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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
201	CCM Coe Capital Management Highland Park, Illinois	$5.67M	+$5.07M	2	1.66%	Increased
202	BlackRock New York	$5.64M	+$842K	5	0.01%	Increased
203	First Trust Advisors Wheaton, Illinois	$5.62M	+$556K	4	0.02%	Increased
204	OAM Oxford Asset Management Oxford, United Kingdom	$5.61M	+$4.41M	1	0.16%	Increased
205	Frontier Capital Management Boston, Massachusetts	$5.46M	-$142K	1	0.04%	Reduced
206	Zacks Investment Management Chicago, Illinois	$5.46M	-$238K	2	0.2%	Reduced
207	Trillium Asset Management Boston, Massachusetts	$5.4M	+$5.52M	1	0.51%	New
208	AQR Capital Management Greenwich, Connecticut	$5.29M	-$3.29M	3	0.02%	Reduced
209	Aperio Group Sausalito, California	$5.29M	+$5.41M	3	0.07%	New
210	Korea Investment Corp Seoul, South Korea	$5.24M	-$2.12M	1	0.05%	Reduced
211	Baird Milwaukee, Wisconsin	$5.05M	+$1.86M	3	0.07%	Increased
212	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.04M	+$5.26M	1	0.88%	New
213	PWAM Park West Asset Management San Francisco, California	$4.94M	+$2.32M	1	0.56%	Increased
214	AP Alydar Partners Boston, Massachusetts	$4.9M	+$5.04M	2	0.49%	New
215	USAA United Services Automobile Association San Antonio, Texas	$4.88M	+$1,000K	1	0.02%	Increased
216	SCM Stevens Capital Management Radnor, Pennsylvania	$4.85M	+$3.61M	3	0.13%	Increased
217	PRC Platte River Capital Denver, Colorado	$4.81M	-$83.5K	1	0.65%	Reduced
218	FNYS First New York Securities New York	$4.8M	+$4.91M	1	2.36%	New
219	Putnam Investments Boston, Massachusetts	$4.78M	+$1.94M	2	0.01%	Increased
220	Jennison Associates New York	$4.73M	-$118K	3	0%	Reduced
221	ING Group Amsterdam, Netherlands	$4.7M	+$4.86M	1	0.02%	New
222	Stifel Financial St. Louis, Missouri	$4.7M	+$4.85M	3	0.04%	New
223	GPCM Greenbrier Partners Capital Management Dallas, Texas	$4.67M	$0	1	1.23%	Maintained
224	TPSF Texas Permanent School Fund Austin, Texas	$4.66M	-$186K	3	0.05%	Reduced
225	Scout Investments Kansas City, Missouri	$4.59M	-$108K	2	0.05%	Reduced