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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	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.75M	-$9.8K	1	0.39%	Reduced
427	PC PA Capital Richmond, Virginia	$1.75M	+$529K	1	1.27%	Increased
428	TCM Teza Capital Management Chicago, Illinois	$1.75M	+$1.12M	2	0.39%	Increased
429	SAM Shell Asset Management The Hague, Netherlands	$1.74M	-$16.2K	2	0.04%	Reduced
430	AssetMark Inc Concord, California	$1.71M	+$1.52M	2	0.01%	Increased
431	CCM Cadence Capital Management Boston, Massachusetts	$1.71M	+$69.3K	1	0.25%	Increased
432	DA Duality Advisers Miami, Florida	$1.7M	+$1.56M	1	0.15%	New
433	LSC Lesa Sroufe & Co Seattle, Washington	$1.68M	-$331K	1	2.23%	Reduced
434	Mount Yale Investment Advisors Denver, Colorado	$1.67M	+$809K	2	0.3%	Increased
435	JSC Jackson Square Capital San Francisco, California	$1.66M	+$298K	1	0.84%	Increased
436	TW TrinityPoint Wealth Milford, Connecticut	$1.64M	+$1.54M	1	0.52%	New
437	PCM Princeton Capital Management Red Bank, New Jersey	$1.63M	+$331K	3	0.72%	Increased
438	William Blair & Company Chicago, Illinois	$1.6M	+$810K	3	0.01%	Increased
439	AWCI Alpine Woods Capital Investors Purchase, New York	$1.6M	-$15.2K	1	0.31%	Reduced
440	Driehaus Capital Management Chicago, Illinois	$1.57M	+$1.34M	1	0.04%	New
441	Cambridge Investment Research Advisors Fairfield, Iowa	$1.56M	+$1.8K	3	0.01%	Increased
442	SM Sciencast Management Princeton, New Jersey	$1.56M	+$1.45M	2	0.39%	New
443	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.55M	+$1.41M	2	0.31%	New
444	CYG Clean Yield Group Norwich, Vermont	$1.52M	+$1.3M	1	0.66%	New
445	Private Advisor Group Morristown, New Jersey	$1.5M	+$822K	6	0.02%	Increased
446	GGHC Gilder Gagnon Howe & Co New York	$1.49M	-$538K	3	0.01%	Reduced
447	GC Globeflex Capital San Diego, California	$1.48M	+$1.15M	3	0.38%	Increased
448	Vanguard Personalized Indexing Management Oakland, California	$1.47M	-$663K	2	0.67%	Reduced
449	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.46M	-$180K	2	0.1%	Reduced
450	DTL Dynamic Technology Lab Singapore	$1.45M	-$1.38M	3	0.22%	Reduced