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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	Sowell Financial Services North Little Rock, Arkansas	$2.11M	+$275K	8	0.07%	Increased
427	KeyBank National Association Cleveland, Ohio	$2.11M	-$359K	4	0.01%	Reduced
428	PCM Princeton Capital Management Red Bank, New Jersey	$2.1M	+$109K	3	0.71%	Increased
429	KM Kalos Management Alpharetta, Georgia	$2.09M	+$470K	1	0.65%	Increased
430	OP Omni Partners London, United Kingdom	$2.08M	+$2.11M	1	0.1%	New
431	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.06M	-$763K	1	0.2%	Reduced
432	Segall Bryant & Hamill Chicago, Illinois	$2.05M	+$594K	1	0.02%	Increased
433	IFG Investors Financial Group Plymouth, Minnesota	$2.02M	-$480K	1	1.18%	Reduced
434	HT HAP Trading New York	$2.01M	-$685K	3	0.11%	Reduced
435	AAM Azzad Asset Management Falls Church, Virginia	$2.01M	+$2.15M	2	0.33%	Increased
436	BAM Blueshift Asset Management Red Bank, New Jersey	$1.99M	+$134K	3	0.2%	Increased
437	Evergreen Capital Management Bellevue, Washington	$1.99M	+$427K	1	0.1%	Increased
438	PCM Prelude Capital Management New York	$1.99M	+$1.29M	3	0.05%	Increased
439	MCM Maytus Capital Management New York	$1.98M	+$2.09M	1	0.66%	New
440	Utah Retirement Systems Salt Lake City, Utah	$1.96M	-$70K	2	0.03%	Reduced
441	FIA FNY Investment Advisers New York	$1.95M	+$2.06M	1	0.73%	New
442	PP Paloma Partners Greenwich, Connecticut	$1.95M	-$491K	3	0.04%	Reduced
443	Burney Company Reston, Virginia	$1.95M	-$54.9K	1	0.1%	Reduced
444	FBCM Fort Baker Capital Management Larkspur, California	$1.95M	+$2.34M	1	0.53%	New
445	Catalyst Capital Advisors Huntington, New York	$1.93M	+$714K	1	0.11%	Increased
446	MAM Miria Asset Management St. Julians, Malta	$1.93M	+$2.13M	2	0.88%	New
447	QOP Quinn Opportunity Partners Charlottesville, Virginia	$1.88M	+$1.98M	1	0.12%	New
448	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.86M	-$33.7K	1	0.59%	Reduced
449	CIBC World Market Toronto, Ontario, Canada	$1.85M	-$2.92M	4	0.01%	Reduced
450	SAM Shell Asset Management The Hague, Netherlands	$1.83M	-$10.5K	2	0.04%	Reduced