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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	RIM Regent Investment Management Louisville, Kentucky	$780K	-$31.1K	1	0.27%	Reduced
477	Greenleaf Trust Kalamazoo, Michigan	$778K	+$4.8K	2	0.02%	Increased
478	GC Globeflex Capital San Diego, California	$774K	-$2.27M	2	0.19%	Reduced
479	CIM CIM Investment Management Pittsburgh, Pennsylvania	$765K	-$14.6K	2	0.27%	Reduced
480	LIA LS Investment Advisors Bloomfield Hills, Michigan	$747K	+$82K	6	0.05%	Increased
481	FA Fagan Associates Troy, New York	$729K	+$686K	1	0.38%	New
482	TA Teton Advisors Rye, New York	$727K	$0	1	0.07%	Maintained
483	RCM Riverhead Capital Management Wilmington, Delaware	$718K	+$314K	6	0.04%	Increased
484	PTC Petrus Trust Company Dallas, Texas	$712K	+$461K	2	0.17%	Increased
485	KWMG King Wealth Management Group Naples, Florida	$711K	-$307K	1	0.28%	Reduced
486	Numeric Investors Boston, Massachusetts	$707K	+$211K	1	0.01%	Increased
487	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$703K	+$664K	1	0.81%	New
488	BA Boston Advisors Boston, Massachusetts	$702K	-$18K	1	0.02%	Reduced
489	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$700K	+$164K	1	0.1%	Increased
490	BCM Bluefin Capital Management New York	$696K	+$170K	1	0.08%	Increased
491	PPCM Pillar Pacific Capital Management Pacifica, California	$693K	-$22.7K	2	0.09%	Reduced
492	SW SVB Wealth Boston, Massachusetts	$692K	+$766	2	0.03%	Increased
493	Teacher Retirement System of Texas Austin, Texas	$690K	+$68.3K	3	0%	Increased
494	Brinker Capital Berwyn, Pennsylvania	$673K	-$120K	1	0.03%	Reduced
495	Panagora Asset Management Boston, Massachusetts	$672K	-$615K	5	0%	Reduced
496	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$669K	-$2.62M	1	0.03%	Reduced
497	SCM SOL Capital Management Rockville, Maryland	$669K	+$57K	1	0.18%	Increased
498	BHB Bank Hapoalim BM Tel Aviv, Israel	$653K	+$288K	1	0.16%	Increased
499	Zurich Cantonal Bank Zurich, Switzerland	$649K	+$172K	7	0.01%	Increased
500	OAM Origin Asset Management London, United Kingdom	$647K	+$244K	2	0.04%	Increased