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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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$822K	+$328K	1	0.05%	Increased
377	Advisors Asset Management Monument, Colorado	$806K	-$80.7K	1	0.01%	Reduced
378	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$805K	+$131K	1	0.01%	Increased
379	UFF USA Financial Formulas Ada, Michigan	$793K	-$127K	1	0.24%	Reduced
380	BlueCrest Capital Management St Helier, Jersey	$776K	-$2.6M	2	0.02%	Reduced
381	WAS Winch Advisory Services Appleton, Wisconsin	$769K	+$742K	1	0.42%	New
382	People's United Financial Bridgeport, Connecticut	$762K	$0	2	0.04%	Maintained
383	O'Shaughnessy Asset Management Stamford, Connecticut	$740K	+$454K	1	0.02%	Increased
384	UBS O'Connor Chicago, Illinois	$728K	+$706K	1	0.01%	New
385	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$706K	+$751K	1	1.64%	New
386	RCM Riverhead Capital Management Wilmington, Delaware	$672K	$0	1	0.01%	Maintained
387	NA Navellier & Associates Reno, Nevada	$668K	-$495K	2	0.06%	Reduced
388	ETrade Capital Management Arlington, Virginia	$665K	+$7.62K	1	0.04%	Increased
389	RegentAtlantic Capital Morristown, New Jersey	$659K	+$624K	1	0.06%	Increased
390	Destination Wealth Management Walnut Creek, California	$658K	+$700K	1	0.04%	New
391	Numeric Investors Boston, Massachusetts	$645K	+$630K	2	0.01%	New
392	Laurion Capital Management New York	$642K	-$252K	2	0.01%	Reduced
393	PCMI Princeton Capital Management Inc Princeton, New Jersey	$636K	+$65.2K	1	0.34%	Increased
394	CIC Cornercap Investment Counsel Atlanta, Georgia	$617K	-$34.6K	1	0.11%	Reduced
395	PAM Paradigm Asset Management New York	$616K	$0	2	0.07%	Maintained
396	Advisory Services Network Atlanta, Georgia	$601K	+$590K	2	0.18%	Increased
397	Bowen Hanes & Co Ponte Vedra Beach, Florida	$589K	+$627K	1	0.03%	New
398	FA FDx Advisors Chicago, Illinois	$588K	+$24.3K	1	0.03%	Increased
399	JGUA John G. Ullman & Associates Corning, New York	$585K	+$564K	1	0.11%	New
400	BBCM Boardman Bay Capital Management New York	$583K	-$2.97M	1	0.44%	Reduced