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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	Cubist Systematic Strategies Stamford, Connecticut	$3.72M	+$1.16M	6	0.22%	Increased
252	Buckingham Strategic Wealth Clayton, Missouri	$3.69M	+$58.4K	2	1.26%	Increased
253	BlackRock New York	$3.69M	+$221K	9	0.01%	Increased
254	Point72 Asset Management Stamford, Connecticut	$3.65M	-$5.54M	2	0.02%	Reduced
255	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.63M	+$1.37M	1	0.4%	Increased
256	AIS AlphaOne Investment Services West Chester, Pennsylvania	$3.49M	+$1.07M	1	1.29%	Increased
257	QS Investors New York	$3.37M	-$963K	5	0.03%	Reduced
258	Summit Partners Public Asset Management Boston, Massachusetts	$3.37M	-$3.98M	1	0.61%	Reduced
259	CC Cipher Capital New York	$3.37M	+$1.93M	3	0.24%	Increased
260	PCM Piermont Capital Management St. Louis, Missouri	$3.35M	+$503K	2	0.87%	Increased
261	Tudor Investment Corp Stamford, Connecticut	$3.34M	+$1.72M	7	0.07%	Increased
262	Dana Investment Advisors Waukesha, Wisconsin	$3.33M	+$772K	2	0.15%	Increased
263	Oppenheimer & Co New York	$3.31M	+$19.6K	2	0.1%	Increased
264	AGF Investments Inc Toronto, Ontario, Canada	$3.3M	-$5.16M	1	0.04%	Reduced
265	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.28M	+$9.92K	2	0.24%	Increased
266	GCP GSA Capital Partners London, United Kingdom	$3.25M	+$2.51M	5	0.18%	Increased
267	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.22M	+$15.9K	2	0.41%	Increased
268	JGUA John G. Ullman & Associates Corning, New York	$3.2M	+$1.65M	1	0.66%	Increased
269	Needham Investment Management New York	$3.19M	$0	1	0.88%	Maintained
270	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.17M	-$1.4M	1	1.67%	Reduced
271	TIM Thompson Investment Management Madison, Wisconsin	$3.17M	-$17.6K	1	0.65%	Reduced
272	Bridgeway Capital Management Houston, Texas	$3.16M	-$2.17M	2	0.05%	Reduced
273	Retirement Systems of Alabama Montgomery, Alabama	$3.13M	-$6.43M	1	0.02%	Reduced
274	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.04M	+$295K	2	0.09%	Increased
275	Wolverine Trading Chicago, Illinois	$3.04M	+$3.38M	4	0.02%	New