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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	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.3M	-$11.4K	5	0.09%	Reduced
377	Bleakley Financial Group Fairfield, New Jersey	$2.29M	+$300K	1	0.07%	Increased
378	Simplicity Solutions Minneapolis, Minnesota	$2.29M	+$241K	1	0.06%	Increased
379	BC BIT Capital Berlin, Germany	$2.28M	+$2.45M	1	0.21%	New
380	Handelsbanken Fonder Stockholm, Sweden	$2.27M	-$157K	3	0.01%	Reduced
381	RAM Redmond Asset Management Henrico, Virginia	$2.26M	$0	1	0.73%	Maintained
382	ABN AMRO Investment Solutions Paris Cedex 008,	$2.26M	-$4.95M	1	0.05%	Reduced
383	TC TownSquare Capital Provo, Utah	$2.25M	+$239K	1	0.04%	Increased
384	AMG National Trust Bank Greenwood Village, Colorado	$2.22M	-$61.1K	1	0.07%	Reduced
385	UMB Bank Kansas City, Missouri	$2.17M	+$26.6K	4	0.03%	Increased
386	CI Investments Inc Toronto, Ontario, Canada	$2.16M	+$1.57M	3	0.01%	Increased
387	VIG Vienna Insurance Group Warsaw, Poland	$2.16M	$0	1	1%	Maintained
388	Nisa Investment Advisors St. Louis, Missouri	$2.15M	-$619K	8	0.02%	Reduced
389	CHM Collaborative Holdings Management New York	$2.15M	+$1.19M	2	8.46%	New
390	MIC Maxi Investments CY Limassol, Cyprus	$2.13M	+$2.28M	1	1.52%	New
391	Evergreen Capital Management Bellevue, Washington	$2.12M	+$87.4K	2	0.09%	Increased
392	M&T Bank Buffalo, New York	$2.12M	-$15.9K	3	0.01%	Reduced
393	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.1M	+$143K	1	0.19%	Increased
394	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.09M	-$61.1K	1	0.9%	Reduced
395	Bahl & Gaynor Cincinnati, Ohio	$2.08M	-$176K	2	0.01%	Reduced
396	Tower Research Capital (TRC) New York	$2.06M	+$450K	11	0.07%	Increased
397	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.05M	$0	3	0.73%	Maintained
398	PRC Pearl River Capital Niles, Michigan	$2.05M	+$885K	2	0.33%	Increased
399	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.04M	-$1.07M	1	0.07%	Reduced
400	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.98M	+$594	1	1%	Increased