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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	OIM Orca Investment Management Roseburg, Oregon	$2.1M	+$52.2K	1	2.74%	Increased
402	SP Summit Partners Boston, Massachusetts	$2.1M	-$46.6M	1	0.15%	Reduced
403	CPA Cowen Prime Advisors New York	$2.09M	-$32.9K	1	1.2%	Reduced
404	IAS IMA Advisory Services Denver, Colorado	$2.05M	-$335K	1	0.55%	Reduced
405	ZDA Zweig-DiMenna Associates New York	$2.04M	$0	1	0.45%	Maintained
406	Nisa Investment Advisors St. Louis, Missouri	$2.01M	-$818K	8	0.02%	Reduced
407	AE Wealth Management Topeka, Kansas	$1.99M	+$1.13M	2	0.02%	Increased
408	Handelsbanken Fonder Stockholm, Sweden	$1.97M	$0	3	0.01%	Maintained
409	GP Girard Partners King Of Prussia, Pennsylvania	$1.94M	-$347K	1	0.26%	Reduced
410	JP Morgan Private Wealth Advisors San Francisco, California	$1.91M	+$130K	4	0.01%	Increased
411	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$1.87M	$0	5	0.1%	Maintained
412	Braun Stacey Associates New York	$1.86M	-$11.3M	1	0.11%	Reduced
413	VHMC Value Holdings Management Company Hampton Bays, New York	$1.85M	$0	1	0.46%	Maintained
414	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.83M	+$572K	3	0.14%	Increased
415	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.82M	+$537K	2	0.1%	Increased
416	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.82M	+$240	1	0.63%	Increased
417	HCM Horrell Capital Management Little Rock, Arkansas	$1.81M	$0	1	0.66%	Maintained
418	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.81M	-$44.5K	2	0.47%	Reduced
419	VCM Voce Capital Management San Francisco, California	$1.8M	+$277K	1	1.17%	Increased
420	EP Edgestream Partners Princeton, New Jersey	$1.8M	-$320K	2	0.14%	Reduced
421	Simplex Trading Chicago, Illinois	$1.79M	-$115K	7	0%	Reduced
422	FWTB First Western Trust Bank Denver, Colorado	$1.79M	+$2.28M	1	0.12%	New
423	LSC Lesa Sroufe & Co Seattle, Washington	$1.78M	+$2.03M	1	2.14%	New
424	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.77M	+$170K	3	0.77%	Increased
425	WPC White Pine Capital Bloomington, Minnesota	$1.77M	-$172K	1	0.74%	Reduced