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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	BCM Bayesian Capital Management Brooklyn, New York	$4.72M	+$2.9M	4	0.75%	Increased
452	Zacks Investment Management Chicago, Illinois	$4.69M	+$967K	1	0.04%	Increased
453	First Manhattan New York	$4.66M	-$833K	2	0.01%	Reduced
454	State of Alaska Department of Revenue Juneau, Alaska	$4.56M	-$151K	4	0.05%	Reduced
455	Los Angeles Capital Management Los Angeles, California	$4.53M	+$597K	5	0.02%	Increased
456	VAM Valliance Asset Management Central, Hong Kong	$4.46M	+$3.6M	1	35.18%	New
457	DM Diker Management New York	$4.42M	+$3.43M	2	4.15%	New
458	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$4.41M	-$45.3K	1	0.49%	Reduced
459	O'Shaughnessy Asset Management Stamford, Connecticut	$4.41M	+$1.42M	5	0.03%	Increased
460	Paradigm Capital Management Inc Albany, New York	$4.27M	+$319K	2	0.21%	Increased
461	Private Advisor Group Morristown, New Jersey	$4.22M	+$657K	4	0.02%	Increased
462	RWA Roberts Wealth Advisors Palo Alto, California	$4.21M	+$19.5K	1	1.21%	Increased
463	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$4.2M	-$200K	1	2.23%	Reduced
464	Nisa Investment Advisors St. Louis, Missouri	$4.11M	+$218K	8	0.02%	Increased
465	Eventide Asset Management Boston, Massachusetts	$4.1M	+$1.27M	3	0.07%	Increased
466	Simplex Trading Chicago, Illinois	$4.09M	-$71.4K	4	0%	Reduced
467	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.06M	+$3.28M	1	2.88%	New
468	F.L. Putnam Investment Management Lynnfield, Massachusetts	$4.06M	+$982K	1	0.07%	Increased
469	BC Belmont Capital Los Angeles, California	$4.04M	-$1.78M	1	0.61%	Reduced
470	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$4.02M	$0	3	1.13%	Maintained
471	&Partners Nashville, Tennessee	$4.02M	+$1.59M	5	0.03%	Increased
472	Stephens Inc Little Rock, Arkansas	$4M	+$2.22M	5	0.06%	Increased
473	NAAA New Age Alpha Advisors Rye, New York	$3.96M	-$587K	1	0.17%	Reduced
474	Bridgewater Associates Westport, Connecticut	$3.9M	+$3.44M	1	0.02%	New
475	E Fund Management Guangzhou, China	$3.86M	+$2.54M	3	0.18%	New