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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	Ameritas Investment Partners Lincoln, Nebraska	$2.28M	+$5.98K	8	0.11%	Increased
302	Mirae Asset Global Investments Seoul, South Korea	$2.27M	+$79.3K	2	0.03%	Increased
303	Baird Financial Group Milwaukee, Wisconsin	$2.26M	+$734K	2	0.02%	Increased
304	Miller Howard Investments Kingston, New York	$2.25M	+$2.21M	1	0.05%	New
305	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.24M	+$152K	2	0.02%	Increased
306	FP Foundry Partners Minneapolis, Minnesota	$2.24M	+$66K	1	0.1%	Increased
307	NA Navellier & Associates Reno, Nevada	$2.22M	+$1.65M	2	0.34%	Increased
308	Los Angeles Capital Management Los Angeles, California	$2.21M	+$619K	2	0.01%	Increased
309	BRF B. Riley Financial Los Angeles, California	$2.15M	+$821K	2	0.6%	Increased
310	TA Teton Advisors Rye, New York	$2.13M	$0	1	0.2%	Maintained
311	Creative Planning Overland Park, Kansas	$2.12M	+$666K	5	0.01%	Increased
312	HA Heartland Advisors Milwaukee, Wisconsin	$2.12M	-$442K	1	0.14%	Reduced
313	Eaton Vance Management Boston, Massachusetts	$2.11M	+$1.64M	3	0.01%	Increased
314	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.11M	+$1.66M	1	1.64%	Increased
315	Barings Charlotte, North Carolina	$2.1M	$0	2	0.03%	Maintained
316	Magnetar Financial Evanston, Illinois	$2.09M	+$1.88M	1	0.04%	New
317	PEAK6 Group Chicago, Illinois	$2.09M	-$4.09M	5	0.01%	Reduced
318	William Blair & Company Chicago, Illinois	$2.08M	+$1.58M	3	0.01%	Increased
319	CC Colrain Capital Boston, Massachusetts	$2.06M	-$87K	1	2.18%	Reduced
320	US Bancorp Minneapolis, Minnesota	$2.05M	+$860K	9	0.01%	Increased
321	FCM Firsthand Capital Management San Jose, California	$2.04M	+$2.17M	1	1.14%	New
322	Simplex Trading Chicago, Illinois	$2.02M	-$1.81M	6	0.09%	Reduced
323	HT HAP Trading New York	$1.96M	+$1.78M	1	0.1%	New
324	Balyasny Asset Management Chicago, Illinois	$1.95M	-$21.3M	4	0.01%	Reduced
325	Oppenheimer & Co New York	$1.93M	-$396K	2	0.05%	Reduced