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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	CL Croft-Leominster Baltimore, Maryland	$646K	$0	1	0.15%	Maintained
502	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$629K	+$20K	1	0.43%	Increased
503	SCM Southport Capital Management Chattanooga, Tennessee	$618K	+$584K	1	0.27%	New
504	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$611K	+$1.49K	1	0.01%	Increased
505	MC Montag & Caldwell Atlanta, Georgia	$604K	-$603K	1	0.02%	Reduced
506	VFA Virtus Fund Advisers Hartford, Connecticut	$597K	+$78.2K	1	0.01%	Increased
507	Commerce Bank Kansas City, Missouri	$596K	$0	1	0.01%	Maintained
508	Shelton Capital Management Denver, Colorado	$596K	+$26.3K	2	0.04%	Increased
509	IA Icon Advisers Greenwood Village, Colorado	$591K	-$620K	1	0.04%	Reduced
510	LWM Lenox Wealth Management Cincinnati, Ohio	$589K	+$574K	1	0.24%	New
511	Advent Capital Management New York	$588K	+$564K	2	0.01%	New
512	FRM Fox Run Management Greenwich, Connecticut	$566K	-$554K	2	0.2%	Reduced
513	Tudor Investment Corp Stamford, Connecticut	$549K	-$158K	1	0.02%	Reduced
514	DZ Bank Frankfurt Am Main, Germany	$539K	+$510K	1	0%	New
515	BLAM Bourne Lent Asset Management Pawling, New York	$534K	+$90.5K	1	0.29%	Increased
516	DTL Dynamic Technology Lab Singapore	$526K	-$938K	2	0.1%	Reduced
517	Glenmede Trust Philadelphia, Pennsylvania	$522K	$0	8	0%	Maintained
518	TAM Tyers Asset Management Austin, Texas	$522K	+$222K	5	0.02%	Increased
519	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$518K	+$1.39K	1	0.01%	Increased
520	MAG Millrace Asset Group Berwyn, Pennsylvania	$513K	-$790K	1	0.49%	Reduced
521	1GA 1st Global Advisors Dallas, Texas	$510K	-$4.86K	1	0.06%	Reduced
522	MC Menta Capital San Francisco, California	$510K	+$93.8K	1	0.06%	Increased
523	HSBC Holdings London, United Kingdom	$509K	+$51.5K	2	0%	Increased
524	DIA Denver Investment Advisors Denver, Colorado	$472K	-$366K	1	0.02%	Reduced
525	RHBC R.H. Bluestein & Co Birmingham, Michigan	$462K	+$150K	1	0.03%	Increased