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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
451	MC Montag & Caldwell Atlanta, Georgia	$567K	+$184K	1	0.01%	Increased
452	First Citizens Bank & Trust Raleigh, North Carolina	$565K	-$384K	1	0.05%	Reduced
453	Moneta Group Investment Advisors St Louis, Missouri	$557K	+$541K	1	0.12%	New
454	CCM Concourse Capital Management Atlanta, Georgia	$554K	+$529K	1	0.33%	New
455	Hillsdale Investment Management Toronto, Ontario, Canada	$552K	+$488K	2	0.19%	New
456	FAM Fortaleza Asset Management Chicago, Illinois	$545K	+$193K	3	0.34%	Increased
457	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$533K	+$517K	1	0.37%	New
458	Los Angeles Capital Management Los Angeles, California	$532K	+$189K	2	0%	Increased
459	Diversified Trust Memphis, Tennessee	$531K	-$140K	1	0.06%	Reduced
460	TM Thrax Management New York	$525K	+$470K	1	0.08%	New
461	TFA Toth Financial Advisory Leesburg, Virginia	$521K	+$556K	1	0.17%	New
462	WIA Westbourne Investment Advisors Annapolis, Maryland	$513K	+$108K	1	0.49%	Increased
463	CL Croft-Leominster Baltimore, Maryland	$491K	+$92.4K	1	0.11%	Increased
464	RIM Regent Investment Management Louisville, Kentucky	$488K	-$5.54K	1	0.27%	Reduced
465	Amalgamated Bank New York	$483K	+$40K	2	0.05%	Increased
466	MCM Mork Capital Management Healdsburg, California	$477K	$0	1	0.46%	Maintained
467	PP Paloma Partners Greenwich, Connecticut	$475K	+$204K	1	0.01%	Increased
468	William Blair & Company Chicago, Illinois	$474K	-$111K	2	0%	Reduced
469	CIBC World Market Toronto, Ontario, Canada	$473K	+$69.5K	2	0%	Increased
470	SC Skylands Capital Milwaukee, Wisconsin	$450K	+$386K	1	0.07%	New
471	First Allied Advisory Services San Diego, California	$444K	+$9.42K	2	0.02%	Increased
472	FRM Fox Run Management Greenwich, Connecticut	$442K	+$327K	1	0.3%	Increased
473	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$439K	-$252K	1	0.01%	Reduced
474	Virginia Retirement System Richmond, Virginia	$432K	+$412K	1	0.01%	New
475	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$424K	+$412K	1	0.01%	New