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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	PCM Perkins Capital Management Wayzata, Minnesota	$1.03M	+$959K	1	0.8%	New
402	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.02M	$0	1	0.33%	Maintained
403	CL CSS LLC Chicago, Illinois	$1.02M	+$958K	1	0.07%	Increased
404	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.02M	+$207K	1	0.51%	Increased
405	Rockefeller Capital Management New York	$1.01M	+$974K	2	0.02%	Increased
406	Parallax Volatility Advisers San Francisco, California	$1.01M	+$1.19M	6	0%	Increased
407	FMT First Mercantile Trust Cordova, Tennessee	$998K	-$179K	3	0.24%	Reduced
408	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$997K	+$166K	1	0.88%	Increased
409	Greenleaf Trust Kalamazoo, Michigan	$987K	+$334K	3	0.02%	Increased
410	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$983K	-$364K	1	0.12%	Reduced
411	SAM Securian Asset Management St Paul, Minnesota	$964K	+$57.9K	2	0.03%	Increased
412	CI Cigna Investments Bloomfield, Connecticut	$956K	+$186K	2	0.08%	Increased
413	AIS AlphaOne Investment Services West Chester, Pennsylvania	$950K	+$917K	2	0.39%	New
414	WEC Winslow Evans & Crocker Boston, Massachusetts	$946K	+$37.3K	3	0.32%	Increased
415	State of Alaska Department of Revenue Juneau, Alaska	$915K	+$14.9K	3	0.02%	Increased
416	KeyBank National Association Cleveland, Ohio	$914K	+$447	2	0.01%	Increased
417	ALPS Advisors Denver, Colorado	$910K	-$45.5K	3	0.01%	Reduced
418	HIM Herald Investment Management London, United Kingdom	$907K	-$702K	1	0.29%	Reduced
419	TA Teton Advisors Rye, New York	$901K	+$142K	1	0.1%	Increased
420	Erste Asset Management Vienna, Austria	$895K	+$1.08M	1	0.06%	New
421	WC Walthausen & Co Malta, New York	$878K	-$185K	1	0.12%	Reduced
422	FI Fosun International Hong Kong, China	$859K	+$840K	1	0.05%	New
423	GL Governors Lane New York	$847K	+$974K	1	0.08%	New
424	BAM Blueshift Asset Management Red Bank, New Jersey	$841K	+$999K	3	0.16%	New
425	Penserra Capital Management Orinda, California	$837K	-$21.1K	3	0.08%	Reduced