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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	Royal Bank of Canada Toronto, Ontario, Canada	$6.34M	-$1.63M	9	0%	Reduced
202	Buckingham Strategic Wealth Clayton, Missouri	$6.3M	$0	1	2.22%	Maintained
203	WSA Wall Street Associates Lajolla, California	$6.26M	-$3.83M	3	1.2%	Reduced
204	NIP Nicholas Investment Partners Rancho Santa Fe, California	$6.09M	+$3.89M	2	0.44%	Increased
205	Creative Planning Overland Park, Kansas	$5.92M	+$595K	8	0.05%	Increased
206	HAM Hillcrest Asset Management Plano, Texas	$5.84M	+$6.26M	1	1.94%	New
207	TC TFS Capital West Chester, Pennsylvania	$5.82M	+$166K	5	0.56%	Increased
208	Guggenheim Capital Chicago, Illinois	$5.81M	-$7.82M	6	0.02%	Reduced
209	CI Global Investments Oakland, California	$5.8M	+$6.31M	1	0.14%	New
210	CAM Contour Asset Management New York	$5.79M	-$449K	1	0.33%	Reduced
211	First Trust Advisors Wheaton, Illinois	$5.77M	-$539K	4	0.02%	Reduced
212	Bank of Montreal Toronto, Ontario, Canada	$5.69M	+$2.05M	7	0.01%	Increased
213	MCM McKinley Capital Management Anchorage, Alaska	$5.53M	-$3.95K	1	0.27%	Reduced
214	Jacobs Levy Equity Management Florham Park, New Jersey	$5.52M	-$10.1M	3	0.11%	Reduced
215	Marshall Wace London, United Kingdom	$5.49M	+$2.42M	4	0.07%	Increased
216	Needham Investment Management New York	$5.47M	-$1.03M	1	1.37%	Reduced
217	Driehaus Capital Management Chicago, Illinois	$5.44M	-$3.82M	2	0.2%	Reduced
218	GIPM G2 Investment Partners Management New York	$5.22M	+$105K	1	1.95%	Increased
219	Scout Investments Kansas City, Missouri	$5.18M	$0	2	0.12%	Maintained
220	TCM Tygh Capital Management Portland, Oregon	$5.17M	+$383K	1	1.22%	Increased
221	State of Michigan Retirement System Lansing, Michigan	$5.14M	+$62.8K	2	0.04%	Increased
222	SRC Shufro Rose & Co New York	$5.14M	-$19K	1	0.62%	Reduced
223	Artisan Partners Milwaukee, Wisconsin	$5.12M	-$7.91M	1	0.01%	Reduced
224	Employees Retirement System of Texas Austin, Texas	$5.1M	+$4.51M	2	0.07%	Increased
225	BNP Paribas Asset Management Paris, France	$5.02M	+$799K	2	0.04%	Increased