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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	Amalgamated Bank New York	$582K	+$87.5K	2	0.06%	Increased
402	AR Advisory Research Chicago, Illinois	$575K	+$529K	1	0.01%	New
403	FIM Fernwood Investment Management Quincy, Massachusetts	$574K	+$554K	1	0.45%	New
404	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$558K	-$31.9K	1	0.28%	Reduced
405	Simplex Trading Chicago, Illinois	$557K	-$210K	4	0.05%	Reduced
406	MCM Mork Capital Management Healdsburg, California	$556K	$0	1	0.65%	Maintained
407	F FolioMetrix Omaha, Nebraska	$547K	-$35.9K	2	0.23%	Reduced
408	Vident Investment Advisory Alpharetta, Georgia	$547K	+$25.7K	1	0.07%	Increased
409	SPM Symmetry Peak Management Radnor, Pennsylvania	$525K	-$254K	1	0.07%	Reduced
410	CAM ClariVest Asset Management San Diego, California	$520K	+$432K	1	0.02%	New
411	Glenmede Trust Philadelphia, Pennsylvania	$496K	+$13.5K	5	0%	Increased
412	Robeco Institutional Asset Management Rotterdam, Netherlands	$496K	$0	1	0%	Maintained
413	CL Croft-Leominster Baltimore, Maryland	$494K	$0	1	0.1%	Maintained
414	SCA Secor Capital Advisors New York	$486K	-$40.9K	1	0.17%	Reduced
415	CCM Catapult Capital Management New York	$483K	-$523K	1	0.07%	Reduced
416	AW Alpha Windward Westwood, Massachusetts	$481K	-$34.7K	1	0.32%	Reduced
417	Truist Financial Charlotte, North Carolina	$471K	-$1.77K	1	0.01%	Reduced
418	WCM Waterstone Capital Management St. Louis Park, Minnesota	$471K	-$38.8K	1	0.23%	Reduced
419	FCI Financial Counselors Inc Overland Park, Kansas	$449K	-$1.27K	1	0.03%	Reduced
420	Quantbot Technologies New York	$446K	+$396K	2	0.08%	Increased
421	TCTC Holdings Dallas, Texas	$438K	+$466K	1	0.03%	New
422	AIM Ada Investment Management New York	$436K	+$460K	1	0.55%	New
423	CPA Court Place Advisors Ellicott City, Maryland	$436K	-$16.8K	1	0.28%	Reduced
424	NV Nair Vinay	$436K	+$460K	1	0.55%	New
425	WIA Westbourne Investment Advisors Annapolis, Maryland	$433K	+$417K	1	0.39%	New