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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	Capital Fund Management (CFM) Paris, France	$7.7M	+$4.88M	3	0.06%	Increased
227	CCP Clough Capital Partners Boston, Massachusetts	$7.66M	+$6.32M	1	0.65%	New
228	Amundi Asset Management US Boston, Massachusetts	$7.64M	-$19.3M	2	0.01%	Reduced
229	FWC First Washington Corp Seattle, Washington	$7.57M	-$141K	1	3.48%	Reduced
230	GF Goodman Financial Houston, Texas	$7.5M	+$7.1M	1	3.28%	New
231	QS Investors New York	$7.44M	-$601K	3	0.07%	Reduced
232	Engineers Gate Manager New York	$7.41M	+$965K	7	0.33%	Increased
233	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$7.14M	-$33.5M	1	0.22%	Reduced
234	Sit Investment Associates Minneapolis, Minnesota	$7.11M	-$1.77M	1	0.2%	Reduced
235	BCAM Boston Common Asset Management Boston, Massachusetts	$7.02M	+$1.78M	2	0.82%	Increased
236	SST S Squared Technology New York	$6.98M	-$2.89M	1	5.73%	Reduced
237	KC Kadensa Capital Central, Hong Kong	$6.91M	+$6.36M	2	4.43%	New
238	BAPIM British Airways Pensions Investment Management London, United Kingdom	$6.91M	-$2.96M	1	0.29%	Reduced
239	Driehaus Capital Management Chicago, Illinois	$6.79M	+$5.25M	1	0.18%	New
240	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.49M	-$2.71M	2	0.04%	Reduced
241	Commonwealth Equity Services Waltham, Massachusetts	$6.38M	+$188K	4	0.02%	Increased
242	BCC Bridge City Capital Lake Oswego, Oregon	$6.37M	-$882K	2	2.62%	Reduced
243	Ameritas Investment Partners Lincoln, Nebraska	$6.35M	-$108K	8	0.28%	Reduced
244	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.19M	-$539K	5	0.09%	Reduced
245	KAM Kopion Asset Management Mckinney, Texas	$6.01M	+$5.69M	1	5.97%	New
246	ACM Argent Capital Management St Louis, Missouri	$5.89M	-$2.5M	2	0.2%	Reduced
247	Boothbay Fund Management New York	$5.85M	-$2.47M	3	0.51%	Reduced
248	Los Angeles Capital Management Los Angeles, California	$5.83M	-$1.43M	2	0.03%	Reduced
249	Ladenburg Thalmann Financial Services Miami, Florida	$5.78M	+$1.55K	9	0.04%	Increased
250	ARM Adirondack Research & Management Guilderland, New York	$5.78M	-$163K	3	5.01%	Reduced