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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	CI Investments Inc Toronto, Ontario, Canada	$4.71M	$0	4	0.02%	Maintained
352	CIA Covington Investment Advisors Ligonier, Pennsylvania	$4.64M	+$453K	1	0.97%	Increased
353	MCM Maytus Capital Management New York	$4.64M	-$1.44M	1	1.15%	Reduced
354	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.62M	+$268K	5	0.15%	Increased
355	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.61M	-$4.37M	2	0.02%	Reduced
356	WVP Worth Venture Partners Fort Lee, New Jersey	$4.61M	+$962K	1	2.13%	Increased
357	Winton Group London, United Kingdom	$4.47M	+$1.1M	5	0.23%	Increased
358	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$4.47M	+$4.66M	1	1.46%	New
359	Oppenheimer & Co New York	$4.43M	-$250K	4	0.08%	Reduced
360	HJIM Henry James International Management New York	$4.42M	-$82.4K	1	1.74%	Reduced
361	Polar Capital Holdings London, United Kingdom	$4.39M	+$1.46M	2	0.02%	Increased
362	HIM Herald Investment Management London, United Kingdom	$4.38M	+$1.28M	2	0.8%	Increased
363	Advisory Services Network Atlanta, Georgia	$4.35M	+$2.14M	3	0.13%	Increased
364	Engineers Gate Manager New York	$4.34M	+$1.65M	4	0.17%	Increased
365	SBL Sargent Bickham Lagudis Boulder, Colorado	$4.33M	+$336K	3	0.34%	Increased
366	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.33M	-$7.6M	1	0.43%	Reduced
367	OIM Orca Investment Management Roseburg, Oregon	$4.29M	$0	1	3.5%	Maintained
368	ZDA Zweig-DiMenna Associates New York	$4.25M	-$3.98M	1	0.57%	Reduced
369	Madison Asset Management Madison, Wisconsin	$4.23M	-$8.77K	1	0.06%	Reduced
370	Gabelli Funds Rye, New York	$4.18M	+$381K	1	0.03%	Increased
371	State of Alaska Department of Revenue Juneau, Alaska	$4.16M	+$30.3K	4	0.04%	Increased
372	Public Employees Retirement Association of Colorado Denver, Colorado	$4.12M	-$209K	6	0.02%	Reduced
373	KBC Group Brussels, Belgium	$4.08M	-$205K	4	0.02%	Reduced
374	FA Friess Associates Greenville, Delaware	$4.08M	+$4.38M	2	2.18%	New
375	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.08M	+$1.83M	3	0.02%	Increased