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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	FHB First Hawaiian Bank Honolulu, Hawaii	$1.5M	+$231K	2	0.08%	Increased
402	NCGI Next Century Growth Investors Plymouth, Minnesota	$1.49M	+$1.35M	1	0.24%	New
403	SAM Securian Asset Management St Paul, Minnesota	$1.49M	+$353K	3	0.03%	Increased
404	AIC Aurora Investment Counsel Atlanta, Georgia	$1.48M	-$55.7K	1	0.72%	Reduced
405	Eventide Asset Management Boston, Massachusetts	$1.46M	+$489K	1	0.05%	Increased
406	Simplex Trading Chicago, Illinois	$1.44M	+$267K	6	0%	Increased
407	FMT First Mercantile Trust Cordova, Tennessee	$1.43M	+$597K	4	0.15%	Increased
408	Gradient Investments Arden Hills, Minnesota	$1.42M	-$111K	2	0.07%	Reduced
409	Bridgeway Capital Management Houston, Texas	$1.41M	-$286K	1	0.02%	Reduced
410	AWCI Alpine Woods Capital Investors Purchase, New York	$1.39M	-$282K	2	0.26%	Reduced
411	Zurich Cantonal Bank Zurich, Switzerland	$1.39M	+$54.1K	7	0.01%	Increased
412	BA Boston Advisors Boston, Massachusetts	$1.38M	+$908K	1	0.07%	Increased
413	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.37M	+$84.1K	3	0.62%	Increased
414	TMC Trellus Management Company Delray Beach, Florida	$1.37M	-$54.6K	1	1.37%	Reduced
415	SCM Stevens Capital Management Radnor, Pennsylvania	$1.35M	-$4.35M	2	0.12%	Reduced
416	Moore Capital Management New York	$1.34M	+$1.41M	1	0.05%	New
417	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.33M	-$50K	1	1.15%	Reduced
418	ACI AMP Capital Investors Sydney, Australia	$1.32M	-$483K	3	0.01%	Reduced
419	PIA Piedmont Investment Advisors Durham, North Carolina	$1.31M	+$272K	3	0.05%	Increased
420	Gateway Investment Advisers Cincinnati, Ohio	$1.31M	+$10.2K	2	0.01%	Increased
421	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.31M	-$116K	2	0.07%	Reduced
422	PCM Princeton Capital Management Red Bank, New Jersey	$1.31M	+$32.7K	3	0.63%	Increased
423	Oppenheimer & Co New York	$1.3M	+$201K	1	0.04%	Increased
424	Korea Investment Corp Seoul, South Korea	$1.29M	+$49.6K	1	0.01%	Increased
425	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$1.29M	$0	1	0.04%	Maintained