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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	CAM Carret Asset Management New York	$2.38M	+$631K	1	0.32%	Increased
402	HP Harvey Partners Tarrytown, New York	$2.36M	-$127K	1	1.64%	Reduced
403	CAM ClariVest Asset Management San Diego, California	$2.35M	-$2.62M	2	0.08%	Reduced
404	Stephens Inc Little Rock, Arkansas	$2.35M	+$1.3M	5	0.04%	Increased
405	CAM Cubic Asset Management Boston, Massachusetts	$2.33M	-$483K	1	0.69%	Reduced
406	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.33M	-$9.49K	2	0.71%	Reduced
407	AIC Aurora Investment Counsel Atlanta, Georgia	$2.32M	-$449K	2	1.87%	Reduced
408	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.31M	-$2.15M	2	0.02%	Reduced
409	Creative Planning Overland Park, Kansas	$2.23M	+$493K	5	0%	Increased
410	CPA Cowen Prime Advisors New York	$2.22M	-$43.7K	1	0.98%	Reduced
411	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.21M	+$405K	1	1.54%	Increased
412	SW SkyOak Wealth Southfield, Michigan	$2.21M	-$336K	1	0.69%	Reduced
413	DnB Asset Management Oslo, Norway	$2.2M	+$211K	1	0.02%	Increased
414	SAM Securian Asset Management St Paul, Minnesota	$2.2M	-$39.5K	3	0.05%	Reduced
415	GA GoalVest Advisory New York	$2.19M	+$1.84M	1	1.84%	New
416	Curi RMB Capital Chicago, Illinois	$2.18M	+$86.9K	1	0.08%	Increased
417	GP Girard Partners King Of Prussia, Pennsylvania	$2.17M	+$477K	1	0.33%	Increased
418	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.15M	-$1.37M	1	0.02%	Reduced
419	Bridgeway Capital Management Houston, Texas	$2.1M	$0	1	0.04%	Maintained
420	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.09M	+$948K	1	1.06%	Increased
421	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.05M	+$19.7K	2	0.39%	Increased
422	MCM Marathon Capital Management Hunt Valley, Maryland	$2.02M	-$507K	1	0.6%	Reduced
423	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2M	+$6.67K	1	1%	Increased
424	PCM Princeton Capital Management Red Bank, New Jersey	$1.99M	-$5.91K	3	0.71%	Reduced
425	Utah Retirement Systems Salt Lake City, Utah	$1.99M	+$118K	2	0.03%	Increased