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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	HIP Hatteras Investment Partners Raleigh, North Carolina	$609K	-$96.5K	2	0.8%	Reduced
427	CIC Cornercap Investment Counsel Atlanta, Georgia	$603K	$0	1	0.11%	Maintained
428	O'Shaughnessy Asset Management Stamford, Connecticut	$586K	-$134K	1	0.01%	Reduced
429	BlackRock Japan Tokyo, Japan	$572K	+$139K	5	0%	Increased
430	BCM Bayesian Capital Management Brooklyn, New York	$563K	+$588K	2	0.81%	New
431	DTL Dynamic Technology Lab Singapore	$560K	-$892K	2	0.17%	Reduced
432	ALPS Advisors Denver, Colorado	$557K	$0	1	0.01%	Maintained
433	NA Navellier & Associates Reno, Nevada	$555K	+$517K	2	0.06%	Increased
434	MCM Mork Capital Management Healdsburg, California	$549K	$0	1	0.53%	Maintained
435	NC Nokomis Capital Dallas, Texas	$547K	-$14.2M	1	0.13%	Reduced
436	RIM Regent Investment Management Louisville, Kentucky	$537K	+$9.26K	1	0.29%	Increased
437	First Allied Advisory Services San Diego, California	$492K	+$423K	2	0.03%	Increased
438	Amalgamated Bank New York	$489K	-$47.8K	2	0.06%	Reduced
439	Virginia Retirement Systems Richmond, Virginia	$487K	-$153K	1	0.01%	Reduced
440	MAM Meeder Asset Management Dublin, Ohio	$483K	-$78K	1	0.04%	Reduced
441	PCM Penn Capital Management Philadelphia, Pennsylvania	$473K	-$11.9M	1	0.02%	Reduced
442	FAM Formidable Asset Management Cincinnati, Ohio	$464K	$0	1	0.32%	Maintained
443	PTC Petrus Trust Company Dallas, Texas	$463K	$0	2	0.1%	Maintained
444	SEC Seven Eight Capital New York	$463K	+$510K	2	0.31%	New
445	Advisors Asset Management Monument, Colorado	$458K	-$93.3K	1	0.01%	Reduced
446	MCM Mazama Capital Management Portland, Oregon	$452K	+$497K	1	0.08%	New
447	TCTC Holdings Dallas, Texas	$449K	$0	1	0.03%	Maintained
448	CIBC World Market Toronto, Ontario, Canada	$446K	+$495K	1	0%	New
449	CPA Cowen Prime Advisors New York	$446K	$0	1	0.2%	Maintained
450	FCI Financial Counselors Inc Overland Park, Kansas	$440K	-$19.4K	1	0.03%	Reduced