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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
426	Buckingham Strategic Wealth Clayton, Missouri	$304K	-$4.62K	1	0.11%	Reduced
427	SAM Securian Asset Management St Paul, Minnesota	$298K	+$10.5K	1	0.01%	Increased
428	Grimes & Company Westborough, Massachusetts	$295K	$0	1	0.07%	Maintained
429	Los Angeles Capital Management Los Angeles, California	$293K	+$302K	1	0%	New
430	BRWM B. Riley Wealth Management Memphis, Tennessee	$290K	+$249K	2	0.22%	New
431	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$290K	+$299K	1	0.02%	New
432	STRS Ohio Columbus, Ohio	$287K	+$147K	2	0%	Increased
433	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$286K	-$780	1	0.06%	Reduced
434	Panagora Asset Management Boston, Massachusetts	$285K	-$259K	2	0%	Reduced
435	Veritable Wilmington, Delaware	$284K	+$81.7K	2	0.01%	Increased
436	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$282K	+$55.6K	1	0.04%	Increased
437	RIM Regent Investment Management Louisville, Kentucky	$278K	-$21.9K	1	0.14%	Reduced
438	O'Shaughnessy Asset Management Stamford, Connecticut	$269K	+$241K	1	0.01%	New
439	Laird Norton Wetherby Wealth Management San Francisco, California	$264K	-$16.8K	1	0.06%	Reduced
440	NL NWAM LLC Mercer Island, Washington	$255K	+$11K	1	0.11%	Increased
441	Douglas C. Lane & Associates New York	$244K	-$29.6K	1	0.01%	Reduced
442	PCM Price Capital Management Lafayette, Louisiana	$244K	-$1.19M	1	0.15%	Reduced
443	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$233K	+$266K	1	0.04%	New
444	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$227K	$0	1	0.12%	Maintained
445	ECM Estabrook Capital Management New York	$227K	+$66.3K	1	0.03%	Increased
446	Sculptor Capital New York	$226K	-$278K	1	0%	Reduced
447	Teacher Retirement System of Texas Austin, Texas	$221K	+$8.4K	5	0%	Increased
448	Shelton Capital Management Denver, Colorado	$217K	$0	1	0.02%	Maintained
449	P Pitcairn Conshohocken, Pennsylvania	$214K	+$183K	1	0.02%	New
450	CBB Citizens Business Bank Ontario, California	$212K	$0	1	0.04%	Maintained