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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	PPCM Pillar Pacific Capital Management Pacifica, California	$781K	-$32.5K	2	0.09%	Reduced
427	CCG Ceeto Capital Group Coral Gables, Florida	$766K	+$115K	1	0.58%	Increased
428	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$765K	+$255K	1	0.01%	Increased
429	Panagora Asset Management Boston, Massachusetts	$764K	-$2.54M	3	0%	Reduced
430	Mizuho Securities USA New York	$759K	+$943K	1	0.05%	New
431	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$728K	-$186K	1	0.02%	Reduced
432	LIA LS Investment Advisors Bloomfield Hills, Michigan	$724K	-$33.6K	6	0.04%	Reduced
433	CAM Claret Asset Management Montreal, Quebec, Canada	$723K	-$9.46K	1	0.16%	Reduced
434	Stock Yards Bank & Trust Louisville, Kentucky	$716K	+$706K	1	0.08%	New
435	LCM Logan Capital Management Newtown Square, Pennsylvania	$713K	-$882K	1	0.05%	Reduced
436	P8IP Pier 88 Investment Partners San Francisco, California	$707K	-$325K	1	0.34%	Reduced
437	Cullen/Frost Bankers San Antonio, Texas	$705K	-$16.2K	1	0.02%	Reduced
438	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$700K	+$282K	1	0.74%	Increased
439	BPM Bowling Portfolio Management Cincinnati, Ohio	$699K	-$158K	1	0.1%	Reduced
440	WEC Winslow Evans & Crocker Boston, Massachusetts	$694K	$0	2	0.23%	Maintained
441	TAM Tyers Asset Management Austin, Texas	$686K	+$9.67K	5	0.02%	Increased
442	FPF FNY Partners Fund New York	$675K	-$595K	2	0.37%	Reduced
443	TAMH Taikang Asset Management (HK) Hong Kong	$667K	$0	1	0.07%	Maintained
444	HBK Investments Dallas, Texas	$653K	+$701K	1	0%	New
445	SRAM Stone Ridge Asset Management New York	$618K	-$208K	3	0.04%	Reduced
446	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$614K	+$165K	1	0%	Increased
447	SW SVB Wealth Boston, Massachusetts	$611K	+$22.8K	2	0.02%	Increased
448	LCG Lisanti Capital Growth New York	$602K	-$902K	1	0.29%	Reduced
449	Parallax Volatility Advisers San Francisco, California	$601K	-$2.52M	4	0%	Reduced
450	CG Cutler Group San Francisco, California	$599K	-$1.06M	7	0.05%	Reduced