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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	LG LaFleur & Godfrey Grand Rapids, Michigan	$2.64M	+$261K	1	0.67%	Increased
377	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.61M	+$615K	1	0.28%	Increased
378	AIS AlphaOne Investment Services West Chester, Pennsylvania	$2.55M	-$2.56M	2	3.21%	Reduced
379	IFG Investors Financial Group Plymouth, Minnesota	$2.51M	-$1.89K	1	2.07%	Reduced
380	Lido Advisors Los Angeles, California	$2.5M	+$1.8M	1	0.08%	Increased
381	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.48M	+$255K	5	0.47%	Increased
382	AA AlphaMark Advisors Ft. Wright, Kentucky	$2.48M	-$11.1K	1	1.07%	Reduced
383	PFC Phocas Financial Corp Alameda, California	$2.46M	+$2.06M	1	0.44%	New
384	Putnam Investments Boston, Massachusetts	$2.43M	+$373K	1	0.01%	Increased
385	RC Roubaix Capital Denver, Colorado	$2.43M	+$357K	1	3.22%	Increased
386	PCM Prelude Capital Management New York	$2.36M	-$145K	6	0.13%	Reduced
387	DZ Bank Frankfurt Am Main, Germany	$2.36M	+$2.17M	1	0.01%	New
388	FP Foundry Partners Minneapolis, Minnesota	$2.36M	-$599K	1	0.12%	Reduced
389	Wolverine Trading Chicago, Illinois	$2.31M	+$45K	6	0.01%	Increased
390	CIBC World Market Toronto, Ontario, Canada	$2.31M	+$447K	4	0.01%	Increased
391	TA Teton Advisors Rye, New York	$2.27M	-$147K	2	0.36%	Reduced
392	Bridgeway Capital Management Houston, Texas	$2.27M	-$45.8K	2	0.05%	Reduced
393	BCM Bayesian Capital Management Brooklyn, New York	$2.22M	-$1.79M	5	0.49%	Reduced
394	SW SlateStone Wealth Jupiter, Florida	$2.22M	-$11.9K	1	0.5%	Reduced
395	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.21M	+$1.61M	1	0.02%	Increased
396	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.21M	-$435K	1	0.9%	Reduced
397	HT HAP Trading New York	$2.17M	+$117K	2	0.12%	Increased
398	OIA Optimum Investment Advisors Chicago, Illinois	$2.14M	+$489K	4	0.75%	Increased
399	Brinker Capital Berwyn, Pennsylvania	$2.13M	-$321K	3	0.07%	Reduced
400	GIM Grassi Investment Management Santa Clara, California	$2.13M	-$240K	1	0.31%	Reduced