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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	QAM Quentec Asset Management New York	$3.84M	+$3.1M	1	0.67%	New
252	SWM Segment Wealth Management Houston, Texas	$3.74M	+$12.2K	1	1.42%	Increased
253	CIM Calvert Investment Management Bethesda, Maryland	$3.68M	+$3.58M	1	0.17%	New
254	Advent Capital Management New York	$3.67M	-$3.46M	1	0.06%	Reduced
255	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.59M	+$909K	1	0.43%	Increased
256	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.59M	+$2.9M	4	0.02%	Increased
257	Two Sigma Investments New York	$3.57M	-$5.11M	3	0.02%	Reduced
258	Two Sigma Advisers New York	$3.56M	-$3.33M	4	0.02%	Reduced
259	Oppenheimer & Co New York	$3.56M	+$265K	2	0.11%	Increased
260	Old Mission Capital Chicago, Illinois	$3.53M	-$5.26M	1	0.44%	Reduced
261	CEP Chicago Equity Partners Chicago, Illinois	$3.49M	+$2.61M	3	0.09%	Increased
262	PP PDT Partners New York	$3.43M	-$3.52M	2	0.47%	Reduced
263	Baker Avenue Asset Management San Francisco, California	$3.42M	+$2.23M	2	0.49%	Increased
264	SIM Spark Investment Management New York	$3.38M	-$548K	2	0.43%	Reduced
265	CCP Clough Capital Partners Boston, Massachusetts	$3.35M	+$2.85M	1	0.16%	New
266	FHAM Folger Hill Asset Management New York	$3.3M	+$3.35M	1	0.2%	New
267	TIM Thompson Investment Management Madison, Wisconsin	$3.26M	+$16.4K	1	0.68%	Increased
268	CAM CMT Asset Management Chicago, Illinois	$3.25M	+$684K	1	0.17%	Increased
269	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.24M	-$3.58M	2	0.04%	Reduced
270	CCM Coe Capital Management Highland Park, Illinois	$3.18M	+$753K	1	1.26%	Increased
271	BlackRock New York	$3.18M	+$456K	9	0%	Increased
272	Needham Investment Management New York	$3.16M	-$3.07M	1	0.79%	Reduced
273	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.12M	+$2.95M	2	0.35%	New
274	Highbridge Capital Management New York	$3.1M	-$13.7M	2	0.05%	Reduced
275	NIMC NWQ Investment Management Company Los Angeles, California	$3.1M	-$20.1K	1	0.05%	Reduced