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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	LG LaFleur & Godfrey Grand Rapids, Michigan	$2.61M	-$1.14M	1	0.41%	Reduced
402	Gateway Investment Advisers Cincinnati, Ohio	$2.61M	+$3.63K	2	0.03%	Increased
403	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.61M	-$542K	2	0.02%	Reduced
404	MAI Capital Management Independence, Ohio	$2.59M	+$2.26M	2	0.05%	Increased
405	GP Girard Partners King Of Prussia, Pennsylvania	$2.52M	-$13.7K	1	0.32%	Reduced
406	MFS Mirabella Financial Services London, United Kingdom	$2.48M	+$1.9M	2	0.24%	Increased
407	IFP Advisors Tampa, Florida	$2.48M	$0	9	0.08%	Maintained
408	ACM AlphaCrest Capital Management New York	$2.47M	+$260K	4	0.12%	Increased
409	HBK Investments Dallas, Texas	$2.43M	+$2.51M	1	0.01%	New
410	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.4M	+$846K	2	0.01%	Increased
411	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$2.39M	+$1.03M	1	1.34%	Increased
412	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.38M	+$15K	1	1.04%	Increased
413	Centiva Capital New York	$2.37M	+$878K	3	0.06%	Increased
414	Group One Trading Chicago, Illinois	$2.36M	-$3.52M	7	0%	Reduced
415	Evergreen Capital Management Bellevue, Washington	$2.35M	-$41.8K	1	0.12%	Reduced
416	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$2.34M	+$2.65M	1	0.11%	New
417	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.34M	-$865K	1	2.19%	Reduced
418	Profund Advisors Bethesda, Maryland	$2.29M	-$777K	4	0.15%	Reduced
419	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.29M	$0	5	0.12%	Maintained
420	Advisory Services Network Atlanta, Georgia	$2.29M	-$1.16M	2	0.08%	Reduced
421	Allspring Global Investments Charlotte, North Carolina	$2.27M	-$4.39M	4	0%	Reduced
422	Handelsbanken Fonder Stockholm, Sweden	$2.25M	$0	3	0.01%	Maintained
423	SCM Salem Capital Management Woburn, Massachusetts	$2.24M	-$42.5K	1	1.63%	Reduced
424	Bahl & Gaynor Cincinnati, Ohio	$2.23M	-$28K	2	0.01%	Reduced
425	Xponance Philadelphia, Pennsylvania	$2.21M	-$18.1K	4	0.04%	Reduced