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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	Baird Financial Group Milwaukee, Wisconsin	$3.19M	+$3.14M	2	0.03%	New
252	HighTower Advisors Chicago, Illinois	$3.05M	-$382K	2	0.05%	Reduced
253	SIM Spark Investment Management New York	$3.04M	+$1.4M	2	0.43%	Increased
254	Bahl & Gaynor Cincinnati, Ohio	$3.04M	-$347K	1	0.04%	Reduced
255	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.04M	+$1.12M	1	0.35%	Increased
256	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.03M	-$3.27M	1	0.29%	Reduced
257	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.97M	+$2.87M	1	0.19%	New
258	Frontier Capital Management Boston, Massachusetts	$2.9M	+$8.97K	1	0.02%	Increased
259	PCM Piermont Capital Management St. Louis, Missouri	$2.88M	+$2.83M	1	0.87%	New
260	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.87M	-$644K	2	0.02%	Reduced
261	Group One Trading Chicago, Illinois	$2.84M	-$4.77M	4	0.04%	Reduced
262	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.72M	-$799K	1	0.03%	Reduced
263	GL GLG LLC New York	$2.65M	-$9.82K	1	0.06%	Reduced
264	TDC Thompson Davis & Co Richmond, Virginia	$2.65M	+$958K	5	3.05%	Increased
265	Global X Management Company New York	$2.55M	+$198K	1	0.14%	Increased
266	HIS Horizon Investment Services Hammond, Indiana	$2.55M	+$2.5M	1	1.02%	New
267	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.37M	+$2.3M	1	0.07%	New
268	Natixis Advisors Boston, Massachusetts	$2.35M	+$388K	2	0.04%	Increased
269	BA Boston Advisors Boston, Massachusetts	$2.3M	+$682K	1	0.1%	Increased
270	GCM Goldman Capital Management New York	$2.28M	-$89.5K	1	1.42%	Reduced
271	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.27M	-$2M	1	0.36%	Reduced
272	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$2.22M	$0	1	0.12%	Maintained
273	CCMH Cornerstone Capital Management Holdings New York	$2.2M	+$2.06M	3	0.02%	Increased
274	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.19M	$0	1	0.44%	Maintained
275	SST S Squared Technology New York	$2.18M	+$2.1M	2	2.34%	New