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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	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$331K	-$347K	2	0.15%	Reduced
477	JCM Janney Capital Management Pittsburgh, Pennsylvania	$319K	$0	1	0.02%	Maintained
478	Analytic Investors Los Angeles, California	$316K	-$1.07M	1	0%	Reduced
479	FAM Fortaleza Asset Management Chicago, Illinois	$310K	-$168K	3	0.25%	Reduced
480	Zacks Investment Management Chicago, Illinois	$304K	-$728K	1	0.01%	Reduced
481	PAM Princeton Alpha Management Princeton Junction, New Jersey	$300K	-$752K	1	0.05%	Reduced
482	WA WealthTrust Axiom Wayne, Pennsylvania	$297K	-$15.3K	1	0.11%	Reduced
483	SAM Securian Asset Management St Paul, Minnesota	$294K	-$31.8K	1	0.01%	Reduced
484	HC Henshaw Capital Woburn, Massachusetts	$291K	+$86.6K	1	0.04%	Increased
485	KMC Kirr Marbach & Co Columbus, Indiana	$286K	-$42.7K	1	0.06%	Reduced
486	RHBC R.H. Bluestein & Co Birmingham, Michigan	$285K	$0	1	0.02%	Maintained
487	Laird Norton Wetherby Wealth Management San Francisco, California	$274K	+$105K	1	0.06%	Increased
488	TH Timber Hill Greenwich, Connecticut	$271K	+$261K	1	0%	New
489	FBC Fairfield, Bush & Co Darien, Connecticut	$268K	-$849	1	0.09%	Reduced
490	WIA Westbourne Investment Advisors Annapolis, Maryland	$266K	-$231K	1	0.24%	Reduced
491	IFP Advisors Tampa, Florida	$264K	+$261K	7	0.01%	Increased
492	LIA LS Investment Advisors Bloomfield Hills, Michigan	$261K	+$58.8K	5	0.02%	Increased
493	PAG Pinnacle Advisory Group Columbia, Maryland	$260K	$0	1	0.02%	Maintained
494	OA Oak Associates Akron, Ohio	$258K	+$281K	1	0.03%	New
495	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$258K	+$249K	1	0.26%	New
496	PAM PT Asset Management Chicago, Illinois	$254K	+$110K	1	0.04%	Increased
497	YMRC Yorktown Management & Research Company Forest, Virginia	$253K	$0	1	0.06%	Maintained
498	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$250K	+$11.2K	1	0.05%	Increased
499	BCM Bluefin Capital Management New York	$247K	$0	1	0.02%	Maintained
500	Greenleaf Trust Kalamazoo, Michigan	$242K	+$25	1	0.01%	Increased