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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	JGC J. Goldman & Co New York	$10.4M	+$12.4M	2	0.34%	New
227	Whittier Trust South Pasadena, California	$10.1M	-$1.31K	5	0.2%	Reduced
228	TIM Thompson Investment Management Madison, Wisconsin	$10.1M	+$616K	2	1.53%	Increased
229	Capital Markets Trading (UK) London, United Kingdom	$10.1M	+$8.89M	1	0.16%	Increased
230	KA Kovack Advisors Ft. Lauderdale, Florida	$10M	+$3.21M	4	1.31%	Increased
231	Baird Financial Group Milwaukee, Wisconsin	$10M	+$5.27M	3	0.03%	Increased
232	SFM Systematic Financial Management Teaneck, New Jersey	$9.91M	-$112K	3	0.36%	Reduced
233	AM Anqa Management Sag Harbor, New York	$9.84M	-$147K	1	12.45%	Reduced
234	Phoenix Financial Givatayim, Israel	$9.76M	+$8.38M	1	0.22%	Increased
235	SST S Squared Technology New York	$9.51M	-$1.55M	1	4.5%	Reduced
236	CTI Community Trust & Investment Versailles, Kentucky	$9.27M	+$9.4M	1	0.9%	New
237	Marshall Wace North America New York	$9.25M	-$11.1M	3	0.04%	Reduced
238	Nomura Holdings Tokyo, Japan	$9.12M	+$4.9M	3	0.02%	Increased
239	Los Angeles Capital Management Los Angeles, California	$9.09M	-$92K	4	0.04%	Reduced
240	Sit Investment Associates Minneapolis, Minnesota	$8.98M	+$3.28M	2	0.23%	Increased
241	BCC Bridge City Capital Lake Oswego, Oregon	$8.96M	-$92.7K	2	2.97%	Reduced
242	MAM Mastrapasqua Asset Management Nashville, Tennessee	$8.79M	+$1.62M	2	1.03%	Increased
243	CCM Cinctive Capital Management New York	$8.71M	+$9.09M	2	0.53%	New
244	Tudor Investment Corp Stamford, Connecticut	$8.69M	+$1.84M	5	0.17%	Increased
245	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$8.69M	-$4.98M	1	0.49%	Reduced
246	HAM Harber Asset Management Asheville, North Carolina	$8.69M	+$8.81M	1	2.48%	New
247	GAI General American Investors New York	$8.68M	-$6.02M	1	0.81%	Reduced
248	RFA Reilly Financial Advisors La Mesa, California	$8.61M	+$533K	4	0.76%	Increased
249	Empyrean Capital Partners Los Angeles, California	$8.57M	$0	1	0.25%	Maintained
250	SG Americas Securities New York	$8.56M	+$1.1M	8	0.04%	Increased