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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	Jump Financial Chicago, Illinois	$3.96M	-$1.14M	4	0.11%	Reduced
352	Allianz Asset Management Munich, Germany	$3.93M	+$479K	3	0.01%	Increased
353	M&T Bank Buffalo, New York	$3.93M	+$714K	4	0.01%	Increased
354	iA Global Asset Management Quebec, Quebec, Canada	$3.9M	+$4.16M	1	0.08%	New
355	Capstone Investment Advisors New York	$3.87M	+$3.4M	4	0.01%	Increased
356	GIPM G2 Investment Partners Management New York	$3.86M	+$1.99M	2	1.02%	Increased
357	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.8M	+$681K	1	0.46%	Increased
358	Pictet Asset Management Carouge, Switzerland	$3.8M	+$432K	7	0%	Increased
359	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.72M	+$119K	3	0.02%	Increased
360	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.69M	-$76.9K	1	0.52%	Reduced
361	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.67M	+$3.06M	1	0.33%	New
362	HCM Hilton Capital Management Garden City, New York	$3.67M	+$2.06M	2	0.33%	Increased
363	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.66M	+$3.19M	2	0.85%	Increased
364	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.62M	$0	5	0.46%	Maintained
365	Hillsdale Investment Management Toronto, Ontario, Canada	$3.6M	+$3.55M	1	0.28%	New
366	Vontobel Holding Zurich, Switzerland	$3.55M	+$2.22M	3	0.03%	Increased
367	Brinker Capital Investments Berwyn, Pennsylvania	$3.52M	+$156K	5	0.04%	Increased
368	Orion Portfolio Solutions Omaha, Nebraska	$3.52M	+$156K	5	0.04%	Increased
369	Y-Intercept (HK) Hong Kong	$3.51M	+$2.32M	2	0.26%	Increased
370	OLA Oliver Luxxe Assets Gladstone, New Jersey	$3.45M	+$2.01M	1	0.72%	Increased
371	HJIM Henry James International Management New York	$3.45M	+$396K	1	1.06%	Increased
372	Dana Investment Advisors Waukesha, Wisconsin	$3.4M	+$3.65M	1	0.11%	New
373	SI Sapience Investments Newport Beach, California	$3.39M	+$3.53M	2	1.12%	New
374	JSC Jackson Square Capital San Francisco, California	$3.37M	+$3.05M	1	0.87%	New
375	OIM Orca Investment Management Roseburg, Oregon	$3.36M	-$39.1K	1	3.15%	Reduced