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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	Schonfeld Strategic Advisors New York	$594K	+$532K	1	0.03%	New
477	CIM CIM Investment Management Pittsburgh, Pennsylvania	$587K	-$202K	2	0.21%	Reduced
478	CAM ClariVest Asset Management San Diego, California	$587K	-$136K	1	0.01%	Reduced
479	SCM Silvant Capital Management Atlanta, Georgia	$586K	$0	1	0.07%	Maintained
480	CCM Concourse Capital Management Atlanta, Georgia	$581K	$0	1	0.34%	Maintained
481	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$577K	-$44.8K	1	0.24%	Reduced
482	PineBridge Investments New York	$572K	+$18.1K	1	0.01%	Increased
483	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$570K	+$26.7K	1	0.08%	Increased
484	TIA Trust Investment Advisors Indianapolis, Indiana	$564K	+$897	1	0.58%	Increased
485	RIM Regent Investment Management Louisville, Kentucky	$557K	-$75.7K	1	0.17%	Reduced
486	Virginia Retirement Systems Richmond, Virginia	$557K	-$312K	1	0.01%	Reduced
487	Level Four Advisory Services Dallas, Texas	$553K	+$550K	1	0.06%	New
488	SM Southport Management Wilson, Wyoming	$547K	-$70K	1	3.43%	Reduced
489	Sigma Planning Corp Ann Arbor, Michigan	$543K	+$3.95K	1	0.03%	Increased
490	AB AT Bancorp Dubuque, Iowa	$542K	-$65.3K	1	0.06%	Reduced
491	BRF B. Riley Financial Los Angeles, California	$540K	+$86.7K	1	0.15%	Increased
492	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$540K	$0	1	0.38%	Maintained
493	CPP Crow Point Partners Boston, Massachusetts	$539K	+$49.1K	1	0.09%	Increased
494	Baker Avenue Asset Management San Francisco, California	$535K	$0	1	0.04%	Maintained
495	CI Cowen Inc New York	$524K	+$523K	1	0.05%	New
496	P Pitcairn Conshohocken, Pennsylvania	$521K	+$500K	1	0.05%	New
497	WCM Washington Capital Management Seattle, Washington	$519K	-$98.1K	1	0.5%	Reduced
498	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$517K	-$69.5K	2	0.36%	Reduced
499	DP DSAM Partners London, United Kingdom	$513K	+$460K	1	0.08%	New
500	IP Isthmus Partners Madison, Wisconsin	$513K	+$26.6K	1	0.13%	Increased