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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	FG Formula Growth Montreal, Quebec, Canada	$4.69M	+$5.09M	1	0.74%	New
252	DCM Daruma Capital Management New York	$4.66M	-$22.5K	1	0.29%	Reduced
253	Commonwealth Equity Services Waltham, Massachusetts	$4.65M	+$65.9K	4	0.03%	Increased
254	Marshall Wace North America New York	$4.65M	-$5.14M	3	0.03%	Reduced
255	PCM Portolan Capital Management Boston, Massachusetts	$4.55M	-$5.53M	2	0.54%	Reduced
256	GPCM Greenbrier Partners Capital Management Dallas, Texas	$4.43M	$0	1	0.89%	Maintained
257	Panagora Asset Management Boston, Massachusetts	$4.42M	+$3.49M	4	0.02%	Increased
258	AEGON Asset Management (UK) Edinburgh, United Kingdom	$4.41M	-$1.2M	1	0.12%	Reduced
259	Steward Partners Investment Advisory New York	$4.37M	+$357K	4	0.44%	Increased
260	Advisors Capital Management Ridgewood, New Jersey	$4.28M	+$320K	2	0.35%	Increased
261	UONDDL University of Notre Dame du Lac South Bend, Indiana	$4.24M	-$4.25M	1	1.18%	Reduced
262	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.17M	+$961K	5	0.22%	Increased
263	Oberweis Asset Management Lisle, Illinois	$4.17M	-$15.2M	2	1.16%	Reduced
264	Stifel Financial St. Louis, Missouri	$4.15M	+$33.5K	5	0.01%	Increased
265	SWM Segment Wealth Management Houston, Texas	$4.12M	+$54.4K	1	1.09%	Increased
266	ACB Aristotle Capital Boston Boston, Massachusetts	$4.11M	+$1.18M	1	0.37%	Increased
267	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.09M	+$198K	5	0.19%	Increased
268	Engineers Gate Manager New York	$4.08M	+$2.23M	1	0.34%	Increased
269	EI EAM Investors Solana Beach, California	$4.06M	-$4.09M	2	0.54%	Reduced
270	Nordea Investment Management Stockholm, Sweden	$4.06M	+$1.16M	2	0.01%	Increased
271	ARTA A.R.T. Advisors New York	$4.05M	-$1.53M	3	0.21%	Reduced
272	IAM Integre Asset Management New York	$4.04M	-$769K	1	2.7%	Reduced
273	LCM Logan Capital Management Newtown Square, Pennsylvania	$4.03M	+$4.4M	1	0.29%	New
274	AR Advisory Research Chicago, Illinois	$4.02M	-$3.91M	3	0.06%	Reduced
275	VIG Vienna Insurance Group Warsaw, Poland	$3.98M	$0	1	4.24%	Maintained