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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	CPA Court Place Advisors Ellicott City, Maryland	$554K	-$10.6K	1	0.38%	Reduced
377	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$550K	+$455K	2	0.02%	Increased
378	Fifth Third Bancorp Cincinnati, Ohio	$544K	-$10.3K	3	0%	Reduced
379	CC Courier Capital Buffalo, New York	$538K	-$20.6K	1	0.11%	Reduced
380	EEG E.E. Geduld	$534K	-$284K	2	0.33%	Reduced
381	RIM Regent Investment Management Louisville, Kentucky	$520K	+$24.1K	1	0.26%	Increased
382	LIM Leavell Investment Management Mobile, Alabama	$510K	-$34K	1	0.08%	Reduced
383	KG Killen Group Berwyn, Pennsylvania	$508K	$0	1	0.03%	Maintained
384	BCM Bluefin Capital Management New York	$500K	+$474K	1	0.02%	New
385	Massachusetts Financial Services Boston, Massachusetts	$499K	-$3.14M	1	0%	Reduced
386	SAM Securian Asset Management St Paul, Minnesota	$497K	-$15.9K	2	0.02%	Reduced
387	Baker Avenue Asset Management San Francisco, California	$474K	-$452K	1	0.07%	Reduced
388	HCM Horrell Capital Management Little Rock, Arkansas	$474K	+$475K	1	0.23%	New
389	ZCM Zebra Capital Management Stamford, Connecticut	$461K	-$162K	1	0.18%	Reduced
390	SIC Schwartz Investment Counsel Plymouth, Michigan	$451K	$0	1	0.03%	Maintained
391	MCM Mazama Capital Management Portland, Oregon	$448K	+$384K	1	0.12%	Increased
392	Bridgeway Capital Management Houston, Texas	$445K	-$513K	1	0.01%	Reduced
393	CL CSS LLC Chicago, Illinois	$445K	-$95.1K	1	0.02%	Reduced
394	Virginia Retirement Systems Richmond, Virginia	$438K	-$2.26K	1	0.01%	Reduced
395	MCC Mid Continent Capital Chicago, Illinois	$422K	+$129K	1	0.02%	Increased
396	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$422K	+$6.04K	1	0.3%	Increased
397	Douglas C. Lane & Associates New York	$419K	-$268K	1	0.01%	Reduced
398	TMC Trellus Management Company Delray Beach, Florida	$401K	+$371K	1	0.34%	New
399	Truist Financial Charlotte, North Carolina	$398K	+$162K	1	0.01%	Increased
400	Commerzbank Aktiengesellschaft Frankfurt, Germany	$393K	-$1.74M	2	0%	Reduced