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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	TA Teton Advisors Rye, New York	$2.15M	+$1.09M	3	0.21%	Increased
352	LCM Landscape Capital Management Englewood, New Jersey	$2.13M	+$1.52M	3	0.2%	Increased
353	Erste Asset Management Vienna, Austria	$2.12M	+$791K	1	0.12%	Increased
354	FBCM Fort Baker Capital Management Larkspur, California	$2.12M	+$1.38M	1	1.27%	Increased
355	Zurich Cantonal Bank Zurich, Switzerland	$2.11M	-$619K	7	0.02%	Reduced
356	Los Angeles Capital Management Los Angeles, California	$2.09M	+$1.35M	3	0.01%	Increased
357	O'Shaughnessy Asset Management Stamford, Connecticut	$2.08M	+$264K	2	0.05%	Increased
358	Profund Advisors Bethesda, Maryland	$2.06M	+$452K	3	0.1%	Increased
359	First Citizens Bank & Trust Raleigh, North Carolina	$2.06M	+$384K	1	0.23%	Increased
360	NIS National Investment Services Milwaukee, Wisconsin	$2.05M	-$74.2K	1	2.24%	Reduced
361	Manning & Napier Group Fairport, New York	$2.05M	+$93.8K	1	0.02%	Increased
362	DWA Dorsey Wright & Associates Pasadena, California	$2.04M	+$314K	2	0.49%	Increased
363	Bahl & Gaynor Cincinnati, Ohio	$2M	-$34.4K	1	0.02%	Reduced
364	EP Elkfork Partners Portland, Oregon	$1.98M	+$170K	4	0.05%	Increased
365	WSCM Wellington Shields Capital Management New York	$1.96M	$0	1	0.33%	Maintained
366	HP Harbourvest Partners Boston, Massachusetts	$1.96M	+$2.18M	1	0.69%	New
367	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.93M	$0	2	0.08%	Maintained
368	PCM Prelude Capital Management New York	$1.93M	-$1.38M	5	0.11%	Reduced
369	TA Townsend & Associates Westminster, Colorado	$1.93M	-$33.5K	1	1.94%	Reduced
370	Xact Kapitalforvaltning Stockholm, Sweden	$1.93M	$0	4	0.04%	Maintained
371	Amalgamated Bank New York	$1.92M	+$63.6K	4	0.05%	Increased
372	Voloridge Investment Management Jupiter, Florida	$1.92M	+$280K	2	0.06%	Increased
373	FP Foundry Partners Minneapolis, Minnesota	$1.91M	+$14.6K	1	0.08%	Increased
374	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.91M	-$3.37K	1	0.34%	Reduced
375	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.87M	+$577K	1	0.08%	Increased