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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	Zurich Insurance Group Zurich, Switzerland	$1.38M	+$1.29M	1	0.03%	New
377	Tudor Investment Corp Stamford, Connecticut	$1.36M	+$550K	2	0.03%	Increased
378	CIC Chase Investment Counsel Charlottesville, Virginia	$1.35M	+$1.26M	1	0.8%	New
379	Oppenheimer Asset Management New York	$1.33M	+$101K	2	0.03%	Increased
380	RCM Riverhead Capital Management Wilmington, Delaware	$1.27M	+$42K	5	0.06%	Increased
381	Korea Investment Corp Seoul, South Korea	$1.25M	$0	1	0.01%	Maintained
382	M&T Bank Buffalo, New York	$1.23M	-$546K	1	0.01%	Reduced
383	SA Springowl Associates New York	$1.21M	-$378K	1	1.72%	Reduced
384	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.2M	+$792K	1	0.06%	Increased
385	Old Mission Capital Chicago, Illinois	$1.19M	+$1.15M	1	0.12%	New
386	ACM Alight Capital Management New York	$1.16M	+$1.12M	1	1.19%	New
387	Panagora Asset Management Boston, Massachusetts	$1.16M	+$536K	3	0.01%	Increased
388	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.13M	+$36.1K	2	0.16%	Increased
389	CRA Circle Road Advisors New York	$1.12M	+$1.08M	1	1.06%	New
390	CCG Ceeto Capital Group Coral Gables, Florida	$1.1M	+$595K	2	0.91%	Increased
391	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.1M	+$18.4K	1	1.57%	Increased
392	HIS Horizon Investment Services Hammond, Indiana	$1.08M	+$1.01M	1	0.85%	New
393	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.08M	-$1.42M	1	0.01%	Reduced
394	Gateway Investment Advisers Cincinnati, Ohio	$1.08M	+$7.7K	2	0.01%	Increased
395	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1.08M	+$1.24M	1	0.49%	New
396	AIC Aurora Investment Counsel Atlanta, Georgia	$1.07M	+$217K	1	0.58%	Increased
397	DC Diametric Capital Boston, Massachusetts	$1.06M	+$398K	1	0.82%	Increased
398	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.06M	-$418K	1	0.33%	Reduced
399	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.05M	+$952K	2	0.1%	Increased
400	SWM Segment Wealth Management Houston, Texas	$1.03M	-$315K	1	0.26%	Reduced