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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	Evergreen Capital Management Bellevue, Washington	$2.82M	-$23.3K	1	0.11%	Reduced
427	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.8M	+$69.8K	1	1.13%	Increased
428	FCA FinTrust Capital Advisors Greenville, South Carolina	$2.79M	-$2.15M	2	0.64%	Reduced
429	UMB Bank Kansas City, Missouri	$2.76M	+$294K	5	0.04%	Increased
430	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.75M	+$14.4K	1	0.75%	Increased
431	AAM Azzad Asset Management Falls Church, Virginia	$2.73M	+$68	2	0.39%	Increased
432	MI MMCAP International Grand Cayman, Cayman Islands	$2.72M	+$2.86M	1	0.16%	New
433	HWM Hohimer Wealth Management Seattle, Washington	$2.71M	+$90.9K	2	0.53%	Increased
434	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.71M	-$163K	1	2.26%	Reduced
435	Virginia Retirement Systems Richmond, Virginia	$2.7M	-$279K	3	0.03%	Reduced
436	SCM Salem Capital Management Woburn, Massachusetts	$2.7M	+$11.3K	1	1.51%	Increased
437	TC TownSquare Capital Provo, Utah	$2.69M	-$211K	1	0.07%	Reduced
438	CP CenterBook Partners Greenwich, Connecticut	$2.66M	+$2.06M	5	0.95%	Increased
439	APP Alpha Paradigm Partners Chicago, Illinois	$2.64M	+$742K	3	1.04%	Increased
440	VHMC Value Holdings Management Company Hampton Bays, New York	$2.63M	$0	1	0.55%	Maintained
441	Gotham Asset Management New York	$2.63M	-$240K	3	0.08%	Reduced
442	DTL Dynamic Technology Lab Singapore	$2.61M	-$1.89M	3	0.31%	Reduced
443	Eventide Asset Management Boston, Massachusetts	$2.61M	-$17.5M	1	0.04%	Reduced
444	Los Angeles Capital Management Los Angeles, California	$2.6M	+$74K	3	0.01%	Increased
445	Mercer Global Advisors Denver, Colorado	$2.6M	+$359K	7	0.02%	Increased
446	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.59M	+$2.73M	1	0.48%	New
447	Cetera Investment Advisers Schaumburg, Illinois	$2.55M	+$47.8K	3	0.04%	Increased
448	SW SlateStone Wealth Jupiter, Florida	$2.54M	$0	1	0.57%	Maintained
449	BHA Beech Hill Advisors New York	$2.53M	$0	1	1.03%	Maintained
450	CYG Clean Yield Group Norwich, Vermont	$2.52M	-$370K	1	0.89%	Reduced