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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	BCAM Boston Common Asset Management Boston, Massachusetts	$3.82M	+$4.09M	1	0.5%	New
277	Verition Fund Management Greenwich, Connecticut	$3.78M	+$3.79M	5	0.15%	New
278	Crossmark Global Holdings Houston, Texas	$3.75M	+$162K	4	0.11%	Increased
279	IAS IMA Advisory Services Denver, Colorado	$3.74M	+$256K	1	1.45%	Increased
280	BA BKS Advisors Southfield, Michigan	$3.72M	+$3.87M	1	1.5%	New
281	HCM Horrell Capital Management Little Rock, Arkansas	$3.72M	-$918K	1	1.9%	Reduced
282	DTL Dynamic Technology Lab Singapore	$3.71M	+$1.96M	5	0.61%	Increased
283	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.67M	+$63.9K	4	0.18%	Increased
284	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.66M	-$40.1K	1	3.1%	Reduced
285	GIPM G2 Investment Partners Management New York	$3.64M	+$1.46M	1	1.12%	Increased
286	Penserra Capital Management Orinda, California	$3.64M	+$2.65M	8	0.29%	Increased
287	TCM Tieton Capital Management Yakima, Washington	$3.62M	+$457K	1	3.22%	Increased
288	VF Virtu Financial New York	$3.59M	+$2.41M	2	0.2%	Increased
289	Commerzbank Aktiengesellschaft Frankfurt, Germany	$3.56M	+$1.44M	2	0.03%	Increased
290	CCM Campbell Capital Management Miami, Florida	$3.54M	+$3.79M	1	2.56%	New
291	FBC Fairfield, Bush & Co Darien, Connecticut	$3.52M	+$3.59M	1	1.17%	Increased
292	Clark Capital Management Group Philadelphia, Pennsylvania	$3.51M	+$3.48M	1	0.08%	New
293	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.49M	+$913K	3	0.03%	Increased
294	OppenheimerFunds New York	$3.48M	+$580K	6	0%	Increased
295	Ladenburg Thalmann Financial Services Miami, Florida	$3.44M	+$539K	8	0.03%	Increased
296	Nuveen Charlotte, North Carolina	$3.4M	-$268K	1	0.02%	Reduced
297	PineBridge Investments New York	$3.37M	+$2.49M	2	0.07%	Increased
298	Weiss Asset Management Boston, Massachusetts	$3.36M	-$658K	1	0.26%	Reduced
299	Boothbay Fund Management New York	$3.36M	+$593K	4	0.33%	Increased
300	Natixis Advisors Boston, Massachusetts	$3.33M	+$241K	2	0.03%	Increased