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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	Yousif Capital Management Bloomfield Hills, Michigan	$15.5M	+$13.3M	5	0.16%	New
227	Grimes & Company Westborough, Massachusetts	$15.5M	+$218K	1	0.71%	Increased
228	HighTower Advisors Chicago, Illinois	$15.4M	-$1.25M	7	0.03%	Reduced
229	Commonwealth Equity Services Waltham, Massachusetts	$15.4M	-$2.19M	7	0.03%	Reduced
230	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$15.3M	+$1.37M	8	0.4%	Increased
231	NCGI Next Century Growth Investors Plymouth, Minnesota	$15.2M	-$3.14M	1	1.37%	Reduced
232	EIP Easterly Investment Partners Beverly, Massachusetts	$15M	-$341K	1	1.09%	Reduced
233	CCM Cinctive Capital Management New York	$15M	+$13.4M	3	0.66%	New
234	PNC Financial Services Group Pittsburgh, Pennsylvania	$14.4M	+$840K	10	0.01%	Increased
235	VWM Valley Wealth Managers Paramus, New Jersey	$14.3M	+$12.3M	1	1.15%	New
236	FHCM Force Hill Capital Management New York	$14.2M	-$8.21M	2	4.22%	Reduced
237	Hantz Financial Services Southfield, Michigan	$13.9M	+$944K	3	0.4%	Increased
238	WBC Westpac Banking Corp Sydney, Australia	$13.7M	-$1.4M	1	0.14%	Reduced
239	WCMNY Westchester Capital Management (New York) Valhalla, New York	$13.5M	+$11.6M	1	0.38%	New
240	Schonfeld Strategic Advisors New York	$13.1M	-$3.98M	5	0.12%	Reduced
241	SST S Squared Technology New York	$12.8M	$0	1	5.75%	Maintained
242	AQR Arbitrage Greenwich, Connecticut	$12.6M	+$10.8M	1	0.32%	New
243	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$12.5M	-$2.34M	1	0.49%	Reduced
244	BBCM Boardman Bay Capital Management New York	$12.5M	-$8.07M	4	20.84%	Reduced
245	TCM Tegean Capital Management New York	$12.5M	+$11.6M	2	12.57%	New
246	Calamos Advisors Naperville, Illinois	$12.5M	+$2.57M	2	0.05%	Increased
247	Masters Capital Management Atlanta, Georgia	$12.4M	-$3.84M	1	0.5%	Reduced
248	Brinker Capital Investments Berwyn, Pennsylvania	$12.1M	-$145K	6	0.18%	Reduced
249	TIM Thompson Investment Management Madison, Wisconsin	$12M	+$518K	2	1.7%	Increased
250	KA Kovack Advisors Ft. Lauderdale, Florida	$11.9M	+$1.16M	5	1.15%	Increased