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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
476	PineBridge Investments New York	$415K	-$38.8K	3	0.02%	Reduced
477	Capital Guardian Trust Los Angeles, California	$414K	+$181K	3	0%	Increased
478	AW Alpha Windward Westwood, Massachusetts	$408K	+$373K	1	0.29%	New
479	CPA Columbia Pacific Advisors Seattle, Washington	$405K	+$347K	1	0.42%	New
480	AIM Acrospire Investment Management Chicago, Illinois	$396K	+$354K	3	0.27%	New
481	TAM Telemark Asset Management Boston, Massachusetts	$391K	+$357K	1	0.1%	New
482	HSBC Holdings London, United Kingdom	$379K	-$57.2K	2	0%	Reduced
483	TCTC Holdings Dallas, Texas	$378K	$0	1	0.02%	Maintained
484	KMC Kirr Marbach & Co Columbus, Indiana	$377K	+$345K	1	0.08%	New
485	FCI Financial Counselors Inc Overland Park, Kansas	$371K	+$192	1	0.02%	Increased
486	JCM Janney Capital Management Pittsburgh, Pennsylvania	$370K	+$6.2K	1	0.02%	Increased
487	BRA Blue Rock Advisors Wayzata, Minnesota	$364K	-$404K	2	4.48%	Reduced
488	RCA Rex Capital Advisors Providence, Rhode Island	$363K	$0	1	0.37%	Maintained
489	WA WealthTrust Axiom Wayne, Pennsylvania	$360K	$0	1	0.14%	Maintained
490	YMRC Yorktown Management & Research Company Forest, Virginia	$360K	+$343K	1	0.07%	New
491	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$356K	-$10.2K	1	0.18%	Reduced
492	BCM Bluefin Capital Management New York	$351K	+$335K	1	0.04%	New
493	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$350K	+$211K	1	0.29%	Increased
494	Aviva London, United Kingdom	$344K	$0	1	0%	Maintained
495	SAM Securian Asset Management St Paul, Minnesota	$331K	+$15K	1	0.01%	Increased
496	Quadrature Capital London, United Kingdom	$328K	-$55.7K	1	0.05%	Reduced
497	HT HAP Trading New York	$320K	-$1.4M	1	0.02%	Reduced
498	Credit Agricole Montrouge Cedex, France	$310K	-$1.13M	2	0%	Reduced
499	AC Amici Capital New York	$299K	$0	1	0.04%	Maintained
500	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$297K	-$116K	3	0.28%	Reduced