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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	FRM Foundation Resource Management Little Rock, Arkansas	$1.71M	-$12.9K	1	0.45%	Reduced
452	ACM AlphaCrest Capital Management New York	$1.7M	-$2.3M	3	0.14%	Reduced
453	KM Kalos Management Alpharetta, Georgia	$1.69M	+$52.3K	1	0.72%	Increased
454	CIC Chase Investment Counsel Charlottesville, Virginia	$1.68M	+$1.69M	1	0.74%	New
455	GPCM Granite Point Capital Management Boston, Massachusetts	$1.67M	-$376K	1	0.09%	Reduced
456	Martingale Asset Management Boston, Massachusetts	$1.67M	-$1.66M	2	0.02%	Reduced
457	RAM Redmond Asset Management Henrico, Virginia	$1.66M	$0	2	0.59%	Maintained
458	OIA Optimum Investment Advisors Chicago, Illinois	$1.63M	-$35.3K	3	0.5%	Reduced
459	SEC Seven Eight Capital New York	$1.63M	+$854K	2	0.37%	Increased
460	SC Shay Capital New York	$1.63M	+$1.45M	3	0.36%	New
461	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.63M	+$113K	8	0.31%	Increased
462	MP McDonald Partners Cleveland, Ohio	$1.62M	+$1.47M	1	0.46%	New
463	LCS Levin Capital Strategies New York	$1.6M	+$1.08M	4	0.18%	Increased
464	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.6M	-$127K	2	0.38%	Reduced
465	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.6M	+$176K	3	0.08%	Increased
466	Capital Markets Trading (UK) London, United Kingdom	$1.59M	+$280K	1	0.02%	Increased
467	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.56M	+$433K	2	0.24%	Increased
468	Evergreen Capital Management Bellevue, Washington	$1.56M	+$1.53M	1	0.09%	Increased
469	Diversified Trust Memphis, Tennessee	$1.55M	+$260K	2	0.06%	Increased
470	PC Provenire Capital Eden Prairie, Minnesota	$1.55M	+$115K	1	2.8%	Increased
471	MML Investors Services Springfield, Massachusetts	$1.52M	+$182K	3	0.02%	Increased
472	PPCM Pillar Pacific Capital Management Pacifica, California	$1.52M	$0	2	0.13%	Maintained
473	FHB First Hawaiian Bank Honolulu, Hawaii	$1.51M	+$60.3K	1	0.07%	Increased
474	William Blair & Company Chicago, Illinois	$1.5M	-$17.4K	2	0.01%	Reduced
475	GCP GSA Capital Partners London, United Kingdom	$1.49M	-$208K	3	0.24%	Reduced