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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	US Bancorp Minneapolis, Minnesota	$2.52M	+$416K	7	0.01%	Increased
302	BB&T Securities Richmond, Virginia	$2.51M	+$1.08M	3	0.03%	Increased
303	QIM Quantitative Investment Management Charlottesville, Virginia	$2.51M	-$23K	4	0.13%	Reduced
304	TCM Tieton Capital Management Yakima, Washington	$2.49M	-$38.9K	1	2.79%	Reduced
305	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.48M	+$353K	3	0.02%	Increased
306	EWM Executive Wealth Management Brighton, Michigan	$2.44M	+$2.35M	1	0.43%	New
307	Ladenburg Thalmann Financial Services Miami, Florida	$2.39M	+$464K	8	0.02%	Increased
308	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.3M	+$1.18M	1	0.9%	Increased
309	FQ First Quadrant Glendale, California	$2.3M	+$1.51M	2	0.18%	Increased
310	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.28M	+$2.13M	1	0.31%	New
311	Zurich Cantonal Bank Zurich, Switzerland	$2.27M	+$1.5M	7	0.02%	Increased
312	Voleon Capital Management Berkeley, California	$2.24M	+$2.09M	1	0.21%	New
313	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.23M	+$188K	4	0.04%	Increased
314	FIM Freedom Investment Management Hartford, Connecticut	$2.18M	-$384K	3	0.17%	Reduced
315	Vident Investment Advisory Alpharetta, Georgia	$2.18M	-$357K	1	0.12%	Reduced
316	Lord, Abbett & Co Jersey City, New Jersey	$2.17M	-$36.4M	1	0.01%	Reduced
317	NIS National Investment Services Milwaukee, Wisconsin	$2.15M	+$2.08M	1	2.5%	New
318	SL Signition LP New York	$2.15M	+$1.92M	1	1.37%	Increased
319	Avalon Investment & Advisory Houston, Texas	$2.13M	+$1.99M	1	0.06%	New
320	Envestnet Asset Management Chicago, Illinois	$2.13M	+$2.06M	3	0%	New
321	SST S Squared Technology New York	$2.11M	$0	1	1.86%	Maintained
322	EI EAM Investors Solana Beach, California	$2.1M	-$2.25M	1	0.57%	Reduced
323	Gradient Investments Arden Hills, Minnesota	$2.1M	-$284K	1	0.13%	Reduced
324	Atria Investments Charlotte, North Carolina	$2.07M	+$1.99M	1	0.09%	New
325	ProShare Advisors Bethesda, Maryland	$2.06M	-$321K	4	0.01%	Reduced