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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	Nomura Holdings Tokyo, Japan	$1.43M	+$1.27M	2	0%	Increased
377	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.42M	-$151K	2	0.95%	Reduced
378	Ameritas Investment Partners Lincoln, Nebraska	$1.41M	$0	2	0.07%	Maintained
379	RAM Riggs Asset Management Dallas, Pennsylvania	$1.41M	+$1.45M	1	0.7%	New
380	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.4M	-$219K	6	0%	Reduced
381	Nisa Investment Advisors St. Louis, Missouri	$1.37M	+$3.68K	5	0.02%	Increased
382	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.33M	-$158K	5	0.17%	Reduced
383	AHL Partners London, United Kingdom	$1.33M	-$29.4K	3	0.04%	Reduced
384	Oberweis Asset Management Lisle, Illinois	$1.31M	+$139K	1	0.39%	Increased
385	Barings Charlotte, North Carolina	$1.31M	+$202K	2	0.03%	Increased
386	ICRM Insight Capital Research & Management Walnut Creek, California	$1.3M	-$2.18M	1	0.69%	Reduced
387	SCM Suffolk Capital Management New York	$1.28M	-$1.74M	1	0.18%	Reduced
388	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.28M	+$358K	2	0.02%	Increased
389	Envestnet Asset Management Chicago, Illinois	$1.26M	-$188K	7	0%	Reduced
390	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.26M	+$1.3M	1	0.01%	New
391	BCM Bayesian Capital Management Brooklyn, New York	$1.26M	+$828K	1	0.31%	Increased
392	P8IP Pier 88 Investment Partners San Francisco, California	$1.24M	+$1.3M	2	0.71%	New
393	TFA Toth Financial Advisory Leesburg, Virginia	$1.2M	+$11.6K	1	0.34%	Increased
394	First Manhattan New York	$1.19M	-$28.2K	3	0.01%	Reduced
395	Hancock Whitney Gulfport, Mississippi	$1.18M	-$173K	1	0.04%	Reduced
396	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.17M	+$96.1K	1	0.02%	Increased
397	Ladenburg Thalmann Financial Services Miami, Florida	$1.14M	-$7.07K	8	0.02%	Reduced
398	Creative Planning Overland Park, Kansas	$1.13M	-$117K	7	0.01%	Reduced
399	Amalgamated Bank New York	$1.1M	+$332K	4	0.05%	Increased
400	LSV Asset Management Chicago, Illinois	$1.09M	-$5.13M	1	0%	Reduced