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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	KAM Kopion Asset Management Mckinney, Texas	$4.29M	+$396K	1	3.34%	Increased
377	Brinker Capital Investments Berwyn, Pennsylvania	$4.27M	+$808K	5	0.04%	Increased
378	Orion Portfolio Solutions Omaha, Nebraska	$4.27M	+$808K	5	0.04%	Increased
379	First Manhattan New York	$4.2M	-$1.91M	3	0.01%	Reduced
380	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.19M	+$1.17M	1	2.25%	Increased
381	AGAM Avalon Global Asset Management San Francisco, California	$4.08M	+$609K	1	0.57%	Increased
382	Osaic Holdings Scottsdale, Arizona	$4.07M	+$581K	10	0.01%	Increased
383	RG Renaissance Group Covington, Kentucky	$4.05M	-$327K	1	0.18%	Reduced
384	WW Waterfront Wealth Overland Park, Kansas	$4.05M	-$40.2K	1	0.99%	Reduced
385	HW Hedeker Wealth Lincolnshire, Illinois	$4.03M	+$314K	1	1.08%	Increased
386	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.95M	+$1.67M	7	0.02%	Increased
387	Crossmark Global Holdings Houston, Texas	$3.89M	+$14.7K	5	0.07%	Increased
388	LG Leuthold Group Minneapolis, Minnesota	$3.88M	-$161K	1	0.5%	Reduced
389	M&T Bank Buffalo, New York	$3.84M	-$2.27M	5	0.01%	Reduced
390	Xponance Philadelphia, Pennsylvania	$3.83M	-$141K	6	0.04%	Reduced
391	NIMC Nierenberg Investment Management Company Camas, Washington	$3.79M	+$926K	1	2.07%	Increased
392	MML Investors Services Springfield, Massachusetts	$3.76M	+$1.5M	5	0.01%	Increased
393	Vanguard Personalized Indexing Management Oakland, California	$3.74M	+$309K	7	0.06%	Increased
394	Zevenbergen Capital Investments Edmonds, Washington	$3.74M	-$15.5K	1	0.09%	Reduced
395	HCM Hilton Capital Management Garden City, New York	$3.68M	+$200K	2	0.31%	Increased
396	Ethic Inc New York	$3.67M	+$945K	5	0.07%	Increased
397	Wolverine Trading Chicago, Illinois	$3.62M	-$1.6M	4	0%	Reduced
398	AIM Aigen Investment Management New York	$3.6M	+$2.21M	6	0.57%	Increased
399	EI EAM Investors Solana Beach, California	$3.6M	-$25.3M	2	0.62%	Reduced
400	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$3.58M	+$1.08M	3	0.48%	Increased