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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	AIM Alambic Investment Management Belvedere, California	$439K	+$504K	1	0.05%	New
502	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$436K	+$3.39K	1	0.01%	Increased
503	Commerce Bank Kansas City, Missouri	$434K	+$94.1K	1	0.01%	Increased
504	NA Navellier & Associates Reno, Nevada	$434K	-$2.32M	1	0.08%	Reduced
505	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$429K	+$644	1	0.05%	Increased
506	Verition Fund Management Greenwich, Connecticut	$419K	-$356K	2	0.04%	Reduced
507	SCM SOL Capital Management Rockville, Maryland	$412K	-$128K	1	0.12%	Reduced
508	TIA Trust Investment Advisors Indianapolis, Indiana	$412K	+$25.1K	1	0.46%	Increased
509	ANI American National Insurance Galveston, Texas	$402K	$0	1	0.02%	Maintained
510	CMANY Capital Management Associates (New York) New York	$398K	-$408K	1	0.57%	Reduced
511	BCM Bayesian Capital Management Brooklyn, New York	$392K	-$1.41M	2	0.08%	Reduced
512	Brighton Jones LLC Seattle, Washington	$391K	$0	1	0.05%	Maintained
513	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$391K	+$3.01K	1	0.01%	Increased
514	Baker Avenue Asset Management San Francisco, California	$379K	+$90K	1	0.04%	Increased
515	Glenmede Trust Philadelphia, Pennsylvania	$377K	-$206K	4	0%	Reduced
516	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$374K	-$1.07M	2	0.08%	Reduced
517	SAM Securian Asset Management St Paul, Minnesota	$368K	-$6.85K	1	0.01%	Reduced
518	HighTower Advisors Chicago, Illinois	$356K	-$255K	1	0%	Reduced
519	SW SVB Wealth Boston, Massachusetts	$356K	-$57.8K	2	0.01%	Reduced
520	WCM Washington Capital Management Seattle, Washington	$352K	$0	1	0.35%	Maintained
521	IA Icon Advisers Greenwood Village, Colorado	$345K	$0	1	0.02%	Maintained
522	TC Telemus Capital Southfield, Michigan	$345K	-$652K	1	0.03%	Reduced
523	Vident Investment Advisory Alpharetta, Georgia	$344K	+$174K	1	0.02%	Increased
524	OAM Origin Asset Management London, United Kingdom	$333K	-$271K	1	0.02%	Reduced
525	MAI Capital Management Independence, Ohio	$322K	+$150K	1	0.02%	Increased