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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	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.12M	-$2.22M	1	0.39%	Reduced
452	FHB First Hawaiian Bank Honolulu, Hawaii	$4.11M	-$251K	3	0.13%	Reduced
453	SRL Scientech Research LLC Jersey City, New Jersey	$4.11M	+$2.64M	5	1.16%	Increased
454	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.1M	+$2.2M	4	0.01%	Increased
455	Granahan Investment Management Waltham, Massachusetts	$4.02M	-$2.21M	1	0.17%	Reduced
456	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.02M	+$2.97M	1	0.35%	New
457	Acadian Asset Management Boston, Massachusetts	$4.01M	+$2.28M	1	0.01%	Increased
458	Park Avenue Securities New York	$4.01M	+$556K	4	0.04%	Increased
459	AFM Anson Funds Management Dallas, Texas	$4M	+$2.98M	1	0.4%	New
460	Nisa Investment Advisors St. Louis, Missouri	$3.98M	+$64.1K	9	0.02%	Increased
461	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$3.96M	-$22.6K	1	0.5%	Reduced
462	Channing Capital Management Chicago, Illinois	$3.96M	-$18M	1	0.11%	Reduced
463	Madison Asset Management Madison, Wisconsin	$3.95M	-$11.3M	1	0.04%	Reduced
464	Madison Investment Advisors Madison, Wisconsin	$3.95M	+$3.34M	1	0.04%	New
465	HCM Hodges Capital Management Dallas, Texas	$3.93M	-$5.98M	1	0.24%	Reduced
466	Centiva Capital New York	$3.79M	+$2.4M	5	0.08%	Increased
467	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$3.76M	$0	3	1.11%	Maintained
468	QRG Capital Management Chicago, Illinois	$3.73M	+$767K	3	0.04%	Increased
469	Circle Wealth Management Summit, New Jersey	$3.72M	+$316K	2	0.08%	Increased
470	SWM Segment Wealth Management Houston, Texas	$3.69M	$0	1	0.25%	Maintained
471	Bahl & Gaynor Cincinnati, Ohio	$3.67M	$0	1	0.02%	Maintained
472	PD Point72 (DIFC) Dubai, United Arab Emirates	$3.64M	+$2.14M	5	0.13%	Increased
473	Corient Private Wealth Miami, Florida	$3.63M	+$137K	6	0.01%	Increased
474	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$3.62M	+$2.72M	3	0.65%	Increased
475	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.6M	-$74.2K	4	0.11%	Reduced