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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	PHS Pekin Hardy Strauss Chicago, Illinois	$3.42M	+$125K	2	0.49%	Increased
352	SBL Sargent Bickham Lagudis Boulder, Colorado	$3.41M	+$123K	3	0.28%	Increased
353	BC Breakline Capital New York	$3.39M	+$3.67M	1	2.79%	New
354	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.39M	-$31.3K	3	0.07%	Reduced
355	ARM Adirondack Research & Management Guilderland, New York	$3.37M	-$38.3K	3	4.09%	Reduced
356	TAL TIG Advisors LLC New York	$3.36M	-$6.18M	2	0.15%	Reduced
357	SM Saya Management New York	$3.35M	-$3.69M	1	2.82%	Reduced
358	FP Foundry Partners Minneapolis, Minnesota	$3.33M	+$788K	1	0.12%	Increased
359	ACM Argent Capital Management St Louis, Missouri	$3.3M	-$345K	1	0.1%	Reduced
360	LM Luminus Management Houston, Texas	$3.12M	+$1.04M	1	0.66%	Increased
361	GP Girard Partners King Of Prussia, Pennsylvania	$3.08M	+$236K	1	0.39%	Increased
362	Los Angeles Capital Management Los Angeles, California	$3.06M	-$153K	3	0.01%	Reduced
363	RIL Rothschild Investment LLC Chicago, Illinois	$3.03M	-$9.39K	2	0.25%	Reduced
364	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.01M	+$711K	2	0.01%	Increased
365	Simplex Trading Chicago, Illinois	$3M	-$45.8K	7	0%	Reduced
366	ACM AlphaCrest Capital Management New York	$3M	-$890K	4	0.16%	Reduced
367	PCM Prelude Capital Management New York	$2.96M	-$411K	2	0.08%	Reduced
368	Burney Company Reston, Virginia	$2.91M	+$1.09M	1	0.14%	Increased
369	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.89M	+$99.6K	1	0.5%	Increased
370	Handelsbanken Fonder Stockholm, Sweden	$2.88M	$0	3	0.02%	Maintained
371	CYG Clean Yield Group Norwich, Vermont	$2.87M	-$56.1K	2	0.94%	Reduced
372	SGA Strategic Global Advisors Newport Beach, California	$2.86M	+$2.05M	2	0.42%	Increased
373	Virginia Retirement Systems Richmond, Virginia	$2.86M	-$427K	2	0.03%	Reduced
374	PFM Parsec Financial Management Asheville, North Carolina	$2.8M	+$1.83M	1	0.12%	Increased
375	Cetera Investment Advisers Schaumburg, Illinois	$2.8M	-$310K	4	0.04%	Reduced