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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	GMCM Gruber & McBaine Capital Management San Francisco, California	$4.56M	+$350K	4	1.19%	Increased
227	AGF Investments Inc Toronto, Ontario, Canada	$4.39M	$0	1	0.04%	Maintained
228	RCM Raptor Capital Management Boston, Massachusetts	$4.35M	+$4.45M	1	2.32%	New
229	Fuller & Thaler Asset Management San Mateo, California	$4.29M	+$4.13M	1	0.21%	New
230	Gotham Asset Management New York	$4.27M	+$4.09M	1	0.06%	Increased
231	SCM Sigma Capital Management Stamford, Connecticut	$4.19M	+$1.74M	2	0.21%	Increased
232	EI EAM Investors Solana Beach, California	$4.16M	+$727K	1	0.75%	Increased
233	Royal Bank of Canada Toronto, Ontario, Canada	$4.08M	-$5.41M	6	0%	Reduced
234	CAM CMT Asset Management Chicago, Illinois	$4.07M	+$256K	1	0.51%	Increased
235	BA Bard Associates Chicago, Illinois	$4.01M	+$22.5K	1	1.7%	Increased
236	Two Sigma Investments New York	$3.98M	-$9.38M	4	0.02%	Reduced
237	VAM Visium Asset Management New York	$3.88M	+$3.99M	2	0.06%	New
238	Massachusetts Financial Services Boston, Massachusetts	$3.81M	-$1.66M	1	0%	Reduced
239	DIA Denver Investment Advisors Denver, Colorado	$3.77M	-$32.6K	1	0.11%	Reduced
240	PC Pier Capital Stamford, Connecticut	$3.73M	+$2.81M	1	0.48%	New
241	Federated Hermes Pittsburgh, Pennsylvania	$3.72M	-$515K	2	0.01%	Reduced
242	Bank of Montreal Toronto, Ontario, Canada	$3.64M	+$1.22M	4	0%	Increased
243	SM Senvest Management New York	$3.62M	$0	1	0.28%	Maintained
244	DC Deere & Company Moline, Illinois	$3.56M	+$1.78M	3	0.2%	Increased
245	SWM Segment Wealth Management Houston, Texas	$3.52M	-$706K	1	1.64%	Reduced
246	Oppenheimer & Co New York	$3.47M	+$659K	2	0.1%	Increased
247	MWR McAdams Wright Ragen Seattle, Washington	$3.43M	-$141K	1	0.21%	Reduced
248	Virtu KCG Holdings New York	$3.38M	-$7.41M	3	0.04%	Reduced
249	HighTower Advisors Chicago, Illinois	$3.34M	+$51.8K	1	0.07%	Increased
250	PP Patten & Patten Chattanooga, Tennessee	$3.28M	+$1.58M	1	0.44%	Increased