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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
576	Laird Norton Wetherby Wealth Management San Francisco, California	$1.01M	+$78.8K	2	0.05%	Increased
577	PCM Penn Capital Management Philadelphia, Pennsylvania	$1.01M	-$9.82M	1	0.09%	Reduced
578	Fulton Bank Lancaster, Pennsylvania	$1M	-$14.3K	2	0.04%	Reduced
579	FSA Fort Sheridan Advisors Highland Park, Illinois	$1M	+$24.1K	1	0.15%	Increased
580	Trexquant Investment Stamford, Connecticut	$984K	-$3.49M	1	0.01%	Reduced
581	SC Savoie Capital Chicago, Illinois	$983K	$0	1	0.12%	Maintained
582	Smithfield Trust Pittsburgh, Pennsylvania	$978K	-$14.2K	2	0.05%	Reduced
583	FIM Freedom Investment Management Hartford, Connecticut	$971K	+$524K	2	0.08%	Increased
584	Vident Advisory Alpharetta, Georgia	$966K	-$912K	4	0.02%	Reduced
585	Principal Securities Des Moines, Iowa	$963K	+$146K	8	0.02%	Increased
586	Jacobs Levy Equity Management Florham Park, New Jersey	$955K	-$239K	1	0%	Reduced
587	Rafferty Asset Management New York	$952K	-$483K	2	0%	Reduced
588	Lido Advisors Los Angeles, California	$936K	-$62.1K	3	0%	Reduced
589	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$924K	+$596K	1	0.13%	Increased
590	AIM Aigen Investment Management New York	$910K	-$402K	2	0.18%	Reduced
591	PCM Perkins Capital Management Wayzata, Minnesota	$908K	-$105K	1	0.85%	Reduced
592	Mackenzie Financial Toronto Ontario, Ontario, Canada	$893K	-$2.57M	3	0%	Reduced
593	AI Aperture Investors New York	$893K	+$750K	1	0.11%	New
594	CIBC Asset Management Toronto, Ontario, Canada	$891K	+$243K	3	0%	Increased
595	BPIM Brant Point Investment Management New York	$889K	+$747K	1	0.1%	New
596	ADL Asset Dedication LLC San Francisco, California	$877K	-$85	3	0.06%	Reduced
597	Diversified Trust Memphis, Tennessee	$861K	+$34.5K	1	0.02%	Increased
598	LOAMU Lombard Odier Asset Management (USA) New York	$854K	+$718K	1	0.06%	New
599	Oppenheimer & Co New York	$848K	+$37.8K	3	0.01%	Increased
600	FAIM Financial Advocates Investment Management Olympia, Washington	$845K	+$919K	1	0.05%	New