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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	FA FDx Advisors Chicago, Illinois	$1.68M	-$399K	2	0.08%	Reduced
327	SCM Signia Capital Management Spokane, Washington	$1.66M	+$1.69M	1	5.27%	New
328	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.66M	-$379K	1	2.71%	Reduced
329	SCM Stevens Capital Management Radnor, Pennsylvania	$1.62M	-$466K	2	0.06%	Reduced
330	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.61M	+$731K	2	1.11%	Increased
331	STRS Ohio Columbus, Ohio	$1.61M	+$455K	3	0.01%	Increased
332	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.59M	+$66.9K	4	0.02%	Increased
333	Los Angeles Capital Management Los Angeles, California	$1.58M	+$1.09M	3	0.01%	Increased
334	Capstone Investment Advisors New York	$1.54M	+$1.62M	5	0.03%	New
335	Profund Advisors Bethesda, Maryland	$1.53M	-$92.2K	4	0.07%	Reduced
336	BBCM Boardman Bay Capital Management New York	$1.53M	-$1.47M	2	2.56%	Reduced
337	KBC Group Brussels, Belgium	$1.52M	+$806K	2	0.02%	Increased
338	Natixis Advisors Boston, Massachusetts	$1.49M	+$536K	2	0.02%	Increased
339	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.48M	+$1.71M	1	0.19%	New
340	CEP Chicago Equity Partners Chicago, Illinois	$1.48M	-$1.14M	1	0.04%	Reduced
341	TCW Group Los Angeles, California	$1.46M	-$1.08M	2	0.01%	Reduced
342	AWCI Alpine Woods Capital Investors Purchase, New York	$1.44M	+$566K	1	0.09%	Increased
343	Ladenburg Thalmann Financial Services Miami, Florida	$1.44M	+$542K	8	0.02%	Increased
344	Axiom Investors Greenwich, Connecticut	$1.43M	-$1.85M	1	0.04%	Reduced
345	Quantbot Technologies New York	$1.39M	+$806K	4	0.15%	Increased
346	ETrade Capital Management Arlington, Virginia	$1.37M	+$130K	2	0.07%	Increased
347	Paradigm Capital Management Inc Albany, New York	$1.33M	+$724K	1	0.16%	Increased
348	O'Shaughnessy Asset Management Stamford, Connecticut	$1.32M	+$49.2K	2	0.03%	Increased
349	TD Asset Management Toronto, Ontario, Canada	$1.32M	+$288K	4	0%	Increased
350	BAMCO Inc New York	$1.32M	$0	1	0.01%	Maintained