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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
326	TD Asset Management Toronto, Ontario, Canada	$497K	+$447K	1	0%	New
327	CL Croft-Leominster Baltimore, Maryland	$496K	+$425K	1	0.07%	New
328	Wedbush Securities Los Angeles, California	$491K	+$462K	1	0.13%	New
329	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$489K	+$427K	2	0.01%	New
330	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$471K	+$443K	1	0.24%	New
331	CC Courier Capital Buffalo, New York	$470K	+$442K	1	0.12%	New
332	GIA GHP Investment Advisors Denver, Colorado	$470K	+$429K	2	0.19%	New
333	BOK Financial Tulsa, Oklahoma	$469K	+$412K	2	0.02%	New
334	First Manhattan New York	$458K	+$363K	2	0%	New
335	CCG Chatham Capital Group Savannah, Georgia	$454K	+$458K	1	0.22%	New
336	First Allied Advisory Services San Diego, California	$454K	+$388K	2	0.04%	New
337	Bragg Financial Advisors Charlotte, North Carolina	$449K	+$423K	1	0.12%	New
338	Wolverine Asset Management Chicago, Illinois	$441K	+$416K	1	0.01%	New
339	FBC Fairfield, Bush & Co Darien, Connecticut	$430K	+$405K	1	0.22%	New
340	QIM Quest Investment Management Lake Oswego, Oregon	$416K	+$356K	1	0.03%	New
341	Zacks Investment Management Chicago, Illinois	$415K	+$347K	1	0.02%	New
342	PCM Prelude Capital Management New York	$411K	+$350K	2	0.09%	New
343	NPC National Planning Corporation El Segundo, California	$401K	+$380K	1	0.05%	New
344	BlackRock New York	$395K	+$347K	4	0%	New
345	Fifth Third Bancorp Cincinnati, Ohio	$395K	+$382K	2	0%	New
346	SI Sprott Inc Toronto, Ontario, Canada	$389K	+$333K	1	0.05%	New
347	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$375K	+$353K	1	0.07%	New
348	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$371K	+$317K	1	0%	New
349	Ariel Investments Chicago, Illinois	$369K	+$347K	1	0.01%	New
350	JGUA John G. Ullman & Associates Corning, New York	$368K	+$315K	1	0.08%	New