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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	NA Navellier & Associates Reno, Nevada	$2.07M	+$1.24K	2	0.29%	Increased
327	Korea Investment Corp Seoul, South Korea	$2.01M	+$2.04M	1	0.01%	New
328	TFA Toth Financial Advisory Leesburg, Virginia	$1.99M	+$1.78M	2	0.47%	New
329	HA Heartland Advisors Milwaukee, Wisconsin	$1.97M	-$52.9K	1	0.13%	Reduced
330	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.95M	+$536K	1	0.14%	Increased
331	NIMC NWQ Investment Management Company Los Angeles, California	$1.95M	-$866K	1	0.04%	Reduced
332	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.91M	-$91K	1	0.4%	Reduced
333	SCM Stevens Capital Management Radnor, Pennsylvania	$1.89M	+$269K	1	0.07%	Increased
334	Man Group London, United Kingdom	$1.85M	+$276K	2	0.01%	Increased
335	BCC Bridge City Capital Lake Oswego, Oregon	$1.83M	-$61.7K	1	1.15%	Reduced
336	TA Teton Advisors Rye, New York	$1.81M	-$150K	1	0.16%	Reduced
337	Nisa Investment Advisors St. Louis, Missouri	$1.79M	+$1.27K	7	0.02%	Increased
338	Amalgamated Bank New York	$1.78M	+$163K	4	0.04%	Increased
339	Private Advisor Group Morristown, New Jersey	$1.77M	+$1.33M	3	0.03%	Increased
340	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.74M	+$732K	2	0.07%	Increased
341	Amundi Asset Management US Boston, Massachusetts	$1.74M	+$1.17M	2	0%	Increased
342	Manning & Napier Group Fairport, New York	$1.73M	+$1.78M	1	0.02%	New
343	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.71M	+$31.7K	6	0.04%	Increased
344	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.7M	-$5.01K	6	0.03%	Reduced
345	GHCM Glen Harbor Capital Management San Diego, California	$1.69M	+$38.5K	5	0.04%	Increased
346	Congress Asset Management Boston, Massachusetts	$1.66M	-$42.4K	1	0.02%	Reduced
347	MUFG Securities EMEA London, United Kingdom	$1.63M	+$1.63M	1	0.03%	New
348	Ladenburg Thalmann Financial Services Miami, Florida	$1.6M	$0	8	0.01%	Maintained
349	Laurion Capital Management New York	$1.6M	+$1.27M	2	0.01%	Increased
350	ALPS Advisors Denver, Colorado	$1.59M	-$70.7K	4	0.01%	Reduced