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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	Commonwealth Equity Services Waltham, Massachusetts	$9.54M	+$546K	4	0.04%	Increased
227	HighTower Advisors Chicago, Illinois	$9.49M	+$3.66M	4	0.05%	Increased
228	Select Equity Group New York	$9.44M	+$7.93M	1	0.05%	New
229	AIC Ameritas Investment Company Lincoln, Nebraska	$9.43M	+$2.25M	2	2.71%	Increased
230	Impax Asset Management Group London, United Kingdom	$9.16M	-$1.74M	1	0.09%	Reduced
231	Hancock Whitney Gulfport, Mississippi	$9.15M	-$6.45M	3	0.35%	Reduced
232	Panagora Asset Management Boston, Massachusetts	$9.13M	-$2.92M	4	0.06%	Reduced
233	Voloridge Investment Management Jupiter, Florida	$9.04M	+$7.55M	4	0.1%	Increased
234	SST S Squared Technology New York	$9.02M	-$292K	1	7.08%	Reduced
235	Moore Capital Management New York	$8.96M	+$8.22M	1	0.24%	New
236	Sit Investment Associates Minneapolis, Minnesota	$8.91M	+$109K	1	0.28%	Increased
237	Masters Capital Management Atlanta, Georgia	$8.88M	$0	1	1%	Maintained
238	HAM Hillcrest Asset Management Plano, Texas	$8.85M	+$666K	1	1.62%	Increased
239	BCAM Boston Common Asset Management Boston, Massachusetts	$8.78M	+$947K	1	0.94%	Increased
240	FC Fairpointe Capital Chicago, Illinois	$8.68M	+$7.46M	1	1.27%	New
241	WBC Westpac Banking Corp Sydney, Australia	$8.63M	-$1.36M	1	0.13%	Reduced
242	LCG Lisanti Capital Growth New York	$8.42M	+$2.59M	2	1.72%	Increased
243	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.31M	+$41.5K	1	1.01%	Increased
244	TIM Thompson Investment Management Madison, Wisconsin	$8.06M	-$2.17M	2	1.56%	Reduced
245	OneDigital Investment Advisors Overland Park, Kansas	$7.97M	+$26.7K	1	0.57%	Increased
246	BCC Bridge City Capital Lake Oswego, Oregon	$7.68M	-$1.05M	2	3.53%	Reduced
247	ZCM Ziegler Capital Management Chicago, Illinois	$7.65M	-$3.14M	2	0.24%	Reduced
248	Boothbay Fund Management New York	$7.45M	-$59.9K	5	0.51%	Reduced
249	TC Tairen Capital Hong Kong	$7.42M	+$6.37M	1	0.56%	New
250	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.26M	-$62K	5	0.11%	Reduced