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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	Segall Bryant & Hamill Chicago, Illinois	$4.42M	+$2.22M	1	0.04%	Increased
327	Gotham Asset Management New York	$4.4M	-$1.84M	3	0.19%	Reduced
328	State of Alaska Department of Revenue Juneau, Alaska	$4.35M	-$7.33K	5	0.04%	Reduced
329	CI Investments Inc Toronto, Ontario, Canada	$4.35M	-$678K	1	0.02%	Reduced
330	HCM Horrell Capital Management Little Rock, Arkansas	$4.34M	-$1.55M	2	1.6%	Reduced
331	Capital Markets Trading (UK) London, United Kingdom	$4.32M	-$8.34M	1	0.07%	Reduced
332	Lido Advisors Los Angeles, California	$4.28M	+$275K	1	0.06%	Increased
333	HJIM Henry James International Management New York	$4.27M	+$307K	1	1.22%	Increased
334	Madison Asset Management Madison, Wisconsin	$4.26M	-$6.06K	1	0.06%	Reduced
335	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.24M	-$455K	3	0.14%	Reduced
336	Oppenheimer & Co New York	$4.19M	+$888K	4	0.08%	Increased
337	Public Employees Retirement Association of Colorado Denver, Colorado	$4.18M	$0	6	0.02%	Maintained
338	ACM AlphaCrest Capital Management New York	$4.12M	+$1.2M	4	0.18%	Increased
339	SAM Sycomore Asset Management Paris, France	$4.11M	-$3.34M	1	0.57%	Reduced
340	CIA Covington Investment Advisors Ligonier, Pennsylvania	$4.08M	+$3.95M	1	0.89%	New
341	SC Shay Capital New York	$4.07M	+$3.21M	4	0.47%	Increased
342	Vident Investment Advisory Alpharetta, Georgia	$4.02M	+$347K	7	0.12%	Increased
343	ACM Argent Capital Management St Louis, Missouri	$4M	+$90.7K	2	0.13%	Increased
344	TCM Tieton Capital Management Yakima, Washington	$3.97M	-$1.11M	1	2.11%	Reduced
345	Zurich Cantonal Bank Zurich, Switzerland	$3.91M	+$552K	6	0.02%	Increased
346	ARM Adirondack Research & Management Guilderland, New York	$3.89M	-$870K	3	4.55%	Reduced
347	PCA Providence Capital Advisors Charlotte, North Carolina	$3.89M	+$82.6K	1	1.26%	Increased
348	Tudor Investment Corp Stamford, Connecticut	$3.88M	-$4.86M	4	0.07%	Reduced
349	Markel Group Glen Allen, Virginia	$3.78M	+$3.42M	1	0.05%	New
350	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.77M	-$3.46K	3	0.07%	Reduced