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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	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.09M	$0	1	0.56%	Maintained
402	SEC Seven Eight Capital New York	$1.08M	+$424K	1	0.22%	Increased
403	Asset Management One Tokyo, Japan	$1.06M	+$325K	1	0%	Increased
404	Fifth Third Bancorp Cincinnati, Ohio	$1.06M	-$513K	4	0.01%	Reduced
405	MC Montag & Caldwell Atlanta, Georgia	$1.02M	+$176K	1	0.02%	Increased
406	Capstone Investment Advisors New York	$1.01M	+$540K	2	0.03%	Increased
407	SI Shaker Investments Cleveland, Ohio	$1M	-$363K	1	0.79%	Reduced
408	ETrade Capital Management Arlington, Virginia	$985K	-$24K	1	0.05%	Reduced
409	WVP Worth Venture Partners Fort Lee, New Jersey	$982K	+$927K	1	1.05%	New
410	AL Airain Ltd St. Peter Port, Guernsey	$960K	+$504K	2	0.08%	Increased
411	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$946K	$0	2	0.19%	Maintained
412	Acadian Asset Management Boston, Massachusetts	$945K	+$968K	1	0%	Increased
413	GPCM Granite Point Capital Management Boston, Massachusetts	$926K	$0	1	0.74%	Maintained
414	SPM Symmetry Peak Management Radnor, Pennsylvania	$926K	+$874K	1	0.32%	New
415	FIM Freedom Investment Management Hartford, Connecticut	$920K	+$155K	3	0.06%	Increased
416	SM Southport Management Wilson, Wyoming	$906K	+$810K	1	1.21%	New
417	ZCM Zebra Capital Management Stamford, Connecticut	$902K	-$643K	1	0.27%	Reduced
418	AIM Assured Investment Management New York	$890K	-$257K	1	0.02%	Reduced
419	Cullen/Frost Bankers San Antonio, Texas	$890K	-$429K	1	0.03%	Reduced
420	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$890K	-$42.7K	1	0.07%	Reduced
421	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$885K	-$53K	1	0.25%	Reduced
422	IP Isthmus Partners Madison, Wisconsin	$879K	-$41K	1	0.27%	Reduced
423	Granahan Investment Management Waltham, Massachusetts	$872K	-$34.3K	1	0.03%	Reduced
424	William Blair & Company Chicago, Illinois	$852K	+$257K	2	0.01%	Increased
425	MAP Moody Aldrich Partners Marblehead, Massachusetts	$850K	-$20.3K	1	0.55%	Reduced