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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	SWM Segment Wealth Management Houston, Texas	$5.09M	-$1.05M	1	1.4%	Reduced
252	LSV Asset Management Chicago, Illinois	$5.08M	+$2.08M	1	0.01%	Increased
253	HBK Investments Dallas, Texas	$5.06M	+$4.86M	2	0.03%	New
254	TIM Thompson Investment Management Madison, Wisconsin	$5.05M	-$695K	1	0.95%	Reduced
255	Quadrature Capital London, United Kingdom	$5.03M	+$2.78M	3	0.39%	Increased
256	MPA Marvin & Palmer Associates Wilmington, Delaware	$5.03M	-$2.37M	2	3.81%	Reduced
257	VIG Vienna Insurance Group Warsaw, Poland	$4.98M	$0	1	5.31%	Maintained
258	IAM Integre Asset Management New York	$4.93M	+$2.09M	1	2.99%	Increased
259	SCM Stevens Capital Management Radnor, Pennsylvania	$4.92M	+$4.73M	2	0.18%	New
260	Bridgeway Capital Management Houston, Texas	$4.89M	-$24.3K	1	0.06%	Reduced
261	Putnam Investments Boston, Massachusetts	$4.85M	+$626K	2	0.01%	Increased
262	OMC Overbrook Management Corp New York	$4.83M	-$566K	1	1.04%	Reduced
263	Advisors Capital Management Ridgewood, New Jersey	$4.79M	+$2.75M	2	0.39%	Increased
264	TCM Timpani Capital Management Milwaukee, Wisconsin	$4.77M	-$1.34M	1	1.77%	Reduced
265	Thornburg Investment Management Santa Fe, New Mexico	$4.73M	-$106K	1	0.04%	Reduced
266	CEP Chicago Equity Partners Chicago, Illinois	$4.71M	+$3.8M	2	0.13%	Increased
267	Creative Planning Overland Park, Kansas	$4.67M	+$1.59M	7	0.02%	Increased
268	Wolverine Trading Chicago, Illinois	$4.66M	+$313K	4	0.02%	Increased
269	CC Colrain Capital Boston, Massachusetts	$4.62M	+$2.03M	1	1.88%	Increased
270	Loews Corp New York	$4.59M	$0	1	0.03%	Maintained
271	CCPM Cooper Creek Partners Management New York	$4.56M	+$2.42M	1	2.75%	Increased
272	CG Cutler Group San Francisco, California	$4.55M	+$2.02M	9	0.17%	Increased
273	GCP GSA Capital Partners London, United Kingdom	$4.52M	-$3.4M	6	0.29%	Reduced
274	Avalon Investment & Advisory Houston, Texas	$4.45M	-$671K	3	0.15%	Reduced
275	Algert Global San Francisco, California	$4.43M	+$2.31M	2	1.24%	Increased