$5.32M	-$102K	2	1.06%	Reduced
231	Jane Street New York	$5.27M	-$17.4K	5	0.02%	Reduced
232	GIPM G2 Investment Partners Management New York	$5.24M	-$1.67M	2	2.02%	Reduced
233	UBS O'Connor Chicago, Illinois	$5.23M	+$2.64M	2	0.09%	Increased
234	Bank of Montreal Toronto, Ontario, Canada	$5.21M	-$9.4M	9	0%	Reduced
235	MPM Meritage Portfolio Management Overland Park, Kansas	$5.18M	+$6.04M	1	0.5%	New
236	Commonwealth Equity Services Waltham, Massachusetts	$5.13M	+$180K	4	0.03%	Increased
237	Zacks Investment Management Chicago, Illinois	$5.06M	-$3.46M	1	0.11%	Reduced
238	Crossmark Global Holdings Houston, Texas	$4.87M	+$201K	5	0.12%	Increased
239	Old Mission Capital Chicago, Illinois	$4.86M	-$4.56M	1	0.31%	Reduced
240	ACB Aristotle Capital Boston Boston, Massachusetts	$4.82M	+$2.27M	1	0.35%	Increased
241	MLICM Metropolitan Life Insurance Company (MetLife) New York	$4.79M	-$6.02M	7	0.06%	Reduced
242	TCM Tieton Capital Management Yakima, Washington	$4.71M	-$262K	1	4.04%	Reduced
243	Carson Wealth (CWM LLC) Omaha, Nebraska	$4.7M	+$385K	5	0.21%	Increased
244	DCM Daruma Capital Management New York	$4.68M	-$611K	1	0.29%	Reduced
245	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.58M	$0	4	0.03%	Maintained
246	Envestnet Asset Management Chicago, Illinois	$4.54M	-$1.57M	6	0.01%	Reduced
247	QS Investors New York	$4.43M	-$264K	3	0.04%	Reduced
248	Teacher Retirement System of Texas Austin, Texas	$4.27M	+$3.97M	7	0.03%	Increased
249	RCM Raging Capital Management Rocky Hill, New Jersey	$4.25M	+$4.95M	1	0.58%	New
250	MFAM Motley Fool Asset Management Alexandria, Virginia	$4.18M	$0	1	0.9%	Maintained