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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	GCP GSA Capital Partners London, United Kingdom	$3.63M	+$3.51M	3	0.14%	Increased
227	SFP Santa Fe Partners Santa Fe, New Mexico	$3.57M	+$3.43M	1	0.43%	Increased
228	BBCM Boardman Bay Capital Management New York	$3.54M	+$1.04M	2	3.01%	Increased
229	Hood River Capital Management Palm Beach Gardens, Florida	$3.52M	-$108K	1	0.43%	Reduced
230	Jefferies Group New York	$3.5M	+$24K	2	0.02%	Increased
231	Baird Milwaukee, Wisconsin	$3.47M	-$2.64M	2	0.04%	Reduced
232	SCM Stevens Capital Management Radnor, Pennsylvania	$3.46M	+$1.92M	2	0.12%	Increased
233	Tocqueville Asset Management New York	$3.45M	$0	1	0.04%	Maintained
234	Marshall Wace London, United Kingdom	$3.44M	-$2.51M	1	0.04%	Reduced
235	Walleye Trading New York	$3.41M	+$1.99M	3	0.03%	Increased
236	BlueCrest Capital Management St Helier, Jersey	$3.4M	-$8.19M	3	0.18%	Reduced
237	VAM Visium Asset Management New York	$3.39M	+$1.43M	3	0.05%	Increased
238	Virtu KCG Holdings New York	$3.36M	-$5.02M	4	0.07%	Reduced
239	Frontier Capital Management Boston, Massachusetts	$3.33M	-$132K	1	0.02%	Reduced
240	TC TFS Capital West Chester, Pennsylvania	$3.32M	-$2.4M	3	0.32%	Reduced
241	Spot Trading Chicago, Illinois	$3.31M	-$4.71M	3	0.03%	Reduced
242	Bahl & Gaynor Cincinnati, Ohio	$3.3M	-$243K	1	0.04%	Reduced
243	SG Americas Securities New York	$3.24M	+$431K	2	0.02%	Increased
244	TBAM True Bearing Asset Management San Francisco, California	$3.23M	+$615K	2	1.99%	Increased
245	AHL Partners London, United Kingdom	$3.2M	+$1.19M	1	0.13%	Increased
246	WPC White Pine Capital Bloomington, Minnesota	$3.19M	-$219K	3	1.29%	Reduced
247	AQR Capital Management Greenwich, Connecticut	$3.19M	+$1.03M	2	0.01%	Increased
248	Oppenheimer & Co New York	$3.09M	+$79.1K	1	0.08%	Increased
249	BNP Paribas Financial Markets Paris, France	$3.02M	-$550K	7	0.01%	Reduced
250	Macquarie Group Sydney, NSW 2000, Australia	$2.99M	$0	1	0.01%	Maintained