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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	ZCM Zebra Capital Management Stamford, Connecticut	$829K	+$331K	1	0.29%	Increased
402	SCA Secor Capital Advisors New York	$827K	-$408K	1	0.1%	Reduced
403	M&T Bank Buffalo, New York	$807K	-$155K	2	0.01%	Reduced
404	Oregon Public Employees Retirement Fund Tigard, Oregon	$796K	+$19K	1	0.02%	Increased
405	SW SVB Wealth Boston, Massachusetts	$790K	+$417K	2	0.03%	Increased
406	AIM Alambic Investment Management Belvedere, California	$768K	+$878K	1	0.19%	New
407	Old National Bancorp Evansville, Indiana	$768K	-$1.3K	2	0.04%	Reduced
408	Jane Street New York	$763K	-$363K	2	0%	Reduced
409	CONA Capital One National Association New York	$752K	-$171K	2	0.06%	Reduced
410	CCM Concourse Capital Management Atlanta, Georgia	$734K	+$400K	1	0.46%	Increased
411	CCMH Cornerstone Capital Management Holdings New York	$728K	-$285K	2	0.01%	Reduced
412	UFF USA Financial Formulas Ada, Michigan	$728K	-$93.6K	2	0.2%	Reduced
413	Tower Research Capital (TRC) New York	$711K	+$503K	6	0.07%	Increased
414	D.A. Davidson & Co Great Falls, Montana	$709K	-$30.7K	3	0.02%	Reduced
415	Ameritas Investment Partners Lincoln, Nebraska	$708K	+$44.9K	2	0.05%	Increased
416	AA AlphaMark Advisors Ft. Wright, Kentucky	$687K	-$62.3K	1	0.41%	Reduced
417	Regions Financial Corp Birmingham, Alabama	$686K	+$10.9K	1	0.01%	Increased
418	AIM Assured Investment Management New York	$683K	+$660K	1	0.02%	New
419	SI Shaker Investments Cleveland, Ohio	$674K	$0	1	0.61%	Maintained
420	Oberweis Asset Management Lisle, Illinois	$671K	-$6.5M	1	0.2%	Reduced
421	ACM Ativo Capital Management Chicago, Illinois	$657K	+$203K	1	0.16%	Increased
422	Moneta Group Investment Advisors St Louis, Missouri	$654K	+$102K	1	0.14%	Increased
423	IP Isthmus Partners Madison, Wisconsin	$651K	-$21K	1	0.21%	Reduced
424	FIM Freedom Investment Management Hartford, Connecticut	$609K	-$19.4K	3	0.04%	Reduced
425	PPCM Pillar Pacific Capital Management Pacifica, California	$602K	$0	2	0.1%	Maintained