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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	IP Intellectus Partners San Francisco, California	$2.51M	-$155K	1	0.75%	Reduced
452	LSC Lesa Sroufe & Co Seattle, Washington	$2.49M	+$47.8K	1	2.5%	Increased
453	Shelton Capital Management Denver, Colorado	$2.49M	-$13.2K	4	0.09%	Reduced
454	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$2.48M	+$10.2K	1	0.4%	Increased
455	IAN Integrated Advisors Network Dallas, Texas	$2.48M	+$569K	2	0.15%	Increased
456	IFP Advisors Tampa, Florida	$2.48M	+$1.9M	9	0.08%	Increased
457	SFM Systematic Financial Management Teaneck, New Jersey	$2.47M	-$13.8M	3	0.08%	Reduced
458	CPA Cowen Prime Advisors New York	$2.46M	-$131K	1	1.03%	Reduced
459	JP Morgan Private Wealth Advisors San Francisco, California	$2.45M	+$426K	4	0.01%	Increased
460	CM Crestline Management Fort Worth, Texas	$2.39M	-$1.88M	1	0.29%	Reduced
461	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.35M	$0	3	0.07%	Maintained
462	OR Olympiad Research Stamford, Connecticut	$2.33M	+$801K	2	0.71%	Increased
463	HCM Horrell Capital Management Little Rock, Arkansas	$2.32M	$0	1	0.76%	Maintained
464	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.32M	+$2.39M	3	0.63%	New
465	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.28M	-$2.55M	1	0.01%	Reduced
466	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.28M	-$11.8K	1	0.25%	Reduced
467	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.25M	-$303K	3	0.74%	Reduced
468	Pathstone Family Office Englewood, New Jersey	$2.24M	-$32.9K	3	0.05%	Reduced
469	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.22M	+$28.2K	1	0.19%	Increased
470	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.21M	+$2.38M	1	0.43%	New
471	CAM Cubic Asset Management Boston, Massachusetts	$2.19M	+$492K	1	0.51%	Increased
472	Regions Financial Corp Birmingham, Alabama	$2.18M	+$2.19M	1	0.02%	New
473	FIM Freedom Investment Management Hartford, Connecticut	$2.17M	-$2.62M	2	0.19%	Reduced
474	MHP Manatuck Hill Partners Westport, Connecticut	$2.17M	-$1.59M	1	0.84%	Reduced
475	SAM Securian Asset Management St Paul, Minnesota	$2.16M	+$1.18K	3	0.04%	Increased