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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	CMANY Capital Management Associates (New York) New York	$1M	+$459K	2	1.54%	Increased
402	RCM Riverhead Capital Management Wilmington, Delaware	$994K	+$10.1K	6	0.04%	Increased
403	Gateway Investment Advisers Cincinnati, Ohio	$993K	$0	2	0.01%	Maintained
404	CIM CIM Investment Management Pittsburgh, Pennsylvania	$991K	+$26K	3	0.34%	Increased
405	GAMA Graticule Asia Macro Advisors New York	$989K	+$889K	1	0.11%	New
406	Suntrust Banks Atlanta, Georgia	$973K	+$751K	4	0.01%	Increased
407	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$967K	-$905K	3	0.17%	Reduced
408	CAM ClariVest Asset Management San Diego, California	$949K	+$57.9K	2	0.02%	Increased
409	EMG ETF Managers Group Summit, New Jersey	$947K	+$880K	1	0.06%	New
410	PVAM Pacific View Asset Management San Francisco, California	$939K	-$225K	2	0.71%	Reduced
411	Wolverine Asset Management Chicago, Illinois	$939K	-$347K	2	0.01%	Reduced
412	SFM Systematic Financial Management Teaneck, New Jersey	$917K	-$14.6K	1	0.02%	Reduced
413	Benjamin F. Edwards & Company St. Louis, Missouri	$909K	+$795K	3	0.09%	Increased
414	PCM Piermont Capital Management St. Louis, Missouri	$907K	-$71.8K	1	0.3%	Reduced
415	CIBC World Market Toronto, Ontario, Canada	$904K	+$739K	2	0%	Increased
416	Janney Montgomery Scott Philadelphia, Pennsylvania	$902K	+$133K	2	0.01%	Increased
417	CCM Concourse Capital Management Atlanta, Georgia	$864K	+$705K	1	0.56%	New
418	BAMCO Inc New York	$863K	-$37M	1	0%	Reduced
419	Greenleaf Trust Kalamazoo, Michigan	$862K	-$58.7K	2	0.02%	Reduced
420	Shelton Capital Management Denver, Colorado	$853K	+$37.3K	3	0.06%	Increased
421	Hennessy Advisors Inc Novato, California	$848K	+$693K	1	0.03%	Increased
422	KPF K2 Principal Fund Toronto, Ontario, Canada	$831K	-$5.85M	1	0.05%	Reduced
423	AA AlphaMark Advisors Ft. Wright, Kentucky	$821K	$0	2	0.35%	Maintained
424	Fifth Third Bancorp Cincinnati, Ohio	$809K	-$176K	5	0.01%	Reduced
425	DC Diametric Capital Boston, Massachusetts	$786K	+$480K	1	0.59%	Increased