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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	TBAM True Bearing Asset Management San Francisco, California	$2.23M	$0	1	1.16%	Maintained
252	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.22M	+$512K	1	0.62%	Increased
253	Mutual of America Capital Management New York	$2.19M	-$27K	2	0.05%	Reduced
254	Cubist Systematic Strategies Stamford, Connecticut	$2.19M	+$2.14M	4	0.13%	New
255	Virtu KCG Holdings New York	$2.18M	-$1.23M	3	0.03%	Reduced
256	CAM Capstone Asset Management Houston, Texas	$2.16M	-$183K	2	0.07%	Reduced
257	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.14M	+$2.15M	1	0.56%	New
258	OA Oxbow Advisors Austin, Texas	$2.11M	+$33.5K	1	0.28%	Increased
259	FA FDx Advisors Chicago, Illinois	$2.11M	+$362K	2	0.14%	Increased
260	KAM Keeley Asset Management Chicago, Illinois	$2.11M	+$313K	1	0.04%	Increased
261	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.1M	-$4.85K	1	0.5%	Reduced
262	ACM Afton Capital Management Charlotte, North Carolina	$2.1M	+$6.43K	1	2.07%	Increased
263	Waverly Advisors Birmingham, Alabama	$2.09M	+$2.1M	1	0.87%	New
264	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$2.06M	+$834K	3	0.93%	Increased
265	Putnam Investments Boston, Massachusetts	$1.95M	-$2.69M	1	0%	Reduced
266	SM Southport Management Wilson, Wyoming	$1.95M	+$616K	1	2.12%	Increased
267	SEI Trust Company Oaks, Pennsylvania	$1.92M	-$22.2K	2	0.02%	Reduced
268	SM Senvest Management New York	$1.9M	$0	1	0.17%	Maintained
269	SI Sprott Inc Toronto, Ontario, Canada	$1.86M	+$1.72M	1	0.12%	New
270	Raymond James & Associates St Petersburg, Florida	$1.84M	-$428K	3	0.01%	Reduced
271	QAM Quentec Asset Management New York	$1.83M	-$3.85M	1	0.48%	Reduced
272	WFM Wilmington Funds Management Wilmington, Delaware	$1.81M	+$1.62M	2	0.18%	Increased
273	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.78M	+$266K	1	0.04%	Increased
274	WPC White Pine Capital Bloomington, Minnesota	$1.77M	+$1.04M	2	0.61%	Increased
275	WAM World Asset Management Detroit, Michigan	$1.76M	-$58.2K	2	0.05%	Reduced