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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	CPA Cowen Prime Advisors New York	$2.48M	+$152K	1	0.94%	Increased
402	GIM Grassi Investment Management Santa Clara, California	$2.46M	+$92.6K	1	0.28%	Increased
403	MSL Mackay Shields LLC New York	$2.45M	-$1.84M	3	0.02%	Reduced
404	CIBC World Markets New York	$2.42M	-$845K	3	0.02%	Reduced
405	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.41M	+$359K	1	0.43%	Increased
406	HIM Herald Investment Management London, United Kingdom	$2.39M	$0	1	0.42%	Maintained
407	ALPS Advisors Denver, Colorado	$2.38M	+$1.04M	2	0.02%	Increased
408	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.37M	+$49.2K	1	0.7%	Increased
409	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.36M	+$271K	3	0.02%	Increased
410	CIC Chase Investment Counsel Charlottesville, Virginia	$2.35M	+$705K	1	1.08%	Increased
411	SW SlateStone Wealth Jupiter, Florida	$2.35M	-$32.8K	1	0.58%	Reduced
412	Caption Management Oklahoma City, Oklahoma	$2.34M	+$81.4K	4	0.05%	Increased
413	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.33M	+$91.2K	2	0.65%	Increased
414	Magnetar Financial Evanston, Illinois	$2.32M	+$2.11M	2	0.02%	Increased
415	CF CNA Financial Chicago, Illinois	$2.27M	-$376K	2	0.7%	Reduced
416	CYG Clean Yield Group Norwich, Vermont	$2.24M	-$614K	1	0.84%	Reduced
417	EP Edgestream Partners Princeton, New Jersey	$2.22M	-$3.37M	1	0.12%	Reduced
418	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.22M	-$946K	1	0.01%	Reduced
419	Shelton Capital Management Denver, Colorado	$2.21M	-$2.59M	4	0.08%	Reduced
420	SW SkyOak Wealth Southfield, Michigan	$2.16M	-$20.9K	1	0.6%	Reduced
421	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.15M	+$25.4K	1	0.36%	Increased
422	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.15M	+$886K	4	0.01%	Increased
423	SAM Securian Asset Management St Paul, Minnesota	$2.13M	$0	3	0.05%	Maintained
424	SSI Scott & Selber Inc Houston, Texas	$2.12M	+$2.12M	2	0.87%	New
425	Hillsdale Investment Management Toronto, Ontario, Canada	$2.12M	-$895K	2	0.18%	Reduced