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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	BlackRock New York	$5.11M	+$635K	9	0.01%	Increased
227	WSA Wall Street Associates Lajolla, California	$5.1M	+$1.53M	2	1.74%	Increased
228	CCM Cupps Capital Management Chicago, Illinois	$5.02M	-$649K	3	2.17%	Reduced
229	Group One Trading Chicago, Illinois	$5.02M	+$659K	5	0.05%	Increased
230	EIM Essex Investment Management Boston, Massachusetts	$4.91M	+$3.03M	4	0.79%	Increased
231	PCM Portolan Capital Management Boston, Massachusetts	$4.86M	-$12.9M	2	0.67%	Reduced
232	Bridgeway Capital Management Houston, Texas	$4.84M	+$381K	3	0.07%	Increased
233	CCP Clough Capital Partners Boston, Massachusetts	$4.8M	+$1.43M	1	0.25%	Increased
234	FIMG Financial & Investment Management Group Traverse City, Michigan	$4.79M	+$4.7M	1	1.57%	New
235	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$4.72M	$0	1	2.91%	Maintained
236	OAM Oxford Asset Management Oxford, United Kingdom	$4.71M	+$892K	3	0.15%	Increased
237	Mutual of America Capital Management New York	$4.63M	+$2.02M	3	0.09%	Increased
238	State of Michigan Retirement System Lansing, Michigan	$4.6M	+$77.2K	2	0.04%	Increased
239	AIS AlphaOne Investment Services West Chester, Pennsylvania	$4.57M	-$1.22M	1	1.5%	Reduced
240	CAM Capstone Asset Management Houston, Texas	$4.54M	+$116K	5	0.13%	Increased
241	Palisade Capital Management Fort Lee, New Jersey	$4.52M	-$278K	3	0.16%	Reduced
242	GPCM Greenbrier Partners Capital Management Dallas, Texas	$4.51M	$0	1	1.15%	Maintained
243	SCM Sandler Capital Management New York	$4.46M	+$3.85M	1	0.55%	New
244	Discovery Capital Management South Norwalk, Connecticut	$4.34M	$0	1	0.09%	Maintained
245	DBG De Burlo Group Boston, Massachusetts	$4.33M	+$4.14M	1	1.2%	New
246	PCM Piermont Capital Management St. Louis, Missouri	$4.25M	-$21.1K	2	1.01%	Reduced
247	CC Colrain Capital Boston, Massachusetts	$4.16M	-$2.89M	2	0.94%	Reduced
248	Needham Investment Management New York	$4.14M	$0	1	1.09%	Maintained
249	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.13M	-$3.94M	3	3.38%	Reduced
250	Stifel Financial St. Louis, Missouri	$4.01M	-$651K	4	0.02%	Reduced