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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	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.9M	+$96.5K	1	0.41%	Increased
327	CM Crestline Management Fort Worth, Texas	$1.89M	+$1.19M	3	0.23%	Increased
328	AWCI Alpine Woods Capital Investors Purchase, New York	$1.89M	+$304K	2	0.1%	Increased
329	Congress Asset Management Boston, Massachusetts	$1.86M	+$28.2K	1	0.03%	Increased
330	VF Virtu Financial New York	$1.84M	-$853K	3	0.1%	Reduced
331	FMT First Mercantile Trust Cordova, Tennessee	$1.83M	+$1.31M	4	0.38%	Increased
332	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.82M	-$43.1K	7	0.03%	Reduced
333	JCM Jafra Capital Management New York	$1.8M	-$558K	1	0.56%	Reduced
334	PP Paloma Partners Greenwich, Connecticut	$1.79M	-$226K	2	0.03%	Reduced
335	Castleark Management Chicago, Illinois	$1.78M	+$1.65M	1	0.06%	New
336	BCC Bridge City Capital Lake Oswego, Oregon	$1.78M	+$104K	1	1.19%	Increased
337	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.75M	-$1.61M	1	1.69%	Reduced
338	Cambridge Investment Research Advisors Fairfield, Iowa	$1.74M	+$479K	3	0.02%	Increased
339	AB AT Bancorp Dubuque, Iowa	$1.73M	-$99.2K	1	0.18%	Reduced
340	Nisa Investment Advisors St. Louis, Missouri	$1.7M	+$15.9K	7	0.02%	Increased
341	SCM Stevens Capital Management Radnor, Pennsylvania	$1.7M	+$254K	3	0.06%	Increased
342	Quantbot Technologies New York	$1.7M	+$1.37M	4	0.15%	Increased
343	GHCM Glen Harbor Capital Management San Diego, California	$1.68M	+$20.5K	5	0.04%	Increased
344	FIM Freedom Investment Management Hartford, Connecticut	$1.67M	-$111K	4	0.09%	Reduced
345	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.67M	+$16.9K	6	0.04%	Increased
346	Amalgamated Bank New York	$1.66M	-$23.7K	4	0.04%	Reduced
347	MCC Malaga Cove Capital Pv Estates, California	$1.66M	+$150K	1	0.89%	Increased
348	Advisor Group Phoenix, Arizona	$1.65M	-$181K	8	0.02%	Reduced
349	Catalyst Capital Advisors Huntington, New York	$1.64M	+$75.6K	3	0.06%	Increased
350	Ladenburg Thalmann Financial Services Miami, Florida	$1.6M	+$419K	8	0.01%	Increased