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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
376	OA OFI Advisors Philadelphia, Pennsylvania	$733K	+$72K	4	0.06%	Increased
377	FM Forward Management San Francisco, California	$730K	+$714K	2	0.04%	New
378	RCM Riverhead Capital Management Wilmington, Delaware	$720K	+$736K	1	0.02%	New
379	Highbridge Capital Management New York	$714K	-$3.28M	1	0.01%	Reduced
380	BIG Blackthorn Investment Group Overland Park, Kansas	$704K	-$48.8K	2	0.77%	Reduced
381	PSC Piper Sandler & Co Minneapolis, Minnesota	$683K	+$252K	3	0.59%	Increased
382	KeyBank National Association Cleveland, Ohio	$667K	-$160K	2	0.01%	Reduced
383	Douglas C. Lane & Associates New York	$666K	-$278K	1	0.02%	Reduced
384	Wolverine Asset Management Chicago, Illinois	$666K	+$570K	1	0.01%	Increased
385	Tower Research Capital (TRC) New York	$663K	+$588K	6	0.09%	Increased
386	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$646K	$0	1	0.07%	Maintained
387	FAM Fortaleza Asset Management Chicago, Illinois	$641K	-$1.05M	1	0.33%	Reduced
388	WC Wexford Capital West Palm Beach, Florida	$637K	-$518K	1	0.05%	Reduced
389	CL Croft-Leominster Baltimore, Maryland	$631K	$0	2	0.1%	Maintained
390	FCI Financial Counselors Inc Overland Park, Kansas	$620K	+$8.78K	1	0.04%	Increased
391	WIS Wright Investors Service Shelton, Connecticut	$616K	-$35.9K	1	0.28%	Reduced
392	ZCM Zebra Capital Management Stamford, Connecticut	$594K	+$294K	1	0.25%	Increased
393	SEC Seven Eight Capital New York	$589K	+$512K	1	0.51%	Increased
394	LIM Leavell Investment Management Mobile, Alabama	$588K	-$64.4K	1	0.1%	Reduced
395	RHBC R.H. Bluestein & Co Birmingham, Michigan	$587K	+$300K	1	0.04%	Increased
396	Creative Planning Overland Park, Kansas	$577K	+$334K	4	0.01%	Increased
397	CL CSS LLC Chicago, Illinois	$573K	-$1.25M	1	0.03%	Reduced
398	GMIM General Motors Investment Management New York	$557K	+$249K	2	0.05%	Increased
399	Fifth Third Bancorp Cincinnati, Ohio	$552K	+$968	2	0.01%	Increased
400	KG Killen Group Berwyn, Pennsylvania	$549K	-$20.6M	1	0.03%	Reduced