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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	Buckingham Strategic Wealth Clayton, Missouri	$2.79M	+$55.8K	2	0.9%	Increased
302	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.77M	-$214K	4	0.14%	Reduced
303	Avalon Investment & Advisory Houston, Texas	$2.74M	+$113K	2	0.1%	Increased
304	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.72M	+$66.5K	1	0.29%	Increased
305	Laurion Capital Management New York	$2.71M	+$2.51M	2	0.03%	New
306	STRS Ohio Columbus, Ohio	$2.67M	-$160K	3	0.01%	Reduced
307	MSA Mason Street Advisors Milwaukee, Wisconsin	$2.64M	+$82.6K	4	0.07%	Increased
308	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.58M	+$2.47M	2	0.04%	Increased
309	ARM Adirondack Research & Management Guilderland, New York	$2.58M	$0	1	0.88%	Maintained
310	CCMH Cornerstone Capital Management Holdings New York	$2.58M	+$1.1M	3	0.02%	Increased
311	Dai-ichi Life Insurance Company Tokyo, Japan	$2.57M	+$2.42M	1	0.08%	New
312	Profund Advisors Bethesda, Maryland	$2.55M	+$454K	5	0.12%	Increased
313	Virginia Retirement Systems Richmond, Virginia	$2.5M	+$1.2M	3	0.03%	Increased
314	Oppenheimer & Co New York	$2.5M	+$893K	1	0.07%	Increased
315	LOAMU Lombard Odier Asset Management (USA) New York	$2.49M	-$742K	1	0.32%	Reduced
316	BNP Paribas Financial Markets Paris, France	$2.46M	-$1.65M	9	0.01%	Reduced
317	PineBridge Investments New York	$2.43M	+$1.76M	3	0.07%	Increased
318	WSA Wall Street Associates Lajolla, California	$2.42M	-$1.96M	2	1.6%	Reduced
319	Dana Investment Advisors Waukesha, Wisconsin	$2.3M	+$24.9K	1	0.11%	Increased
320	OCM Osterweis Capital Management San Francisco, California	$2.27M	+$2.34M	1	0.16%	New
321	HSBC Holdings London, United Kingdom	$2.25M	+$1.78M	6	0.01%	Increased
322	TD Asset Management Toronto, Ontario, Canada	$2.24M	+$59.2K	4	0%	Increased
323	Wolverine Trading Chicago, Illinois	$2.24M	-$1.72M	4	0.01%	Reduced
324	CG Cutler Group San Francisco, California	$2.23M	+$849K	8	0.08%	Increased
325	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.23M	+$358K	1	2.43%	Increased