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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	GJL Gendell Jeffrey L	$3.78M	+$613K	1	0.96%	Increased
327	CAM Covenant Asset Management Chester, New Jersey	$3.77M	-$250K	1	0.83%	Reduced
328	Crossmark Global Holdings Houston, Texas	$3.77M	+$269K	5	0.11%	Increased
329	Baird Financial Group Milwaukee, Wisconsin	$3.76M	+$2.67M	2	0.01%	Increased
330	Virginia Retirement Systems Richmond, Virginia	$3.7M	+$106K	3	0.04%	Increased
331	Zurich Cantonal Bank Zurich, Switzerland	$3.68M	-$113K	7	0.03%	Reduced
332	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.57M	-$101K	4	0.02%	Reduced
333	PP PDT Partners New York	$3.57M	-$498K	3	0.24%	Reduced
334	EI EAM Investors Solana Beach, California	$3.56M	-$793K	2	0.79%	Reduced
335	TAM Telemark Asset Management Boston, Massachusetts	$3.54M	+$2.97M	1	0.56%	New
336	BC Breakline Capital New York	$3.45M	+$3.11M	2	3.27%	New
337	NM Newtyn Management New York	$3.44M	$0	1	1.26%	Maintained
338	TCM Tieton Capital Management Yakima, Washington	$3.37M	+$42.2K	1	4.21%	Increased
339	Public Employees Retirement Association of Colorado Denver, Colorado	$3.37M	$0	6	0.02%	Maintained
340	FWC First Washington Corp Seattle, Washington	$3.31M	-$2.89M	1	1.94%	Reduced
341	Artemis Investment Management Edinburgh, United Kingdom	$3.31M	+$3.08M	1	0.04%	New
342	1832 Asset Management Toronto, Ontario, Canada	$3.29M	+$2.83M	1	0.01%	New
343	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.27M	+$3M	1	0%	New
344	PCA Providence Capital Advisors Charlotte, North Carolina	$3.26M	-$7.61K	1	1.85%	Reduced
345	HJIM Henry James International Management New York	$3.17M	+$1.19M	1	1.33%	Increased
346	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.16M	-$5.52M	2	0.58%	Reduced
347	Martingale Asset Management Boston, Massachusetts	$3.06M	+$1.94M	2	0.04%	Increased
348	CI Investments Inc Toronto, Ontario, Canada	$3.04M	-$385K	1	0.02%	Reduced
349	PP Patten & Patten Chattanooga, Tennessee	$3.03M	-$77.1K	2	0.33%	Reduced
350	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.03M	-$223K	1	0.29%	Reduced