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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
776	North Dakota State Investment Board Bismarck, North Dakota	$8.56M	+$1.66M	6	0.35%	Increased
777	JB Capital Wethersfield, Connecticut	$8.54M	+$193K	1	0.3%	Increased
778	VIM Vista Investment Management Pittsburgh, Pennsylvania	$8.53M	-$1.66M	1	2.56%	Reduced
779	Venture Visionary Partners Sylvania, Ohio	$8.51M	-$3.35M	4	0.24%	Reduced
780	Capital International Los Angeles, California	$8.41M	+$7.85M	2	0.27%	New
781	PA Proem Advisors Dallas, Texas	$8.4M	+$6.6M	2	0.45%	New
782	Shelton Capital Management Denver, Colorado	$8.36M	+$6.74M	4	0.16%	Increased
783	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$8.28M	-$1.25M	1	0.83%	Reduced
784	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$8.28M	-$16M	2	2.48%	Reduced
785	BOK Financial Tulsa, Oklahoma	$8.23M	+$920K	2	0.11%	Increased
786	DRP Decker Retirement Planning Levi, Utah	$8.22M	+$8.02M	2	2.8%	New
787	LCM Landscape Capital Management Englewood, New Jersey	$8.21M	+$1.45M	4	0.53%	Increased
788	WAM Westport Asset Management Southport, Connecticut	$8.15M	$0	1	3.33%	Maintained
789	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.12M	-$1.9M	1	0.77%	Reduced
790	OIMU Osmosis Investment Management UK London, United Kingdom	$8.11M	+$2.32M	4	0.38%	Increased
791	Laurion Capital Management New York	$8.08M	+$7.48M	5	0.21%	New
792	Lighthouse Investment Partners Palm Beach Gardens, Florida	$7.99M	-$409K	3	0.22%	Reduced
793	WesBanco Bank Wheeling, West Virginia	$7.94M	+$6.87M	4	0.2%	Increased
794	Capitolis Liquid Global Markets New York	$7.94M	+$6.92M	1	0.03%	New
795	TCM Tieton Capital Management Yakima, Washington	$7.93M	-$7.25M	1	2.28%	Reduced
796	GAMH Greenwoods Asset Management (HK) Hong Kong	$7.93M	+$1.09M	1	0.36%	Increased
797	JCM JAT Capital Management Greenwich, Connecticut	$7.92M	-$9.52M	3	16.7%	Reduced
798	PCM Princeton Capital Management Red Bank, New Jersey	$7.86M	+$10.5K	2	1.77%	Increased
799	Allworth Financial Folsom, California	$7.82M	+$1.77M	10	0.03%	Increased
800	SIA Strategic Investment Advisors Farmington Hills, Michigan	$7.82M	+$1.36M	2	0.47%	Increased