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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	CIM CIM Investment Management Pittsburgh, Pennsylvania	$693K	-$27	3	0.25%	Reduced
477	TDC Thompson Davis & Co Richmond, Virginia	$688K	+$319K	4	1.22%	Increased
478	Carnegie Investment Counsel Pepper Pike, Ohio	$687K	+$530K	1	0.08%	Increased
479	DCM Dynamic Capital Management St. Helier, Jersey	$681K	-$1.17M	1	0.2%	Reduced
480	SCM SOL Capital Management Rockville, Maryland	$678K	+$29.1K	1	0.19%	Increased
481	IFP Advisors Tampa, Florida	$675K	-$123K	7	0.03%	Reduced
482	PAM PVG Asset Management Golden, Colorado	$674K	+$734K	1	0.3%	New
483	RA Rational Advisors Huntington, New York	$672K	+$661K	3	0.36%	Increased
484	VFA Virtus Fund Advisers Hartford, Connecticut	$652K	-$36.8K	1	0.01%	Reduced
485	Parallax Volatility Advisers San Francisco, California	$647K	-$2.53M	4	0%	Reduced
486	TAM Tyers Asset Management Austin, Texas	$644K	+$99.8K	5	0.02%	Increased
487	TCM Tributary Capital Management Omaha, Nebraska	$643K	-$909K	1	0.06%	Reduced
488	OAM Origin Asset Management London, United Kingdom	$641K	$0	2	0.04%	Maintained
489	Teacher Retirement System of Texas Austin, Texas	$636K	+$16.4K	3	0%	Increased
490	SM Senvest Management New York	$634K	+$770K	1	0.04%	New
491	DIA Denver Investment Advisors Denver, Colorado	$632K	+$278K	1	0.03%	Increased
492	William Blair & Company Chicago, Illinois	$632K	-$252K	2	0%	Reduced
493	BPM Bowling Portfolio Management Cincinnati, Ohio	$627K	-$370K	1	0.09%	Reduced
494	Zurich Cantonal Bank Zurich, Switzerland	$624K	$0	7	0.01%	Maintained
495	1CM 1492 Capital Management Milwaukee, Wisconsin	$611K	-$2.31M	1	0.54%	Reduced
496	Glenmede Trust Philadelphia, Pennsylvania	$610K	+$130K	7	0%	Increased
497	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$599K	-$12.4K	1	0.44%	Reduced
498	OTC Opera Trading Capital Paris, France	$598K	-$2.18M	1	0.08%	Reduced
499	RHBC R.H. Bluestein & Co Birmingham, Michigan	$598K	+$155K	1	0.03%	Increased
500	Level Four Advisory Services Dallas, Texas	$592K	+$615K	1	0.05%	New