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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	Seizert Capital Partners Birmingham, Michigan	$2.1M	+$1.8M	1	0.1%	New
477	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$2.09M	+$496K	2	0.27%	Increased
478	WWM Whalen Wealth Management Las Vegas, Nevada	$2.09M	+$304K	3	1.48%	Increased
479	Winton Group London, United Kingdom	$2.08M	+$954K	2	0.15%	Increased
480	JB Capital Wethersfield, Connecticut	$2.07M	+$84.5K	1	0.12%	Increased
481	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.06M	$0	1	0.16%	Maintained
482	RIL Rothschild Investment LLC Chicago, Illinois	$2.04M	+$2.34K	7	0.13%	Increased
483	NIMC Nierenberg Investment Management Company Camas, Washington	$2.03M	+$1.91M	1	1.15%	New
484	Engineers Gate Manager New York	$2.03M	-$6.29M	5	0.04%	Reduced
485	William Blair & Company Chicago, Illinois	$2.01M	+$290K	3	0.01%	Increased
486	Jupiter Asset Management London, United Kingdom	$2.01M	+$1.83M	1	0.02%	New
487	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2M	-$28.2K	1	0.15%	Reduced
488	Quantbot Technologies New York	$1.97M	-$1.13M	3	0.08%	Reduced
489	SAM Soviero Asset Management New York	$1.96M	+$1.64M	1	1.78%	New
490	Liontrust Investment Partners London, United Kingdom	$1.92M	$0	1	0.03%	Maintained
491	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.91M	+$1.53M	3	0.14%	Increased
492	CMG Cavalry Management Group San Francisco, California	$1.9M	+$1.03M	1	8.53%	Increased
493	WCM Washington Capital Management Seattle, Washington	$1.81M	-$108K	2	1.4%	Reduced
494	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.8M	+$872K	1	0.08%	Increased
495	LCM Legato Capital Management San Francisco, California	$1.79M	-$3.68M	2	0.22%	Reduced
496	BSG Black Swift Group Boulder, Colorado	$1.78M	-$859K	1	0.39%	Reduced
497	ICM Ionic Capital Management New York	$1.78M	-$1.12M	1	0.31%	Reduced
498	LSC Lesa Sroufe & Co Seattle, Washington	$1.77M	+$1.13K	1	1.66%	Increased
499	Maryland State Retirement & Pension System Baltimore, Maryland	$1.77M	-$607K	4	0.04%	Reduced
500	Benjamin Edwards Inc Clayton, Missouri	$1.76M	+$1.51M	1	0.03%	Increased