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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	SIM Spark Investment Management New York	$3.72M	+$1.43M	2	0.48%	Increased
252	Virtu KCG Holdings New York	$3.72M	+$1.82M	4	0.06%	Increased
253	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.71M	+$685K	3	0.37%	Increased
254	Jefferies Group New York	$3.67M	-$3.32M	3	0.02%	Reduced
255	VOYA Investment Management Atlanta, Georgia	$3.62M	-$192K	7	0.01%	Reduced
256	Fisher Asset Management Camas, Washington	$3.58M	+$3.95M	3	0.01%	Increased
257	GCP GSA Capital Partners London, United Kingdom	$3.54M	+$1.83M	3	0.17%	Increased
258	SAM Symphony Asset Management San Francisco, California	$3.49M	+$3.53M	3	0.42%	Increased
259	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$3.49M	-$19K	1	0.47%	Reduced
260	SEI Investments Oaks, Pennsylvania	$3.43M	+$1.82M	6	0.03%	Increased
261	Acadian Asset Management Boston, Massachusetts	$3.34M	+$2.58M	4	0.02%	Increased
262	AQR Arbitrage Greenwich, Connecticut	$3.33M	+$3.73M	1	0.04%	New
263	SFP Santa Fe Partners Santa Fe, New Mexico	$3.29M	+$297K	1	0.44%	Increased
264	GC Globeflex Capital San Diego, California	$3.23M	+$70.6K	3	0.69%	Increased
265	Parallax Volatility Advisers San Francisco, California	$3.19M	+$1.87M	3	0.01%	Increased
266	BBCM Boardman Bay Capital Management New York	$3.12M	+$2.91M	1	2.75%	Increased
267	British Columbia Investment Management Victoria, British Columbia, Canada	$3.1M	$0	1	0.03%	Maintained
268	RSCM Rail-Splitter Capital Management Chicago, Illinois	$3.08M	-$4.98M	1	0.85%	Reduced
269	Oppenheimer & Co New York	$3.07M	-$196K	2	0.09%	Reduced
270	PCM Portolan Capital Management Boston, Massachusetts	$3.06M	+$3.18M	1	0.41%	New
271	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.98M	+$960K	1	0.39%	Increased
272	JGC J. Goldman & Co New York	$2.9M	-$6.78M	1	0.25%	Reduced
273	BCM Bodri Capital Management San Francisco, California	$2.9M	+$3.15M	1	2.88%	New
274	US Bancorp Minneapolis, Minnesota	$2.85M	+$2.28M	7	0.01%	Increased
275	AL Airain Ltd St. Peter Port, Guernsey	$2.77M	+$2.24M	2	0.17%	Increased