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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	PP PDT Partners New York	$2.18M	-$738K	3	0.06%	Reduced
252	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.15M	+$511K	1	0.43%	Increased
253	MCG Meru Capital Group New York	$2.12M	-$2.48M	1	0.76%	Reduced
254	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.1M	+$2.46M	1	1.07%	New
255	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.09M	+$153K	1	0.55%	Increased
256	PRC Platte River Capital Denver, Colorado	$2.05M	-$366K	1	0.53%	Reduced
257	GP Grow Partners San Diego, California	$1.99M	-$7.23M	1	1.78%	Reduced
258	DIA Denver Investment Advisors Denver, Colorado	$1.95M	+$1.79M	1	0.06%	New
259	Credit Agricole Montrouge Cedex, France	$1.94M	+$1.05M	3	0.01%	Increased
260	Allianz Asset Management Munich, Germany	$1.93M	+$52.1K	2	0%	Increased
261	Waverly Advisors Birmingham, Alabama	$1.9M	$0	1	1.03%	Maintained
262	Jennison Associates New York	$1.89M	-$2M	2	0%	Reduced
263	KAM Keeley Asset Management Chicago, Illinois	$1.84M	-$82.8K	1	0.04%	Reduced
264	Great Lakes Advisors Chicago, Illinois	$1.84M	+$2.01M	1	0.06%	New
265	GCP GSA Capital Partners London, United Kingdom	$1.84M	-$844K	3	0.1%	Reduced
266	CI Investments Inc Toronto, Ontario, Canada	$1.83M	+$2.15M	1	0.02%	New
267	Mutual of America Capital Management New York	$1.82M	+$19.2K	2	0.04%	Increased
268	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.81M	-$112K	1	0.42%	Reduced
269	CCM Coe Capital Management Highland Park, Illinois	$1.77M	-$1.13M	2	0.66%	Reduced
270	Two Sigma Advisers New York	$1.75M	-$535K	2	0.01%	Reduced
271	AWCI Alpine Woods Capital Investors Purchase, New York	$1.74M	+$93.6K	1	0.09%	Increased
272	TH Timber Hill Greenwich, Connecticut	$1.73M	+$1.75M	2	0.01%	Increased
273	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.72M	+$3.88K	1	0.42%	Increased
274	Commonwealth Equity Services Waltham, Massachusetts	$1.71M	+$207K	3	0.02%	Increased
275	SAM Symphony Asset Management San Francisco, California	$1.71M	-$1.53M	2	0.18%	Reduced