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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	DTL Dynamic Technology Lab Singapore	$2.26M	-$1.47M	3	0.24%	Reduced
377	GAMCO Investors Greenwich, Connecticut	$2.2M	-$374K	1	0.02%	Reduced
378	GIPM G2 Investment Partners Management New York	$2.2M	+$1.94M	1	0.64%	New
379	VF Virtu Financial New York	$2.19M	+$697K	4	0.17%	Increased
380	Modera Wealth Management Westwood, New Jersey	$2.16M	-$240K	1	0.04%	Reduced
381	Vanguard Personalized Indexing Management Oakland, California	$2.15M	+$720K	4	0.06%	Increased
382	Covea Finance Paris, France	$2.09M	+$1.73M	1	0.1%	New
383	MML Investors Services Springfield, Massachusetts	$2.07M	-$596K	4	0.01%	Reduced
384	Kovitz Investment Group Partners Chicago, Illinois	$2.07M	-$248K	1	0.03%	Reduced
385	2C 272 Capital Dallas, Texas	$2.05M	-$1.75M	1	0.69%	Reduced
386	HW Hedeker Wealth Lincolnshire, Illinois	$2.05M	-$756K	1	0.65%	Reduced
387	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.02M	-$224K	5	0.08%	Reduced
388	Nisa Investment Advisors St. Louis, Missouri	$2.02M	+$24.5K	8	0.01%	Increased
389	LAM LECAP Asset Management London, United Kingdom	$2.01M	+$1.91M	2	0.73%	New
390	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2M	+$544K	1	0.02%	Increased
391	VIG Vienna Insurance Group Warsaw, Poland	$1.99M	$0	1	0.92%	Maintained
392	Private Advisor Group Morristown, New Jersey	$1.98M	+$25.2K	3	0.02%	Increased
393	Bahl & Gaynor Cincinnati, Ohio	$1.95M	+$139K	2	0.01%	Increased
394	PCMH Polymer Capital Management (HK) Hong Kong	$1.93M	+$1.31M	1	0.67%	New
395	WW Waterfront Wealth Overland Park, Kansas	$1.93M	-$27.8K	1	0.57%	Reduced
396	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.92M	+$73.8K	1	0.8%	Increased
397	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$1.92M	-$2.04M	2	0.29%	Reduced
398	RAM Redmond Asset Management Henrico, Virginia	$1.91M	-$17.7K	1	0.62%	Reduced
399	PCM Prelude Capital Management New York	$1.9M	+$649K	3	0.13%	Increased
400	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$1.88M	+$1.55M	1	0.04%	New