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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	HPCM Hunter Perkins Capital Management Lombard, Illinois	$2.48M	-$1.45M	1	0.58%	Reduced
452	Madison Asset Management Madison, Wisconsin	$2.48M	-$430K	1	0.03%	Reduced
453	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.47M	+$928K	4	0.19%	Increased
454	Private Advisor Group Morristown, New Jersey	$2.46M	+$153K	3	0.01%	Increased
455	NewEdge Advisors New Orleans, Louisiana	$2.45M	+$1.16M	7	0.01%	Increased
456	Utah Retirement Systems Salt Lake City, Utah	$2.44M	+$24.1K	4	0.03%	Increased
457	Bahl & Gaynor Cincinnati, Ohio	$2.44M	-$104K	1	0.01%	Reduced
458	FSCM First Sabrepoint Capital Management Dallas, Texas	$2.42M	-$3.57M	1	0.9%	Reduced
459	O'Shaughnessy Asset Management Stamford, Connecticut	$2.4M	+$216K	3	0.02%	Increased
460	WIM Westside Investment Management Santa Monica, California	$2.38M	+$578K	3	0.51%	Increased
461	FRM Fox Run Management Greenwich, Connecticut	$2.38M	+$470K	4	0.37%	Increased
462	WPC White Pine Capital Bloomington, Minnesota	$2.37M	-$814K	3	0.82%	Reduced
463	Glenmede Trust Philadelphia, Pennsylvania	$2.35M	-$2.87M	4	0.01%	Reduced
464	Oppenheimer & Co New York	$2.32M	+$1.38M	2	0.04%	Increased
465	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.32M	+$307K	9	0.01%	Increased
466	JB Capital Wethersfield, Connecticut	$2.31M	+$277K	1	0.13%	Increased
467	Quadrant Capital Group Cincinnati, Ohio	$2.3M	+$1.76M	8	0.09%	Increased
468	PCM Prelude Capital Management New York	$2.3M	-$8.32M	3	0.17%	Reduced
469	Simplex Trading Chicago, Illinois	$2.22M	-$507K	5	0%	Reduced
470	SAM Securian Asset Management St Paul, Minnesota	$2.19M	+$14.8K	4	0.07%	Increased
471	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.19M	+$78.7K	1	0.04%	Increased
472	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.19M	+$2.15M	1	0.45%	Increased
473	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.18M	+$2.82M	2	0.6%	New
474	LCM Legato Capital Management San Francisco, California	$2.17M	-$2M	4	0.29%	Reduced
475	Vontobel Holding Zurich, Switzerland	$2.16M	-$16.1K	3	0.01%	Reduced