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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	PCM Prelude Capital Management New York	$4.35M	+$324K	2	0.41%	Increased
277	HA Heartland Advisors Milwaukee, Wisconsin	$4.34M	-$1.1M	1	0.28%	Reduced
278	LSC Lyon Street Capital Sausalito, California	$4.32M	+$4.06M	1	1.74%	New
279	JCP Jabre Capital Partners Geneva, Switzerland	$4.28M	+$4.02M	1	0.38%	New
280	Stifel Financial St. Louis, Missouri	$4.24M	+$308K	5	0.02%	Increased
281	LCG Lisanti Capital Growth New York	$4.24M	+$3.38M	2	2.82%	Increased
282	CCM Criterion Capital Management San Francisco, California	$4.15M	+$3.9M	1	0.2%	New
283	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.1M	-$1.04M	1	0.04%	Reduced
284	WPC White Pine Capital Bloomington, Minnesota	$4.09M	-$867K	4	1.61%	Reduced
285	Commonwealth Equity Services Waltham, Massachusetts	$4.09M	+$243K	3	0.03%	Increased
286	Virtu KCG Holdings New York	$4.05M	+$380K	4	0.11%	Increased
287	BPIM Brant Point Investment Management New York	$4.02M	-$1.08M	1	0.49%	Reduced
288	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.98M	+$1.31M	1	0.43%	Increased
289	Bahl & Gaynor Cincinnati, Ohio	$3.94M	-$479K	1	0.05%	Reduced
290	DCM Daruma Capital Management New York	$3.9M	+$1.07M	1	0.23%	Increased
291	Bank of Nova Scotia Toronto, Ontario, Canada	$3.9M	-$1.04M	1	0.02%	Reduced
292	Steward Partners Investment Advisory New York	$3.87M	+$3.65M	2	0.43%	Increased
293	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.84M	+$456K	5	0.19%	Increased
294	DIA Dean Investment Associates Beavercreek, Ohio	$3.82M	+$462K	1	0.58%	Increased
295	SAM Symphony Asset Management San Francisco, California	$3.8M	-$2.59M	2	0.43%	Reduced
296	Laurion Capital Management New York	$3.79M	+$2.77M	3	0.02%	Increased
297	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$3.7M	+$2.53M	1	0.31%	Increased
298	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.68M	-$336K	3	0.19%	Reduced
299	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.67M	-$587K	4	0.03%	Reduced
300	ACB Aristotle Capital Boston Boston, Massachusetts	$3.63M	+$1.39M	1	0.41%	Increased