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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	CIC Chase Investment Counsel Charlottesville, Virginia	$1.4M	+$1.35M	1	0.51%	New
327	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.4M	+$1.01M	2	0.62%	Increased
328	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.39M	+$104K	3	0.04%	Increased
329	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.36M	-$166K	6	0%	Reduced
330	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.31M	-$64.9K	1	0.26%	Reduced
331	First Manhattan New York	$1.31M	-$41.3K	3	0.01%	Reduced
332	Fifth Third Bancorp Cincinnati, Ohio	$1.3M	+$131K	6	0.01%	Increased
333	Ladenburg Thalmann Financial Services Miami, Florida	$1.29M	+$31.8K	6	0.02%	Increased
334	LCM Landscape Capital Management Englewood, New Jersey	$1.29M	+$770K	2	0.22%	Increased
335	Rafferty Asset Management New York	$1.25M	+$1.21M	1	0.08%	New
336	Parallax Volatility Advisers San Francisco, California	$1.25M	+$81.5K	5	0%	Increased
337	Acadian Asset Management Boston, Massachusetts	$1.24M	+$1.16M	4	0.01%	Increased
338	Envestnet Asset Management Chicago, Illinois	$1.23M	+$357K	2	0.01%	Increased
339	EEG E.E. Geduld	$1.23M	-$577K	2	0.76%	Reduced
340	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.23M	+$106K	3	0.09%	Increased
341	Whittier Trust South Pasadena, California	$1.23M	$0	2	0.05%	Maintained
342	OA OFI Advisors Philadelphia, Pennsylvania	$1.23M	+$8.61K	4	0.07%	Increased
343	SI Shaker Investments Cleveland, Ohio	$1.22M	+$1.02M	1	0.85%	New
344	DCM Dynamic Capital Management St. Helier, Jersey	$1.22M	+$167K	2	0.31%	Increased
345	WAM World Asset Management Detroit, Michigan	$1.21M	-$94K	1	0.05%	Reduced
346	JP Morgan Private Wealth Advisors San Francisco, California	$1.19M	-$91.6K	2	0.01%	Reduced
347	PCM Perkins Capital Management Wayzata, Minnesota	$1.17M	+$27.2K	1	1.02%	Increased
348	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.16M	+$264K	1	0.73%	Increased
349	Algert Global San Francisco, California	$1.14M	-$28.2K	2	0.63%	Reduced
350	BlackRock New York	$1.14M	+$136K	7	0%	Increased