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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
501	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$386K	+$67.4K	1	0.29%	Increased
502	Private Advisor Group Morristown, New Jersey	$386K	+$221K	2	0.01%	Increased
503	Sowell Financial Services North Little Rock, Arkansas	$374K	+$319K	2	0.13%	New
504	Teacher Retirement System of Texas Austin, Texas	$365K	-$7.61M	2	0%	Reduced
505	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$363K	$0	2	0.32%	Maintained
506	Pacer Advisors Malvern, Pennsylvania	$360K	+$63K	2	0.05%	Increased
507	MC Miles Capital West Des Moines, Iowa	$358K	+$33.1K	2	0.22%	Increased
508	Penserra Capital Management Orinda, California	$358K	+$338K	1	0.04%	New
509	First Citizens Bank & Trust Raleigh, North Carolina	$354K	-$164K	1	0.04%	Reduced
510	KWMG King Wealth Management Group Naples, Florida	$350K	+$346K	1	0.16%	New
511	IB Intrust Bank Wichita, Kansas	$345K	-$93.2K	1	0.13%	Reduced
512	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$340K	+$333K	1	0.26%	New
513	RCM Riverhead Capital Management Wilmington, Delaware	$340K	+$4.37K	5	0.02%	Increased
514	PAG Pinnacle Advisory Group Columbia, Maryland	$339K	$0	1	0.02%	Maintained
515	SCM SOL Capital Management Rockville, Maryland	$337K	+$132K	1	0.1%	Increased
516	FA FDx Advisors Chicago, Illinois	$325K	-$1.53M	1	0.01%	Reduced
517	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$322K	-$1.19M	1	0.02%	Reduced
518	LSCM LaSalle Street Capital Management Chicago, Illinois	$321K	-$212K	1	0.29%	Reduced
519	PCM Prelude Capital Management New York	$316K	+$161K	4	0.04%	Increased
520	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$314K	-$462K	3	0%	Reduced
521	Zurich Cantonal Bank Zurich, Switzerland	$311K	-$153K	6	0%	Reduced
522	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$310K	+$35.4K	1	0.15%	Increased
523	SCI S&CO Inc Boston, Massachusetts	$309K	+$291K	1	0.04%	New
524	TCTC Holdings Dallas, Texas	$308K	+$302K	1	0.02%	New
525	RCA Rex Capital Advisors Providence, Rhode Island	$307K	$0	1	0.29%	Maintained