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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
251	Stifel Nicolaus & Co St Louis, Missouri	$1.48M	+$1.4M	1	0.03%	New
252	VDBMI Van Den Berg Management I Austin, Texas	$1.47M	+$1.49M	1	0.13%	New
253	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.47M	+$1.3M	3	0.02%	New
254	GCP GSA Capital Partners London, United Kingdom	$1.42M	+$1.19M	3	0.17%	New
255	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.42M	+$1.24M	2	0.06%	New
256	PP Patten & Patten Chattanooga, Tennessee	$1.4M	+$1.31M	1	0.23%	New
257	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.38M	+$1.39M	1	0.45%	New
258	Cullen/Frost Bankers San Antonio, Texas	$1.35M	+$1.28M	1	0.07%	New
259	Global X Management Company New York	$1.35M	+$1.27M	1	0.22%	New
260	MUFG Americas New York	$1.32M	+$1.16M	3	0.03%	New
261	CIBC World Market Toronto, Ontario, Canada	$1.31M	+$1.23M	1	0.01%	New
262	SFP Santa Fe Partners Santa Fe, New Mexico	$1.29M	+$1.1M	2	0.26%	New
263	Suntrust Banks Atlanta, Georgia	$1.26M	+$1.16M	4	0.01%	New
264	FSA Franklin Street Advisors Chapel Hill, North Carolina	$1.23M	+$1.05M	1	0.3%	New
265	GC Globeflex Capital San Diego, California	$1.19M	+$1.1M	2	0.16%	New
266	Diversified Trust Memphis, Tennessee	$1.19M	+$991K	1	0.14%	New
267	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.18M	+$1.07M	3	0.01%	New
268	ZCM Ziegler Capital Management Chicago, Illinois	$1.16M	+$1.01M	2	0.12%	New
269	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.15M	+$980K	2	0.26%	New
270	SRC Shufro Rose & Co New York	$1.07M	+$792K	1	0.13%	New
271	Gotham Asset Management New York	$1.06M	+$1.04M	2	0.05%	New
272	Jane Street New York	$1.03M	+$931K	4	0.02%	New
273	Profund Advisors Bethesda, Maryland	$1.02M	+$937K	4	0.07%	New
274	Whittier Trust South Pasadena, California	$1.01M	+$862K	2	0.06%	New
275	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$985K	+$885K	1	0.86%	New