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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
276	Axiom Investors Greenwich, Connecticut	$3.61M	+$3.09M	1	0.11%	New
277	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.57M	+$53.4K	3	0.04%	Increased
278	LCG Lisanti Capital Growth New York	$3.56M	+$1.22M	3	4.22%	Increased
279	TIM Thompson Investment Management Madison, Wisconsin	$3.55M	-$381K	1	0.74%	Reduced
280	Putnam Investments Boston, Massachusetts	$3.52M	+$1.62M	2	0.01%	Increased
281	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.49M	+$296K	1	0.41%	Increased
282	HighTower Advisors Chicago, Illinois	$3.49M	-$1.15M	4	0.01%	Reduced
283	Oppenheimer & Co New York	$3.46M	+$265K	2	0.11%	Increased
284	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.45M	+$38.6K	2	0.42%	Increased
285	MPM Meritage Portfolio Management Overland Park, Kansas	$3.41M	+$3.12M	1	0.39%	New
286	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.4M	-$52K	3	0.3%	Reduced
287	CEP Chicago Equity Partners Chicago, Illinois	$3.32M	-$828K	2	0.1%	Reduced
288	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.31M	+$3.59M	1	0.49%	New
289	Cullen/Frost Bankers San Antonio, Texas	$3.28M	-$601K	1	0.12%	Reduced
290	PCM Piermont Capital Management St. Louis, Missouri	$3.27M	-$72.7K	1	1.04%	Reduced
291	CAM ClariVest Asset Management San Diego, California	$3.21M	+$571K	3	0.1%	Increased
292	Wasatch Advisors Salt Lake City, Utah	$3.17M	+$3.16M	2	0.05%	New
293	Braun Stacey Associates New York	$3.14M	-$11M	1	0.2%	Reduced
294	Cubist Systematic Strategies Stamford, Connecticut	$3.12M	-$912K	8	0.18%	Reduced
295	BBCM Boardman Bay Capital Management New York	$3.1M	-$3.56M	1	2.82%	Reduced
296	Dana Investment Advisors Waukesha, Wisconsin	$3.1M	+$2.94M	2	0.14%	Increased
297	Arizona State Retirement System Phoenix, Arizona	$3.1M	+$149K	4	0.04%	Increased
298	PP PDT Partners New York	$3.05M	-$744K	3	0.19%	Reduced
299	Bahl & Gaynor Cincinnati, Ohio	$3.05M	-$382K	1	0.04%	Reduced
300	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.92M	+$752K	1	0.35%	Increased