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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	Granahan Investment Management Waltham, Massachusetts	$651K	-$391K	1	0.07%	Reduced
477	LIA LS Investment Advisors Bloomfield Hills, Michigan	$640K	+$175K	5	0.04%	Increased
478	FMT First Mercantile Trust Cordova, Tennessee	$627K	-$892K	3	0.1%	Reduced
479	TC TFS Capital West Chester, Pennsylvania	$624K	+$665K	2	0.2%	New
480	TC Telemus Capital Southfield, Michigan	$618K	+$434K	1	0.06%	New
481	CL Croft-Leominster Baltimore, Maryland	$610K	+$634K	1	0.14%	New
482	LSCM LaSalle Street Capital Management Chicago, Illinois	$605K	+$224K	2	0.5%	Increased
483	O'Shaughnessy Asset Management Stamford, Connecticut	$605K	-$1.25M	3	0.01%	Reduced
484	Level Four Advisory Services Dallas, Texas	$598K	+$555K	1	0.06%	New
485	CAM Columbia Asset Management Ann Arbor, Michigan	$587K	+$317K	1	0.2%	Increased
486	Gateway Investment Advisers Cincinnati, Ohio	$586K	$0	1	0.01%	Maintained
487	Teacher Retirement System of Texas Austin, Texas	$582K	+$170K	3	0%	Increased
488	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$575K	+$8.02K	1	0.01%	Increased
489	GA Geneva Advisors Chicago, Illinois	$569K	+$595K	1	0.01%	New
490	Tower Research Capital (TRC) New York	$560K	+$185K	7	0.06%	Increased
491	Carnegie Investment Counsel Pepper Pike, Ohio	$555K	+$337K	1	0.07%	New
492	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$553K	+$4.38K	1	0.07%	Increased
493	Capstone Investment Advisors New York	$550K	-$436K	1	0.01%	Reduced
494	WA WealthTrust Axiom Wayne, Pennsylvania	$544K	$0	1	0.2%	Maintained
495	1GA 1st Global Advisors Dallas, Texas	$541K	+$10.6K	1	0.06%	Increased
496	CFP Cornerstone Financial Partners Huntersville, North Carolina	$541K	+$560K	1	0.18%	New
497	SCM SOL Capital Management Rockville, Maryland	$537K	+$146K	1	0.15%	Increased
498	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$536K	+$93.3K	1	0.37%	Increased
499	EP Elkfork Partners Portland, Oregon	$535K	+$1.65K	5	0.02%	Increased
500	Shelton Capital Management Denver, Colorado	$534K	+$221K	2	0.04%	Increased