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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	GCP GSA Capital Partners London, United Kingdom	$3.39M	-$694K	4	0.18%	Reduced
277	ICRM Insight Capital Research & Management Walnut Creek, California	$3.35M	+$2.64M	1	1.49%	New
278	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.31M	-$28.5K	1	0.23%	Reduced
279	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.29M	-$15.9K	2	0.44%	Reduced
280	HHC Hutchin Hill Capital New York	$3.24M	+$3.18M	1	0.07%	New
281	VCM Venator Capital Management Toronto, Ontario, Canada	$3.2M	+$2.23M	1	2.11%	New
282	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.19M	+$174K	3	0.03%	Increased
283	CIBC World Market Toronto, Ontario, Canada	$3.17M	+$2.43M	2	0.01%	Increased
284	SCM Suffolk Capital Management New York	$3.12M	-$3.11M	2	0.43%	Reduced
285	BPIM Brant Point Investment Management New York	$3.08M	-$745K	1	0.27%	Reduced
286	Highbridge Capital Management New York	$3.05M	-$5.43M	4	0.05%	Reduced
287	Putnam Investments Boston, Massachusetts	$2.98M	-$6.23M	3	0.01%	Reduced
288	MC Marcus Capital Northbrook, Illinois	$2.94M	+$108K	1	2.83%	Increased
289	Buckingham Strategic Wealth Clayton, Missouri	$2.91M	-$59K	1	0.98%	Reduced
290	TCW Group Los Angeles, California	$2.9M	+$1.35M	2	0.02%	Increased
291	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.89M	+$30.4K	5	0.15%	Increased
292	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.82M	-$91.2K	1	0.3%	Reduced
293	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.78M	+$136K	4	0.15%	Increased
294	Avalon Investment & Advisory Houston, Texas	$2.74M	+$2.16M	1	0.1%	New
295	SAM Symphony Asset Management San Francisco, California	$2.72M	-$4.48M	1	0.28%	Reduced
296	HT HAP Trading New York	$2.7M	+$1.88M	1	0.1%	New
297	STRS Ohio Columbus, Ohio	$2.65M	+$344K	3	0.01%	Increased
298	Verition Fund Management Greenwich, Connecticut	$2.65M	+$1.08M	3	0.28%	Increased
299	Commonwealth Equity Services Waltham, Massachusetts	$2.65M	+$328K	3	0.02%	Increased
300	Los Angeles Capital Management Los Angeles, California	$2.64M	+$379K	4	0.02%	Increased