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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	PAEMF Panview Asian Equity Master Fund Central, Hong Kong	$13.2M	$0	1	3.34%	Maintained
227	TD Asset Management Toronto, Ontario, Canada	$13.2M	-$1.37M	2	0.01%	Reduced
228	GF Goodman Financial Houston, Texas	$13M	+$708K	1	2.91%	Increased
229	Pathstone Holdings Englewood, New Jersey	$13M	+$977	7	0.06%	Increased
230	J. Safra Sarasin Holding	$12.9M	+$10.7M	1	0.24%	New
231	PCM Pinnbrook Capital Management New York	$12.7M	+$10.5M	1	2.68%	New
232	Castleark Management Chicago, Illinois	$12.5M	-$389K	2	0.51%	Reduced
233	Assenagon Asset Management Senningerberg, Luxembourg	$12.4M	-$26.8M	3	0.03%	Reduced
234	ClearBridge Investments New York	$12.4M	+$10.3M	1	0.01%	New
235	VDBMI Van Den Berg Management I Austin, Texas	$12.4M	-$837K	1	3.67%	Reduced
236	HCM Hodges Capital Management Dallas, Texas	$12.3M	+$1.12M	2	0.83%	Increased
237	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$12.2M	+$6.21M	4	0.28%	Increased
238	LPL Financial San Diego, California	$12M	+$498K	8	0.01%	Increased
239	GIPM G2 Investment Partners Management New York	$11.9M	+$6.84M	1	3.07%	Increased
240	JGUA John G. Ullman & Associates Corning, New York	$11.9M	+$576K	4	1.81%	Increased
241	OCM Osterweis Capital Management San Francisco, California	$11.8M	-$1.83M	1	0.61%	Reduced
242	Commonwealth Equity Services Waltham, Massachusetts	$11.7M	+$996K	7	0.02%	Increased
243	SC Skylands Capital Milwaukee, Wisconsin	$11.6M	-$1.09M	1	1.65%	Reduced
244	First Eagle Investment Management New York	$11.4M	-$1.73M	2	0.03%	Reduced
245	Discovery Capital Management South Norwalk, Connecticut	$11.4M	-$13.4M	1	1.47%	Reduced
246	Treasurer of the State of North Carolina Raleigh, North Carolina	$11.4M	+$2.33M	4	0.05%	Increased
247	Yousif Capital Management Bloomfield Hills, Michigan	$11.3M	-$1.02M	5	0.13%	Reduced
248	Allspring Global Investments Charlotte, North Carolina	$11.2M	-$467K	6	0.02%	Reduced
249	SRC Shufro Rose & Co New York	$11.1M	-$72.8K	1	0.9%	Reduced
250	KAM Kopion Asset Management Mckinney, Texas	$10.9M	-$580K	1	7.76%	Reduced