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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.49M	-$2.27M	1	1.17%	Reduced
202	CCM Cinctive Capital Management New York	$7.44M	+$4.21M	2	1.66%	Increased
203	LPL Financial San Diego, California	$7.44M	+$74.8K	5	0.02%	Increased
204	Engineers Gate Manager New York	$7.36M	+$1.13M	6	0.53%	Increased
205	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.36M	-$380K	5	0.03%	Reduced
206	Masters Capital Management Atlanta, Georgia	$7.25M	-$3.74M	1	0.84%	Reduced
207	OneDigital Investment Advisors Overland Park, Kansas	$7.18M	+$6.45K	1	0.64%	Increased
208	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$7.05M	-$618K	2	0.89%	Reduced
209	TIM Thompson Investment Management Madison, Wisconsin	$6.94M	-$133K	2	1.54%	Reduced
210	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.8M	-$261K	7	0.14%	Reduced
211	ZCM Ziegler Capital Management Chicago, Illinois	$6.72M	+$8.28M	2	0.18%	New
212	BCC Bridge City Capital Lake Oswego, Oregon	$6.53M	+$948K	2	3.16%	Increased
213	Envestnet Asset Management Chicago, Illinois	$6.52M	+$3.26M	5	0.01%	Increased
214	Sit Investment Associates Minneapolis, Minnesota	$6.46M	-$178K	1	0.24%	Reduced
215	QS Investors New York	$6.46M	-$213K	3	0.1%	Reduced
216	GF Goodman Financial Houston, Texas	$6.35M	+$1.79K	1	3.88%	Increased
217	AIC Ameritas Investment Company Lincoln, Nebraska	$6.31M	+$5.9M	4	1.01%	Increased
218	Commonwealth Equity Services Waltham, Massachusetts	$6.21M	+$666K	4	0.03%	Increased
219	JGUA John G. Ullman & Associates Corning, New York	$6.03M	-$1.41M	3	1.6%	Reduced
220	Nordea Investment Management Stockholm, Sweden	$5.89M	-$3.75M	1	0.01%	Reduced
221	MSL Mackay Shields LLC New York	$5.84M	+$6.33M	5	0.05%	New
222	FWC First Washington Corp Seattle, Washington	$5.8M	-$1.32M	1	3.64%	Reduced
223	Ameritas Investment Partners Lincoln, Nebraska	$5.75M	+$1.26K	8	0.33%	Increased
224	BCAM Boston Common Asset Management Boston, Massachusetts	$5.7M	-$1.03M	1	0.8%	Reduced
225	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.58M	-$42.2K	5	0.1%	Reduced