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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	CEP Chicago Equity Partners Chicago, Illinois	$4.06M	+$752K	4	0.19%	Increased
277	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.01M	+$1.14M	1	1.14%	Increased
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.96M	+$1.43M	4	0.03%	Increased
279	NM Newtyn Management New York	$3.88M	$0	1	0.37%	Maintained
280	AGF Investments Inc Toronto, Ontario, Canada	$3.81M	+$3.89M	1	0.05%	New
281	Shelton Capital Management Denver, Colorado	$3.8M	+$478K	4	0.22%	Increased
282	Eaton Vance Management Boston, Massachusetts	$3.77M	+$1.85K	3	0.01%	Increased
283	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.77M	+$1.09M	3	0.08%	Increased
284	EWM Executive Wealth Management Brighton, Michigan	$3.74M	+$500K	1	0.57%	Increased
285	Baird Financial Group Milwaukee, Wisconsin	$3.69M	-$3.84M	1	0.01%	Reduced
286	State of Alaska Department of Revenue Juneau, Alaska	$3.64M	+$2.83M	5	0.05%	Increased
287	SG Americas Securities New York	$3.54M	-$1.71M	7	0.03%	Reduced
288	PAM PVG Asset Management Golden, Colorado	$3.52M	-$244K	1	3.82%	Reduced
289	SHGA Sand Hill Global Advisors Palo Alto, California	$3.51M	-$160K	1	0.33%	Reduced
290	HighTower Advisors Chicago, Illinois	$3.48M	+$1.22M	4	0.02%	Increased
291	TCM Tieton Capital Management Yakima, Washington	$3.45M	+$257K	1	2.94%	Increased
292	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.45M	+$3.68M	1	0.25%	New
293	MCM Maytus Capital Management New York	$3.4M	+$406K	2	1.64%	Increased
294	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.39M	-$85.4K	4	0.18%	Reduced
295	Verition Fund Management Greenwich, Connecticut	$3.37M	-$2.5M	5	0.09%	Reduced
296	BB&T Securities Richmond, Virginia	$3.32M	+$42.2K	3	0.03%	Increased
297	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.27M	+$553K	2	3.19%	Increased
298	GCP GSA Capital Partners London, United Kingdom	$3.26M	+$1.49M	6	0.44%	Increased
299	IAS IMA Advisory Services Denver, Colorado	$3.23M	-$445K	1	1.22%	Reduced
300	Chartwell Investment Partners Berywn, Pennsylvania	$3.19M	+$734K	1	0.11%	Increased