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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	Sit Investment Associates Minneapolis, Minnesota	$5.05M	+$41.9K	1	0.13%	Increased
227	CCI Columbus Circle Investors	$5.02M	-$492K	1	0.1%	Reduced
228	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.97M	+$961K	5	0.11%	Increased
229	BAMCO Inc New York	$4.96M	+$3.87M	2	0.02%	Increased
230	NC Northpointe Capital Bloomfield Hills, Michigan	$4.79M	+$1.55M	1	0.64%	Increased
231	AR Advisory Research Chicago, Illinois	$4.77M	-$2.71M	3	0.08%	Reduced
232	AAM Alpine Associates Management Palm Beach, Florida	$4.75M	+$2.75M	1	0.15%	Increased
233	SP Summit Partners Boston, Massachusetts	$4.67M	$0	1	0.58%	Maintained
234	TD Asset Management Toronto, Ontario, Canada	$4.66M	-$125K	3	0.01%	Reduced
235	HCMT Highland Capital Management (Texas) Dallas, Texas	$4.63M	+$2.09M	1	0.26%	Increased
236	Balyasny Asset Management Chicago, Illinois	$4.56M	+$2.83M	3	0.02%	Increased
237	QS Investors New York	$4.44M	+$505	3	0.04%	Increased
238	Nuveen Charlotte, North Carolina	$4.37M	+$1.45M	2	0.03%	Increased
239	FCM Firsthand Capital Management San Jose, California	$4.34M	+$2.21M	1	2.04%	Increased
240	FWC First Washington Corp Seattle, Washington	$4.34M	+$702K	1	2.15%	Increased
241	SCA Summit Creek Advisors Minneapolis, Minnesota	$4.29M	-$368K	1	0.77%	Reduced
242	DCM Daruma Capital Management New York	$4.29M	-$903K	1	0.28%	Reduced
243	Verition Fund Management Greenwich, Connecticut	$4.28M	+$730K	3	0.26%	Increased
244	Loews Corp New York	$4.27M	$0	1	0.03%	Maintained
245	Crossmark Global Holdings Houston, Texas	$4.26M	-$955K	5	0.11%	Reduced
246	Stifel Financial St. Louis, Missouri	$4.23M	-$118K	5	0.01%	Reduced
247	Ameritas Investment Partners Lincoln, Nebraska	$4.16M	+$1.88M	8	0.2%	Increased
248	Putnam Investments Boston, Massachusetts	$4.12M	-$2.87M	2	0.01%	Reduced
249	HCM Horrell Capital Management Little Rock, Arkansas	$4.04M	$0	2	2.03%	Maintained
250	Nomura Holdings Tokyo, Japan	$4.03M	+$492K	3	0.01%	Increased