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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	ExodusPoint Capital Management New York	$1.15M	+$1.2M	2	0.09%	New
452	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.14M	+$1.21M	1	1.01%	New
453	Truist Financial Charlotte, North Carolina	$1.13M	+$66.8K	1	0.02%	Increased
454	IA Icon Advisers Greenwood Village, Colorado	$1.11M	+$1.1M	1	0.11%	New
455	Cambridge Investment Research Advisors Fairfield, Iowa	$1.1M	+$690K	2	0.01%	Increased
456	AI Atom Investors Austin, Texas	$1.1M	+$1.14M	1	0.09%	New
457	Gradient Investments Arden Hills, Minnesota	$1.1M	-$1.03M	1	0.07%	Reduced
458	FMT First Mercantile Trust Cordova, Tennessee	$1.1M	+$44.5K	4	0.26%	Increased
459	GFPC Global Financial Private Capital Sarasota, Florida	$1.09M	+$1.13M	1	0.05%	New
460	Rockefeller Capital Management New York	$1.09M	+$89.7K	3	0.02%	Increased
461	SCP Syntal Capital Partners Midland, Texas	$1.08M	+$1.13M	1	0.49%	New
462	Natixis Paris, France	$1.07M	+$1.12M	1	0.01%	New
463	WC Walthausen & Co Malta, New York	$1.07M	+$239K	1	0.14%	Increased
464	GCA Gideon Capital Advisors New York	$1.07M	+$849K	1	0.38%	Increased
465	EI EAM Investors Solana Beach, California	$1.06M	-$1.31M	1	0.26%	Reduced
466	VI Versor Investments New York	$1.05M	+$514K	1	0.1%	Increased
467	Tower Research Capital (TRC) New York	$1.04M	+$922K	9	0.06%	Increased
468	State of Alaska Department of Revenue Juneau, Alaska	$1.04M	+$7.63K	3	0.02%	Increased
469	PCM Perkins Capital Management Wayzata, Minnesota	$1.04M	-$97.1K	1	0.68%	Reduced
470	Creative Planning Overland Park, Kansas	$1.01M	+$540K	3	0%	Increased
471	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.01M	$0	1	0.24%	Maintained
472	FRM Fox Run Management Greenwich, Connecticut	$988K	+$833K	2	0.56%	Increased
473	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$984K	+$797K	1	0.02%	Increased
474	BPM Bowling Portfolio Management Cincinnati, Ohio	$979K	-$1.44K	1	0.16%	Reduced
475	JGUA John G. Ullman & Associates Corning, New York	$976K	-$9.79M	3	0.18%	Reduced