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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	Twin Tree Management Dallas, Texas	$5.61M	+$3.78M	3	0.01%	Increased
327	Congress Asset Management Boston, Massachusetts	$5.53M	+$100K	2	0.04%	Increased
328	PCA Providence Capital Advisors Charlotte, North Carolina	$5.49M	+$57.9K	1	1.2%	Increased
329	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.43M	-$1.01M	4	0.11%	Reduced
330	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.41M	$0	4	0.19%	Maintained
331	LCM Legato Capital Management San Francisco, California	$5.36M	-$340K	3	0.72%	Reduced
332	Kovitz Investment Group Partners Chicago, Illinois	$5.33M	+$2.72M	1	0.05%	Increased
333	US Bancorp Minneapolis, Minnesota	$5.32M	+$200K	9	0.01%	Increased
334	Hillsdale Investment Management Toronto, Ontario, Canada	$5.23M	-$130K	1	0.41%	Reduced
335	M&T Bank Buffalo, New York	$5.15M	+$476K	4	0.02%	Increased
336	TCM Tieton Capital Management Yakima, Washington	$5.13M	+$7.72K	2	2.85%	Increased
337	Tower Research Capital (TRC) New York	$5.1M	+$3.35M	11	0.09%	Increased
338	Jump Financial Chicago, Illinois	$5.08M	+$802K	3	0.1%	Increased
339	SP Summit Partners Boston, Massachusetts	$5.07M	$0	1	0.3%	Maintained
340	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$5.04M	+$4.18M	1	3.27%	New
341	CCM Cinctive Capital Management New York	$4.95M	+$2.41M	4	0.24%	Increased
342	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.91M	-$558K	7	0.01%	Reduced
343	FG Formula Growth Montreal, Quebec, Canada	$4.87M	-$1.11M	1	1.77%	Reduced
344	Thompson Siegel & Walmsley Richmond, Virginia	$4.87M	+$4.79M	1	0.08%	New
345	Davenport & Co Richmond, Virginia	$4.86M	-$87.7K	1	0.03%	Reduced
346	GCP GSA Capital Partners London, United Kingdom	$4.85M	+$2.14M	3	0.34%	Increased
347	Cerity Partners New York	$4.84M	-$262K	4	0.01%	Reduced
348	First Manhattan New York	$4.77M	-$190K	3	0.02%	Reduced
349	Group One Trading Chicago, Illinois	$4.65M	-$1.38M	10	0.02%	Reduced
350	TSS Two Sigma Securities New York	$4.65M	+$1.89M	9	0.06%	Increased