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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	Wolverine Trading Chicago, Illinois	$4M	+$1.15M	5	0.02%	Increased
277	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.91M	+$28.1K	5	0.18%	Increased
278	CPIM Columbia Partners Investment Management Alexandria, Virginia	$3.89M	-$3.43M	2	0.5%	Reduced
279	Commonwealth Equity Services Waltham, Massachusetts	$3.84M	+$273K	3	0.03%	Increased
280	PCM Prelude Capital Management New York	$3.84M	+$3.67M	3	0.37%	Increased
281	SC Scholtz & Company Stamford, Connecticut	$3.79M	-$1.17K	1	3.22%	Reduced
282	Stifel Financial St. Louis, Missouri	$3.74M	-$662K	5	0.01%	Reduced
283	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.54M	+$83.6K	3	0.2%	Increased
284	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.51M	$0	2	0.46%	Maintained
285	Gotham Asset Management New York	$3.51M	-$2.83M	1	0.04%	Reduced
286	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.46M	+$185K	1	0.33%	Increased
287	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.45M	-$128K	2	2.68%	Reduced
288	Virtu KCG Holdings New York	$3.42M	+$300K	6	0.1%	Increased
289	DIA Dean Investment Associates Beavercreek, Ohio	$3.36M	+$298K	1	0.56%	Increased
290	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.32M	+$3.43M	1	0.03%	New
291	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.3M	+$2.1M	4	0.02%	Increased
292	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.26M	+$76.5K	4	0.16%	Increased
293	AI ArchPoint Investors Coral Gables, Florida	$3.25M	+$3.15M	1	1.22%	New
294	DBG De Burlo Group Boston, Massachusetts	$3.21M	-$1.49M	1	0.7%	Reduced
295	Oribel Capital Management New York	$3.17M	+$2.33M	2	0.52%	Increased
296	Highbridge Capital Management New York	$3.17M	-$266K	3	0.05%	Reduced
297	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$3.12M	-$740K	1	0.13%	Reduced
298	AHL Partners London, United Kingdom	$3.12M	+$1.95M	4	0.07%	Increased
299	MC Marcus Capital Northbrook, Illinois	$3.11M	+$164K	1	2.9%	Increased
300	GC Globeflex Capital San Diego, California	$2.99M	-$500K	3	0.71%	Reduced