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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	Buckingham Strategic Wealth Clayton, Missouri	$5.17M	$0	1	1.71%	Maintained
252	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$5.16M	-$377K	1	1.62%	Reduced
253	BA Bard Associates Chicago, Illinois	$5.09M	-$59.6K	1	2.93%	Reduced
254	SCM Suffolk Capital Management New York	$4.99M	+$2.77M	2	0.66%	Increased
255	Gotham Asset Management New York	$4.88M	-$34.6M	4	0.05%	Reduced
256	US Bancorp Minneapolis, Minnesota	$4.79M	+$1.07M	8	0.02%	Increased
257	TPSF Texas Permanent School Fund Austin, Texas	$4.69M	-$132K	4	0.06%	Reduced
258	Spot Trading Chicago, Illinois	$4.65M	+$3.82M	3	0.08%	Increased
259	WPC White Pine Capital Bloomington, Minnesota	$4.63M	-$647K	4	1.98%	Reduced
260	SC Selz Capital New York	$4.55M	-$1.51M	1	1.38%	Reduced
261	State of Michigan Retirement System Lansing, Michigan	$4.44M	+$27.7K	2	0.04%	Increased
262	TI Turner Investments Berwyn, Pennsylvania	$4.42M	+$2.96M	3	1.2%	Increased
263	Walleye Trading New York	$4.41M	+$561K	5	0.04%	Increased
264	CCP Clough Capital Partners Boston, Massachusetts	$4.33M	+$670K	1	0.2%	Increased
265	CIM Calvert Investment Management Bethesda, Maryland	$4.31M	$0	1	0.19%	Maintained
266	NIMC NWQ Investment Management Company Los Angeles, California	$4.31M	+$437K	1	0.07%	Increased
267	KCM Kingdon Capital Management New York	$4.26M	+$3.65M	1	0.23%	New
268	ARTA A.R.T. Advisors New York	$4.22M	-$1.16M	4	0.19%	Reduced
269	Shinko Asset Management Company Tokyo, Japan	$4M	$0	1	0.03%	Maintained
270	SWM Segment Wealth Management Houston, Texas	$3.99M	-$13.7K	1	1.49%	Reduced
271	LF Lannebo Fonder Stockholm, Sweden	$3.97M	$0	1	3.22%	Maintained
272	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.79M	-$2.4M	2	0.11%	Reduced
273	AIS AlphaOne Investment Services West Chester, Pennsylvania	$3.77M	+$2.78M	1	1.55%	New
274	BlackRock New York	$3.77M	+$381K	9	0.01%	Increased
275	Needham Investment Management New York	$3.69M	$0	1	0.96%	Maintained