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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	BDS Banco de Sabadell Miami, Florida	$4.11M	+$3.48M	1	0.43%	New
327	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.05M	-$499K	3	0.17%	Reduced
328	Assenagon Asset Management Senningerberg, Luxembourg	$4.04M	+$1.02M	4	0.02%	Increased
329	Virginia Retirement Systems Richmond, Virginia	$4.02M	+$833K	4	0.04%	Increased
330	CM Crestline Management Fort Worth, Texas	$4M	+$948K	2	0.42%	Increased
331	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.98M	-$633K	4	0.02%	Reduced
332	United Capital Financial Advisors Irving, Texas	$3.97M	+$1.34M	2	0.02%	Increased
333	Amalgamated Bank New York	$3.91M	+$36.7K	5	0.15%	Increased
334	Tower Research Capital (TRC) New York	$3.9M	-$7.99M	10	0.12%	Reduced
335	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.89M	-$2.34M	2	1.02%	Reduced
336	DCM Dupont Capital Management Wilmington, Delaware	$3.86M	-$468K	4	0.08%	Reduced
337	WHP Washington Harbour Partners Arlington, Virginia	$3.85M	+$2.99M	1	0.71%	New
338	Lido Advisors Los Angeles, California	$3.83M	+$888K	2	0.08%	Increased
339	Zacks Investment Management Chicago, Illinois	$3.82M	-$5.74M	4	0.07%	Reduced
340	TCM Tieton Capital Management Yakima, Washington	$3.76M	-$126K	1	2.75%	Reduced
341	Summit Partners Public Asset Management Boston, Massachusetts	$3.72M	-$19.5M	1	0.17%	Reduced
342	FCA FinTrust Capital Advisors Greenville, South Carolina	$3.7M	+$308K	3	1.17%	Increased
343	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.62M	$0	5	0.56%	Maintained
344	ACM Argent Capital Management St Louis, Missouri	$3.6M	-$392K	2	0.13%	Reduced
345	BCM Barometer Capital Management Toronto, Ontario, Canada	$3.56M	+$2.76M	1	0.67%	New
346	Advisors Asset Management Monument, Colorado	$3.54M	+$9.01K	4	0.06%	Increased
347	CG Cutler Group San Francisco, California	$3.48M	+$1.7M	8	0.17%	Increased
348	IAS IMA Advisory Services Denver, Colorado	$3.45M	+$104K	1	0.97%	Increased
349	Madison Asset Management Madison, Wisconsin	$3.4M	+$2.86M	1	0.05%	New
350	TA Teton Advisors Rye, New York	$3.4M	-$43.1K	2	0.48%	Reduced