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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	William Blair & Company Chicago, Illinois	$1.19M	-$850K	3	0.01%	Reduced
377	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.18M	+$25.4K	1	0.13%	Increased
378	Benjamin F. Edwards & Company St. Louis, Missouri	$1.17M	+$188K	4	0.12%	Increased
379	KeyBank National Association Cleveland, Ohio	$1.17M	$0	2	0.01%	Maintained
380	PVAM Pacific View Asset Management San Francisco, California	$1.17M	+$240K	2	0.92%	Increased
381	AIC Aurora Investment Counsel Atlanta, Georgia	$1.15M	+$1.18M	1	0.56%	New
382	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.14M	-$12.7K	1	0.52%	Reduced
383	MC Menta Capital San Francisco, California	$1.13M	+$1.16M	1	0.26%	New
384	PIA Piedmont Investment Advisors Durham, North Carolina	$1.11M	-$393K	8	0.05%	Reduced
385	Envestnet Asset Management Chicago, Illinois	$1.11M	+$18.3K	6	0%	Increased
386	Zurich Cantonal Bank Zurich, Switzerland	$1.09M	+$23.1K	7	0.01%	Increased
387	MAM Meeder Asset Management Dublin, Ohio	$1.08M	+$986K	2	0.09%	Increased
388	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.07M	+$327K	1	1.1%	Increased
389	EIM Elephas Investment Management Hong Kong	$1.05M	+$831K	1	0.11%	New
390	Jane Street New York	$1.05M	-$19.7M	3	0%	Reduced
391	RCM Riverhead Capital Management Wilmington, Delaware	$1.05M	+$11.9K	6	0.04%	Increased
392	JCM Jafra Capital Management New York	$1.04M	-$732K	1	0.36%	Reduced
393	Wedge Capital Management Charlotte, North Carolina	$1.03M	-$184K	1	0.01%	Reduced
394	CI Cavalier Investments Alpharetta, Georgia	$1.01M	$0	1	0.34%	Maintained
395	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.01M	-$177K	1	0.28%	Reduced
396	WAM World Asset Management Detroit, Michigan	$1.01M	-$541K	1	0.05%	Reduced
397	Caprock Group Boise, Idaho	$993K	+$929K	2	0.21%	Increased
398	Gateway Investment Advisers Cincinnati, Ohio	$976K	$0	2	0.01%	Maintained
399	LIA LS Investment Advisors Bloomfield Hills, Michigan	$971K	+$106K	6	0.06%	Increased
400	CMANY Capital Management Associates (New York) New York	$967K	$0	2	1.21%	Maintained