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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
226	SCM Suffolk Capital Management New York	$2.77M	-$3.04M	1	0.37%	Reduced
227	Gotham Asset Management New York	$2.74M	+$1.52M	2	0.09%	Increased
228	Oppenheimer & Co New York	$2.74M	-$47.7K	2	0.1%	Reduced
229	PWAM Park West Asset Management San Francisco, California	$2.69M	+$2.7M	1	0.4%	New
230	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.69M	-$140K	5	0%	Reduced
231	Putnam Investments Boston, Massachusetts	$2.68M	+$2.65M	1	0.01%	New
232	Spot Trading Chicago, Illinois	$2.68M	-$826K	2	0.02%	Reduced
233	Eagle Asset Management St Petersburg, Florida	$2.68M	-$41K	1	0.01%	Reduced
234	Soros Fund Management New York	$2.66M	+$2.59M	1	0.03%	New
235	Cullen/Frost Bankers San Antonio, Texas	$2.65M	+$210K	1	0.13%	Increased
236	TGI Tradewinds Global Investors Los Angeles, California	$2.64M	-$3.08M	1	0.07%	Reduced
237	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.63M	-$31.6M	1	0.05%	Reduced
238	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.63M	+$2.58M	2	1.55%	New
239	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.62M	+$1.68M	3	0.31%	Increased
240	TBAM True Bearing Asset Management San Francisco, California	$2.61M	$0	1	1.31%	Maintained
241	GCP GSA Capital Partners London, United Kingdom	$2.59M	+$864K	5	0.21%	Increased
242	AIM Act II Management New York	$2.59M	+$1.88M	1	0.66%	New
243	OA Oxbow Advisors Austin, Texas	$2.56M	-$1.92M	1	0.41%	Reduced
244	PCP Perimeter Capital Partners Atlanta, Georgia	$2.56M	+$2.53M	1	0.48%	New
245	Mutual of America Capital Management New York	$2.53M	+$69.9K	2	0.07%	Increased
246	Axiom Investors Greenwich, Connecticut	$2.53M	+$40.6K	1	0.08%	Increased
247	Bahl & Gaynor Cincinnati, Ohio	$2.52M	+$263K	1	0.05%	Increased
248	NG NatWest Group Edinburgh, Scotland, United Kingdom	$2.51M	+$435K	2	0.07%	Increased
249	Moore Capital Management New York	$2.5M	+$1.13M	1	0.05%	Increased
250	WAM World Asset Management Detroit, Michigan	$2.49M	-$647K	2	0.06%	Reduced