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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	Oberweis Asset Management Lisle, Illinois	$8.7M	+$5.19M	3	1.85%	Increased
227	Rothschild & Co Asset Management US Stamford, Connecticut	$8.58M	+$949K	1	0.13%	Increased
228	TIM Thompson Investment Management Madison, Wisconsin	$8.5M	+$1.24M	2	1.56%	Increased
229	Qube Research & Technologies (QRT) London, United Kingdom	$8.47M	-$36.5M	3	0.05%	Reduced
230	Primecap Management Pasadena, California	$8.46M	+$694K	3	0.01%	Increased
231	LI LMCG Investments Boston, Massachusetts	$8.33M	+$112K	1	0.58%	Increased
232	Jump Financial Chicago, Illinois	$8.32M	+$1.15M	6	0.44%	Increased
233	Madison Asset Management Madison, Wisconsin	$8.23M	+$454K	1	0.13%	Increased
234	WVP Worth Venture Partners Fort Lee, New Jersey	$7.91M	+$1.96M	4	4.67%	Increased
235	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.89M	-$424K	5	0.02%	Reduced
236	Bridgewater Associates Westport, Connecticut	$7.63M	+$5.52M	1	0.04%	Increased
237	Man Group London, United Kingdom	$7.52M	-$1.86M	4	0.03%	Reduced
238	Winton Group London, United Kingdom	$7.49M	+$4.08M	4	0.49%	Increased
239	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$7.35M	-$557K	2	0.79%	Reduced
240	Commonwealth Equity Services Waltham, Massachusetts	$7.33M	-$55K	7	0.02%	Reduced
241	CM Crestline Management Fort Worth, Texas	$7.26M	+$2.51M	2	1.06%	Increased
242	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$7.14M	+$5.53M	6	0.83%	Increased
243	Allianz Asset Management Munich, Germany	$7.12M	+$959K	2	0.01%	Increased
244	MUFG Securities EMEA London, United Kingdom	$7.05M	+$6.99M	1	0.12%	New
245	Calamos Advisors Naperville, Illinois	$7.05M	$0	1	0.03%	Maintained
246	Maven Securities St Helier, Jersey	$7.02M	+$2.78M	1	0.16%	Increased
247	SFM Systematic Financial Management Teaneck, New Jersey	$6.88M	+$2.15M	2	0.23%	Increased
248	Capital Fund Management (CFM) Paris, France	$6.74M	+$2.81M	3	0.05%	Increased
249	Ameritas Investment Partners Lincoln, Nebraska	$6.74M	+$126K	8	0.27%	Increased
250	PNC Financial Services Group Pittsburgh, Pennsylvania	$6.68M	-$2.01M	10	0.01%	Reduced