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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	Zurich Cantonal Bank Zurich, Switzerland	$1.2M	+$78.9K	7	0.01%	Increased
402	LCM Landscape Capital Management Englewood, New Jersey	$1.19M	+$590K	1	0.09%	Increased
403	Oppenheimer Asset Management New York	$1.18M	-$55.4K	1	0.03%	Reduced
404	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.16M	$0	1	0.77%	Maintained
405	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.14M	+$1.09M	2	0.21%	Increased
406	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.13M	+$1.13M	1	0.86%	New
407	EGI EAM Global Investors Solana Beach, California	$1.12M	+$1.03M	1	0.45%	New
408	Stephens Inc Little Rock, Arkansas	$1.12M	+$409K	2	0.03%	Increased
409	Gateway Investment Advisers Cincinnati, Ohio	$1.1M	-$2.6K	2	0.01%	Reduced
410	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.1M	+$40.1K	1	0.07%	Increased
411	PCM Princeton Capital Management Red Bank, New Jersey	$1.09M	-$12.3K	2	0.45%	Reduced
412	GC Globeflex Capital San Diego, California	$1.07M	-$150K	2	0.21%	Reduced
413	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.06M	-$398K	4	0.18%	Reduced
414	Amalgamated Bank New York	$1.05M	-$794K	3	0.03%	Reduced
415	Penserra Capital Management Orinda, California	$1.05M	+$1.19M	3	0.06%	New
416	ALPS Advisors Denver, Colorado	$1.05M	-$623K	3	0.01%	Reduced
417	WAM World Asset Management Detroit, Michigan	$1.05M	+$53.5K	2	0.05%	Increased
418	CI Cavalier Investments Alpharetta, Georgia	$1.05M	$0	1	0.31%	Maintained
419	Hudson Bay Capital Management Stamford, Connecticut	$1.03M	+$1.03M	1	0.01%	New
420	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.02M	+$209K	2	0.12%	Increased
421	SAM Securian Asset Management St Paul, Minnesota	$1.01M	-$18K	2	0.02%	Reduced
422	TIM Thompson Investment Management Madison, Wisconsin	$995K	$0	2	0.18%	Maintained
423	CIBC World Market Toronto, Ontario, Canada	$992K	+$647K	2	0%	Increased
424	Wedge Capital Management Charlotte, North Carolina	$989K	-$203K	1	0.01%	Reduced
425	BHB Bank Hapoalim BM Tel Aviv, Israel	$982K	$0	1	0.24%	Maintained