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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	Allstate Corporation Northbrook, Illinois	$827K	+$911K	2	0.03%	New
427	Montag & Associates Atlanta, Georgia	$820K	-$1.55M	1	0.09%	Reduced
428	Wolverine Asset Management Chicago, Illinois	$820K	+$962K	1	0.01%	New
429	IM Islet Management New York	$812K	+$933K	1	0.13%	New
430	Schonfeld Strategic Advisors New York	$807K	+$178K	2	0.03%	Increased
431	MAM Marketfield Asset Management New York	$805K	+$752K	1	0.3%	New
432	PineBridge Investments New York	$805K	+$482K	2	0.02%	Increased
433	PIA Piedmont Investment Advisors Durham, North Carolina	$797K	+$228K	3	0.04%	Increased
434	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$796K	$0	1	0.56%	Maintained
435	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$784K	+$443K	2	0.4%	Increased
436	Truist Financial Charlotte, North Carolina	$781K	+$917K	1	0.02%	New
437	Soros Fund Management New York	$780K	+$896K	1	0.02%	New
438	Wedge Capital Management Charlotte, North Carolina	$776K	-$278K	1	0.01%	Reduced
439	PCM Princeton Capital Management Red Bank, New Jersey	$770K	+$92.2K	3	0.45%	Increased
440	Congress Asset Management Boston, Massachusetts	$766K	+$22.9K	1	0.01%	Increased
441	CIBC World Market Toronto, Ontario, Canada	$764K	-$259K	1	0%	Reduced
442	Curi RMB Capital Chicago, Illinois	$762K	+$28.5K	1	0.02%	Increased
443	Stock Yards Bank & Trust Louisville, Kentucky	$762K	$0	1	0.08%	Maintained
444	WVP Worth Venture Partners Fort Lee, New Jersey	$754K	+$638K	1	0.57%	Increased
445	Palisade Capital Management Fort Lee, New Jersey	$751K	+$221K	2	0.03%	Increased
446	TD Asset Management Toronto, Ontario, Canada	$747K	-$2.26M	2	0%	Reduced
447	GH GAM Holding Zurich, Switzerland	$744K	-$840K	1	0.04%	Reduced
448	WAM World Asset Management Detroit, Michigan	$740K	-$353K	2	0.05%	Reduced
449	CPA Cowen Prime Advisors New York	$730K	+$174K	2	0.44%	Increased
450	BPM Bowling Portfolio Management Cincinnati, Ohio	$729K	+$854K	1	0.13%	New