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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	TC TownSquare Capital Provo, Utah	$1.91M	-$133K	1	0.05%	Reduced
452	CPA Cowen Prime Advisors New York	$1.89M	$0	1	1.08%	Maintained
453	UMB Bank Kansas City, Missouri	$1.89M	+$12.2K	5	0.03%	Increased
454	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.86M	$0	1	0.52%	Maintained
455	M&T Bank Buffalo, New York	$1.86M	+$1.84M	3	0.01%	Increased
456	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.85M	-$59.4K	1	2.05%	Reduced
457	FA Friess Associates Greenville, Delaware	$1.84M	-$1.88M	1	3.06%	Reduced
458	Utah Retirement Systems Salt Lake City, Utah	$1.82M	+$318K	3	0.03%	Increased
459	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.82M	+$2.06M	1	0.23%	New
460	MI MMCAP International Grand Cayman, Cayman Islands	$1.81M	-$151K	1	0.15%	Reduced
461	SW SlateStone Wealth Jupiter, Florida	$1.79M	$0	1	0.46%	Maintained
462	Catalyst Capital Advisors Huntington, New York	$1.78M	+$47.5K	1	0.07%	Increased
463	VCM Voce Capital Management San Francisco, California	$1.78M	+$2.01M	1	0.89%	New
464	PWAC Private Wealth Advisors (California) Fresno, California	$1.77M	-$67.1K	1	0.65%	Reduced
465	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.76M	-$712K	4	0.14%	Reduced
466	Maryland State Retirement & Pension System Baltimore, Maryland	$1.75M	+$501K	4	0.06%	Increased
467	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.75M	$0	1	0.49%	Maintained
468	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.75M	$0	1	0.33%	Maintained
469	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.74M	$0	3	0.7%	Maintained
470	Laurion Capital Management New York	$1.74M	+$1.84M	1	0.03%	Increased
471	Pathstone Family Office Englewood, New Jersey	$1.73M	+$116K	3	0.04%	Increased
472	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.73M	+$20.3K	1	0.17%	Increased
473	WPC White Pine Capital Bloomington, Minnesota	$1.72M	-$4.3M	1	0.67%	Reduced
474	Y-Intercept (HK) Hong Kong	$1.7M	+$1.89M	2	0.22%	Increased
475	Mercer Global Advisors Denver, Colorado	$1.68M	-$440K	5	0.01%	Reduced