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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
301	Freestone Capital Holdings Seattle, Washington	$2.14M	+$488K	1	0.21%	Increased
302	OAM Oxford Asset Management Oxford, United Kingdom	$2.12M	-$12.8M	2	0.07%	Reduced
303	LF Lannebo Fonder Stockholm, Sweden	$2.11M	-$785K	1	1.8%	Reduced
304	Cullen/Frost Bankers San Antonio, Texas	$2.09M	-$1.06M	1	0.08%	Reduced
305	Eaton Vance Management Boston, Massachusetts	$2.05M	-$13.4M	4	0.01%	Reduced
306	Granahan Investment Management Waltham, Massachusetts	$2.05M	-$7.09M	1	0.07%	Reduced
307	WAM World Asset Management Detroit, Michigan	$2.04M	+$156K	1	0.08%	Increased
308	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2M	-$20.7K	4	0.11%	Reduced
309	LOAMU Lombard Odier Asset Management (USA) New York	$2M	-$5.35M	1	0.24%	Reduced
310	SST S Squared Technology New York	$1.97M	+$1.99M	1	2.06%	New
311	SAM Shell Asset Management The Hague, Netherlands	$1.96M	-$122K	1	0.05%	Reduced
312	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.92M	-$22.3M	2	0.13%	Reduced
313	FMA FNY Managed Accounts New York	$1.9M	+$1.56M	2	1.74%	Increased
314	Commonwealth Equity Services Waltham, Massachusetts	$1.88M	-$23.4K	2	0.02%	Reduced
315	VAS Valicenti Advisory Services Elmira, New York	$1.87M	-$8.15K	1	1.19%	Reduced
316	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.86M	-$3.38M	3	0.01%	Reduced
317	Fifth Third Bancorp Cincinnati, Ohio	$1.86M	+$59.9K	5	0.02%	Increased
318	Spot Trading Chicago, Illinois	$1.85M	-$2.48M	5	0.03%	Reduced
319	Mutual of America Capital Management New York	$1.81M	+$144K	2	0.04%	Increased
320	FSCM Front Street Capital Management Missoula, Montana	$1.79M	+$1.73M	1	0.89%	New
321	CCI Columbus Circle Investors	$1.76M	-$31.1M	1	0.02%	Reduced
322	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.75M	+$177K	2	0.01%	Increased
323	Simplex Trading Chicago, Illinois	$1.73M	+$929K	6	0.12%	Increased
324	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.7M	+$107K	4	0.05%	Increased
325	WSA Wall Street Associates Lajolla, California	$1.69M	-$2.86M	1	0.68%	Reduced