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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
401	PCM Palouse Capital Management Spokane, Washington	$313K	-$1.36K	1	0.12%	Reduced
402	Sculptor Capital New York	$310K	+$363K	1	0%	New
403	Truist Financial Charlotte, North Carolina	$307K	-$19.1K	1	0.01%	Reduced
404	QIM Quest Investment Management Lake Oswego, Oregon	$299K	$0	1	0.03%	Maintained
405	Whitebox Advisors Minneapolis, Minnesota	$295K	+$281K	1	0.01%	New
406	PAM Paradigm Asset Management New York	$295K	-$29.1K	1	0.04%	Reduced
407	Amalgamated Bank New York	$290K	+$157	2	0.04%	Increased
408	MCM Monarch Capital Management Fort Wayne, Indiana	$290K	-$16.1K	1	0.12%	Reduced
409	Canada Life Winnipeg, Manitoba, Canada	$288K	-$557K	5	0%	Reduced
410	Laird Norton Wetherby Wealth Management San Francisco, California	$286K	+$10.2K	1	0.08%	Increased
411	CC Cipher Capital New York	$282K	+$331K	1	0.07%	New
412	QIM Quantitative Investment Management Charlottesville, Virginia	$282K	-$2.51M	1	0.05%	Reduced
413	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$277K	$0	1	0.17%	Maintained
414	Advent Capital Management New York	$273K	+$221K	1	0%	Increased
415	CL Croft-Leominster Baltimore, Maryland	$265K	$0	1	0.05%	Maintained
416	CONA Capital One National Association New York	$261K	-$16.4K	1	0.03%	Reduced
417	Ladenburg Thalmann Financial Services Miami, Florida	$258K	-$30.2K	4	0.01%	Reduced
418	GMIM General Motors Investment Management New York	$254K	-$276K	1	0.02%	Reduced
419	Hudson Bay Capital Management Stamford, Connecticut	$251K	-$2.31M	1	0.01%	Reduced
420	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$247K	-$235K	1	0%	Reduced
421	NL NWAM LLC Mercer Island, Washington	$245K	+$65.5K	1	0.09%	Increased
422	1919 Investment Counsel Baltimore, Maryland	$240K	$0	1	0%	Maintained
423	CBB Citizens Business Bank Ontario, California	$237K	$0	1	0.05%	Maintained
424	YMRC Yorktown Management & Research Company Forest, Virginia	$236K	-$21.7K	1	0.05%	Reduced
425	Veritable Wilmington, Delaware	$232K	+$24	2	0%	Increased