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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	HIM Herald Investment Management London, United Kingdom	$1.23M	$0	1	0.31%	Maintained
427	Magnetar Financial Evanston, Illinois	$1.23M	+$234K	1	0.03%	Increased
428	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.23M	-$3.99M	1	0.21%	Reduced
429	Creative Planning Overland Park, Kansas	$1.23M	+$94.5K	4	0%	Increased
430	HWM Hohimer Wealth Management Seattle, Washington	$1.19M	+$1.07M	1	0.42%	New
431	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.19M	+$611K	3	0.36%	Increased
432	Quantinno Capital Management New York	$1.18M	+$181K	2	0.74%	Increased
433	Tower Research Capital (TRC) New York	$1.18M	-$748K	7	0.1%	Reduced
434	OI Oakbrook Investments Lisle, Illinois	$1.12M	+$34.3K	2	0.23%	Increased
435	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.12M	-$139M	2	0%	Reduced
436	VI Versor Investments New York	$1.12M	+$187K	1	0.06%	Increased
437	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$1.11M	-$8.2K	1	0.03%	Reduced
438	CH Canton Hathaway Providence, Rhode Island	$1.11M	-$714K	1	0.57%	Reduced
439	E. Ohman J:or Asset Management Stockholm, Sweden	$1.1M	$0	1	0.06%	Maintained
440	CU CQS (US) New York	$1.09M	+$972K	1	0.05%	New
441	Montag & Associates Atlanta, Georgia	$1.05M	-$526K	1	0.08%	Reduced
442	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.02M	-$380K	1	0.56%	Reduced
443	NewEdge Advisors New Orleans, Louisiana	$1M	+$61.9K	1	0.04%	Increased
444	GJL Gendell Jeffrey L	$994K	+$941K	1	0.13%	New
445	GC Globeflex Capital San Diego, California	$992K	$0	1	0.19%	Maintained
446	HS Haafor (Singapore) Singapore	$984K	+$878K	1	0.65%	New
447	FMT First Mercantile Trust Cordova, Tennessee	$977K	-$568K	3	0.11%	Reduced
448	Greenleaf Trust Kalamazoo, Michigan	$975K	-$307K	2	0.02%	Reduced
449	FIM Freedom Investment Management Hartford, Connecticut	$961K	-$145K	3	0.08%	Reduced
450	AMC Asset Management Corp Northbrook, Illinois	$957K	+$790K	1	0.68%	New