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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	ZDA Zweig-DiMenna Associates New York	$2.99M	$0	1	0.57%	Maintained
377	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.99M	-$41.5K	3	0.07%	Reduced
378	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.98M	$0	1	0.02%	Maintained
379	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.96M	+$104K	1	0.46%	Increased
380	Kestra Advisory Services Austin, Texas	$2.94M	+$515K	4	0.03%	Increased
381	TCM Tieton Capital Management Yakima, Washington	$2.93M	-$67.9K	1	2.03%	Reduced
382	CM Crestline Management Fort Worth, Texas	$2.92M	+$1.21M	1	0.38%	Increased
383	Old Mission Capital Chicago, Illinois	$2.89M	-$4.36M	3	0.08%	Reduced
384	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.89M	-$426K	3	0.25%	Reduced
385	RIL Rothschild Investment LLC Chicago, Illinois	$2.88M	+$54.8K	2	0.26%	Increased
386	Hancock Whitney Gulfport, Mississippi	$2.87M	-$130K	3	0.11%	Reduced
387	ACM Argent Capital Management St Louis, Missouri	$2.82M	-$223K	1	0.11%	Reduced
388	CS Comerica Securities Detroit, Michigan	$2.82M	+$104K	1	0.21%	Increased
389	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.8M	-$1.15M	3	0.13%	Reduced
390	OR Olympiad Research Stamford, Connecticut	$2.79M	+$548K	2	1.25%	Increased
391	FP Foundry Partners Minneapolis, Minnesota	$2.78M	$0	1	0.17%	Maintained
392	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.76M	$0	5	0.45%	Maintained
393	IAS IMA Advisory Services Denver, Colorado	$2.7M	-$471K	1	0.66%	Reduced
394	Private Advisor Group Morristown, New Jersey	$2.7M	+$217K	2	0.02%	Increased
395	Wasatch Advisors Salt Lake City, Utah	$2.7M	+$467K	1	0.02%	Increased
396	Empirical Wealth Management Seattle, Washington	$2.67M	+$2.79M	2	0.14%	Increased
397	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.66M	-$51.2K	2	0.34%	Reduced
398	KBC Group Brussels, Belgium	$2.64M	-$574K	3	0.01%	Reduced
399	ACM ACT Capital Management Wayne, Pennsylvania	$2.63M	+$1.18M	1	3.68%	Increased
400	EP Edgestream Partners Princeton, New Jersey	$2.62M	+$2.79M	2	0.21%	Increased