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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	Engineers Gate Manager New York	$6.33M	+$1.36M	7	0.35%	Increased
227	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$6.31M	-$9.61M	1	0.49%	Reduced
228	Gotham Asset Management New York	$6.3M	+$4.19M	1	0.1%	Increased
229	HCMT Highland Capital Management (Texas) Dallas, Texas	$6.25M	+$1.01M	2	0.37%	Increased
230	BA Bard Associates Chicago, Illinois	$6.21M	-$36.5K	1	3.1%	Reduced
231	HAM Harber Asset Management Asheville, North Carolina	$6.19M	+$6.16M	1	1.73%	New
232	Commonwealth Equity Services Waltham, Massachusetts	$6.15M	+$499K	4	0.03%	Increased
233	Public Employees Retirement Association of Colorado Denver, Colorado	$6.13M	+$429K	6	0.04%	Increased
234	ARM Adirondack Research & Management Guilderland, New York	$6.08M	-$541K	3	4.36%	Reduced
235	KMC Kirr Marbach & Co Columbus, Indiana	$6.06M	-$30.4K	1	1.49%	Reduced
236	YCMGA York Capital Management Global Advisors New York	$6M	-$1.98M	1	0.24%	Reduced
237	Commerzbank Aktiengesellschaft Frankfurt, Germany	$5.87M	+$1.9M	3	0.05%	Increased
238	SCM Stevens Capital Management Radnor, Pennsylvania	$5.73M	+$712K	3	0.26%	Increased
239	LPL Financial San Diego, California	$5.65M	+$2.84M	5	0.01%	Increased
240	PP Patten & Patten Chattanooga, Tennessee	$5.61M	-$406K	2	0.61%	Reduced
241	TIM Thompson Investment Management Madison, Wisconsin	$5.55M	+$276K	2	1.08%	Increased
242	Los Angeles Capital Management Los Angeles, California	$5.53M	+$3.15M	2	0.03%	Increased
243	MC Maplelane Capital New York	$5.5M	+$15	2	0.12%	Increased
244	IIA IPG Investment Advisors San Diego, California	$5.49M	+$5.77M	1	2%	New
245	Weiss Asset Management Boston, Massachusetts	$5.44M	+$2.14M	1	0.33%	Increased
246	Whittier Trust South Pasadena, California	$5.42M	$0	5	0.16%	Maintained
247	Verition Fund Management Greenwich, Connecticut	$5.39M	+$1.83M	4	0.15%	Increased
248	Group One Trading Chicago, Illinois	$5.36M	-$2.34M	7	0.05%	Reduced
249	JGUA John G. Ullman & Associates Corning, New York	$5.3M	+$4.34M	2	0.93%	Increased
250	Impax Asset Management Group London, United Kingdom	$5.29M	+$558K	1	0.07%	Increased