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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	BlackRock New York	$770K	-$5.06M	7	0%	Reduced
352	FAM Fortaleza Asset Management Chicago, Illinois	$759K	+$144K	1	0.35%	Increased
353	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$750K	-$69.9K	1	0.32%	Reduced
354	Nisa Investment Advisors St. Louis, Missouri	$745K	-$37K	2	0.01%	Reduced
355	RCM Riverhead Capital Management Wilmington, Delaware	$742K	$0	1	0.01%	Maintained
356	M&T Bank Buffalo, New York	$738K	$0	2	0.03%	Maintained
357	CC ClearArc Capital Cincinnati, Ohio	$736K	+$698K	1	0.17%	New
358	MC Menta Capital San Francisco, California	$718K	+$659K	2	0.13%	New
359	TDC Thompson Davis & Co Richmond, Virginia	$683K	+$237K	4	0.99%	Increased
360	Picton Mahoney Asset Management Toronto, Ontario, Canada	$652K	-$281K	1	0.04%	Reduced
361	AQR Capital Management Greenwich, Connecticut	$636K	-$4.53M	1	0%	Reduced
362	Creative Planning Overland Park, Kansas	$633K	+$43.2K	4	0.01%	Increased
363	FCI Financial Counselors Inc Overland Park, Kansas	$627K	-$11.2K	1	0.04%	Reduced
364	SSG Summit Securities Group New York	$622K	+$620K	1	0.21%	Increased
365	WIS Wright Investors Service Shelton, Connecticut	$620K	-$14.4K	1	0.28%	Reduced
366	Advisors Asset Management Monument, Colorado	$619K	+$101K	2	0.01%	Increased
367	Old National Bancorp Evansville, Indiana	$613K	+$120K	2	0.05%	Increased
368	MP Manifold Partners San Francisco, California	$600K	+$603K	1	0.35%	New
369	FAM Formidable Asset Management Cincinnati, Ohio	$598K	+$601K	1	0.36%	New
370	GMIM General Motors Investment Management New York	$593K	+$72K	2	0.05%	Increased
371	Walleye Trading New York	$589K	-$716K	3	0.01%	Reduced
372	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$578K	-$29K	1	0.06%	Reduced
373	D.A. Davidson & Co Great Falls, Montana	$577K	+$116K	3	0.02%	Increased
374	Pictet Asset Management (UK) London, United Kingdom	$566K	+$569K	1	0%	New
375	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$555K	+$303K	2	0.01%	Increased