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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	Gateway Investment Advisers Cincinnati, Ohio	$934K	+$294K	2	0.01%	Increased
452	BPM Bowling Portfolio Management Cincinnati, Ohio	$922K	+$872K	1	0.14%	New
453	CAM CMT Asset Management Chicago, Illinois	$915K	-$19.3K	1	0.06%	Reduced
454	CMANY Capital Management Associates (New York) New York	$903K	$0	2	1.36%	Maintained
455	SCM Suffolk Capital Management New York	$901K	-$709K	1	0.12%	Reduced
456	FMT First Mercantile Trust Cordova, Tennessee	$886K	+$232K	3	0.16%	Increased
457	Commerzbank Aktiengesellschaft Frankfurt, Germany	$885K	-$275K	2	0.01%	Reduced
458	AB AT Bancorp Dubuque, Iowa	$880K	-$1.31M	1	0.1%	Reduced
459	EP Elkfork Partners Portland, Oregon	$875K	+$296K	5	0.03%	Increased
460	Cambridge Investment Research Advisors Fairfield, Iowa	$870K	+$334K	2	0.01%	Increased
461	Private Advisor Group Morristown, New Jersey	$866K	+$419K	3	0.02%	Increased
462	EMG Ellington Management Group Old Greenwich, Connecticut	$856K	+$697K	2	0.12%	Increased
463	Meiji Yasuda Life Insurance Tokyo, Japan	$856K	$0	1	0.13%	Maintained
464	EULAV Asset Management Sarasota, Florida	$854K	-$51.8K	2	0.04%	Reduced
465	CCM Concourse Capital Management Atlanta, Georgia	$851K	$0	1	0.48%	Maintained
466	PAM Paradigm Asset Management New York	$844K	-$840K	3	0.17%	Reduced
467	CAM Columbia Asset Management Ann Arbor, Michigan	$842K	+$170K	1	0.27%	Increased
468	HighTower Advisors Chicago, Illinois	$835K	-$160K	2	0.01%	Reduced
469	Carnegie Investment Counsel Pepper Pike, Ohio	$834K	+$21.6K	1	0.1%	Increased
470	IFP Advisors Tampa, Florida	$827K	+$480K	7	0.03%	Increased
471	Boothbay Fund Management New York	$815K	-$584K	2	0.17%	Reduced
472	KCM Karp Capital Management Sausalito, California	$812K	+$791K	1	0.4%	New
473	MML Investors Services Springfield, Massachusetts	$808K	+$531K	1	0.02%	Increased
474	Pacer Advisors Malvern, Pennsylvania	$794K	+$332K	2	0.08%	Increased
475	P8IP Pier 88 Investment Partners San Francisco, California	$793K	-$432K	2	0.32%	Reduced