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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
251	DCM Dupont Capital Management Wilmington, Delaware	$2.22M	+$893K	1	0.04%	Increased
252	KAM Keeley Asset Management Chicago, Illinois	$2.12M	+$108K	1	0.04%	Increased
253	QAM Quentec Asset Management New York	$2.08M	+$524K	1	0.62%	Increased
254	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.06M	+$657K	1	0.51%	Increased
255	RS Investment Management San Francisco, California	$2.04M	$0	1	0.01%	Maintained
256	CAIMH Central Asset Investments & Management Holdings Hong Kong	$2.03M	+$1.77M	1	1.29%	Increased
257	Commonwealth Equity Services Waltham, Massachusetts	$1.96M	-$247K	3	0.03%	Reduced
258	GIPM G2 Investment Partners Management New York	$1.95M	+$1.67M	1	0.71%	New
259	EI EAM Investors Solana Beach, California	$1.95M	+$359K	1	0.35%	Increased
260	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.93M	-$487K	1	0.05%	Reduced
261	Wasatch Advisors Salt Lake City, Utah	$1.93M	-$69.7K	2	0.02%	Reduced
262	DC Deere & Company Moline, Illinois	$1.92M	+$1.61M	2	0.1%	Increased
263	PP Patten & Patten Chattanooga, Tennessee	$1.92M	+$496K	1	0.27%	Increased
264	Public Employees Retirement Association of Colorado Denver, Colorado	$1.9M	$0	4	0.02%	Maintained
265	CL CSS LLC Chicago, Illinois	$1.87M	+$1.86M	1	0.09%	New
266	Macquarie Group Sydney, NSW 2000, Australia	$1.85M	-$1.94M	2	0%	Reduced
267	KIC Keating Investment Counselors Delray Beach, Florida	$1.84M	-$3.01K	1	0.94%	Reduced
268	Eaton Vance Management Boston, Massachusetts	$1.83M	$0	2	0.01%	Maintained
269	GLG Inc New York	$1.79M	+$1.79M	1	0.05%	New
270	MSA Mason Street Advisors Milwaukee, Wisconsin	$1.75M	+$676	3	0.01%	Increased
271	CCA Castle Creek Arbitrage Avon, Colorado	$1.72M	+$1.59M	1	0.08%	New
272	Gateway Investment Advisers Cincinnati, Ohio	$1.64M	-$2.27K	1	0.01%	Reduced
273	AL Airain Ltd St. Peter Port, Guernsey	$1.61M	+$1.14M	1	0.21%	Increased
274	HCS Harvest Capital Strategies San Francisco, California	$1.57M	+$1.47M	1	0.19%	New
275	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.54M	+$1.5M	3	0.07%	New