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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	Sculptor Capital New York	$1.32M	-$4.42M	2	0.01%	Reduced
377	RAM Riggs Asset Management Dallas, Pennsylvania	$1.31M	+$21.9K	1	0.53%	Increased
378	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.3M	+$1.5M	1	0.12%	New
379	Catalyst Capital Advisors Huntington, New York	$1.29M	-$1.13M	1	0.05%	Reduced
380	EIM Essex Investment Management Boston, Massachusetts	$1.28M	-$1.95M	1	0.17%	Reduced
381	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.27M	+$1.21M	1	0.01%	New
382	M&T Bank Buffalo, New York	$1.26M	-$484K	2	0.01%	Reduced
383	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.25M	+$1.03M	1	0.17%	Increased
384	DCM Dupont Capital Management Wilmington, Delaware	$1.25M	-$1.59M	1	0.03%	Reduced
385	TA Teton Advisors Rye, New York	$1.24M	+$601K	1	0.11%	Increased
386	US Bancorp Minneapolis, Minnesota	$1.2M	-$98.1K	9	0%	Reduced
387	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.19M	+$43.6K	6	0.02%	Increased
388	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.19M	+$848K	1	0.82%	Increased
389	AHL Partners London, United Kingdom	$1.19M	-$654K	1	0.02%	Reduced
390	Pacer Advisors Malvern, Pennsylvania	$1.19M	-$28.2K	2	0.08%	Reduced
391	PCM Portolan Capital Management Boston, Massachusetts	$1.17M	-$2.56M	1	0.13%	Reduced
392	SCM Stevens Capital Management Radnor, Pennsylvania	$1.16M	-$122K	3	0.05%	Reduced
393	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.16M	+$1.35M	1	0.93%	New
394	PIA Piedmont Investment Advisors Durham, North Carolina	$1.15M	-$597K	2	0.02%	Reduced
395	Ladenburg Thalmann Financial Services Miami, Florida	$1.15M	+$250K	8	0.01%	Increased
396	EP Elkfork Partners Portland, Oregon	$1.15M	+$224K	5	0.03%	Increased
397	Oppenheimer Asset Management New York	$1.13M	-$71K	1	0.03%	Reduced
398	FPF FNY Partners Fund New York	$1.13M	+$1.19M	2	0.19%	New
399	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.11M	+$12.2K	1	0.02%	Increased
400	LCM Legato Capital Management San Francisco, California	$1.09M	-$149K	2	0.16%	Reduced