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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
351	FAM Formidable Asset Management Cincinnati, Ohio	$605K	+$594K	1	0.41%	New
352	TD Asset Management Toronto, Ontario, Canada	$586K	+$20.1K	1	0%	Increased
353	SAM Securian Asset Management St Paul, Minnesota	$582K	-$19.1K	2	0.02%	Reduced
354	BCM Buckhead Capital Management Atlanta, Georgia	$574K	+$490K	1	0.07%	New
355	Baker Avenue Asset Management San Francisco, California	$565K	-$2.32M	2	0.11%	Reduced
356	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$565K	-$627K	2	0.01%	Reduced
357	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$555K	+$109K	1	0.04%	Increased
358	NA Navellier & Associates Reno, Nevada	$543K	+$25.8K	1	0.02%	Increased
359	Virginia Retirement Systems Richmond, Virginia	$527K	+$491K	1	0.01%	New
360	Credit Agricole Montrouge Cedex, France	$520K	+$179K	2	0%	Increased
361	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$519K	+$530K	1	0.42%	New
362	Wedbush Securities Los Angeles, California	$500K	-$190K	1	0.12%	Reduced
363	CAM Carret Asset Management New York	$497K	-$118K	1	0.1%	Reduced
364	CCG Chatham Capital Group Savannah, Georgia	$491K	$0	1	0.2%	Maintained
365	PSC Piper Sandler & Co Minneapolis, Minnesota	$490K	+$497K	2	0.41%	New
366	AC Amici Capital New York	$487K	+$451K	1	0.02%	New
367	First Manhattan New York	$480K	-$103K	2	0%	Reduced
368	PCMI Princeton Capital Management Inc Princeton, New Jersey	$480K	-$20K	1	0.38%	Reduced
369	PAM Paradigm Asset Management New York	$465K	$0	2	0.07%	Maintained
370	PM Parametrica Management Wanchai, Hong Kong	$462K	+$465K	2	1.27%	New
371	Scotia Capital Toronto, Ontario, Canada	$461K	+$8.21K	2	0.01%	Increased
372	AL AJO LP Philadelphia, Pennsylvania	$459K	+$428K	1	0%	New
373	Regions Financial Corp Birmingham, Alabama	$457K	+$465K	1	0.01%	New
374	BCM Bluefin Capital Management New York	$454K	+$452K	1	0.04%	New
375	QIM Quest Investment Management Lake Oswego, Oregon	$441K	+$61.9K	1	0.04%	Increased