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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	PP Patten & Patten Chattanooga, Tennessee	$2.25M	-$499K	1	0.22%	Reduced
377	ProShare Advisors Bethesda, Maryland	$2.25M	-$172K	4	0.01%	Reduced
378	Old Mission Capital Chicago, Illinois	$2.24M	+$2.23M	1	0.18%	Increased
379	TA Teton Advisors Rye, New York	$2.22M	-$56.7K	2	0.38%	Reduced
380	Assenagon Asset Management Senningerberg, Luxembourg	$2.21M	+$1.46M	4	0.01%	Increased
381	CF CNA Financial Chicago, Illinois	$2.21M	+$1.81M	3	0.81%	Increased
382	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.21M	+$388K	1	0.22%	Increased
383	CM Crestline Management Fort Worth, Texas	$2.2M	+$1.53M	1	0.32%	Increased
384	Oberweis Asset Management Lisle, Illinois	$2.19M	+$581K	3	0.74%	Increased
385	PP Paloma Partners Greenwich, Connecticut	$2.18M	-$11.2M	5	0.06%	Reduced
386	RIL Rothschild Investment LLC Chicago, Illinois	$2.18M	+$1.22M	2	0.24%	Increased
387	CIBC World Market Toronto, Ontario, Canada	$2.17M	+$350K	2	0.01%	Increased
388	Virginia Retirement Systems Richmond, Virginia	$2.17M	-$883K	3	0.02%	Reduced
389	Trexquant Investment Stamford, Connecticut	$2.16M	+$2.17M	3	0.14%	Increased
390	Lido Advisors Los Angeles, California	$2.12M	+$379K	1	0.05%	Increased
391	GIPM G2 Investment Partners Management New York	$2.06M	-$3.39M	1	0.5%	Reduced
392	IFG Investors Financial Group Plymouth, Minnesota	$2.03M	-$236K	1	1.52%	Reduced
393	IFP Advisors Tampa, Florida	$2.02M	+$60.2K	5	0.12%	Increased
394	WSCM Wellington Shields Capital Management New York	$2.01M	-$663K	1	0.32%	Reduced
395	AMC Asset Management Corp Northbrook, Illinois	$2M	+$1.78M	3	1.21%	Increased
396	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$1.99M	$0	1	0.55%	Maintained
397	SW SkyOak Wealth Southfield, Michigan	$1.99M	-$126K	2	0.72%	Reduced
398	RHJA Rice Hall James & Associates San Diego, California	$1.97M	-$172K	1	0.08%	Reduced
399	United Capital Financial Advisors Irving, Texas	$1.95M	+$1.11M	1	0.01%	Increased
400	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.93M	$0	3	0.81%	Maintained