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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	Eaton Vance Management Boston, Massachusetts	$666K	-$267K	2	0%	Reduced
452	FC Fore Capital New York	$666K	+$759K	1	0.26%	New
453	BA Boston Advisors Boston, Massachusetts	$664K	+$23.6K	1	0.01%	Increased
454	SP Summit Partners Boston, Massachusetts	$659K	+$103K	1	0.08%	Increased
455	Private Advisor Group Morristown, New Jersey	$645K	-$310K	2	0.03%	Reduced
456	Granahan Investment Management Waltham, Massachusetts	$636K	-$1.21M	1	0.05%	Reduced
457	VIM Vista Investment Management Pittsburgh, Pennsylvania	$634K	+$607K	1	0.66%	New
458	Cookson Peirce & Co Pittsburgh, Pennsylvania	$633K	+$273K	1	0.06%	Increased
459	ING Group Amsterdam, Netherlands	$629K	+$98.9K	1	0.01%	Increased
460	SM Southport Management Wilson, Wyoming	$628K	-$256K	1	1.54%	Reduced
461	PCM Princeton Capital Management Red Bank, New Jersey	$627K	+$700K	2	0.28%	New
462	CAM Claret Asset Management Montreal, Quebec, Canada	$625K	+$691K	1	0.14%	New
463	IP Isthmus Partners Madison, Wisconsin	$625K	+$41.6K	1	0.17%	Increased
464	Janney Montgomery Scott Philadelphia, Pennsylvania	$623K	-$5.54M	2	0.01%	Reduced
465	Cullen/Frost Bankers San Antonio, Texas	$615K	-$384K	1	0.02%	Reduced
466	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$602K	-$87.8K	2	0.61%	Reduced
467	OAM Oxford Asset Management Oxford, United Kingdom	$602K	-$542K	2	0.01%	Reduced
468	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$594K	+$7.23K	1	0.14%	Increased
469	BLAM Bourne Lent Asset Management Pawling, New York	$589K	+$181K	1	0.32%	Increased
470	GC Globeflex Capital San Diego, California	$581K	$0	2	0.16%	Maintained
471	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$578K	-$15.2K	2	0.42%	Reduced
472	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$573K	+$657K	1	0%	New
473	Highbridge Capital Management New York	$571K	+$171K	2	0.01%	Increased
474	WEC Winslow Evans & Crocker Boston, Massachusetts	$561K	+$556K	2	0.18%	Increased
475	1CM 1492 Capital Management Milwaukee, Wisconsin	$546K	-$4.96K	1	0.43%	Reduced