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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	CC Colrain Capital Boston, Massachusetts	$4.15M	+$740K	1	3.43%	Increased
252	TD Asset Management Toronto, Ontario, Canada	$4.11M	+$3.21M	3	0.01%	Increased
253	AAP Ardsley Advisory Partners Stamford, Connecticut	$4.11M	-$3.26M	1	0.5%	Reduced
254	KA Kaizen Advisory Wheaton, Illinois	$4.1M	+$1.32M	1	2.45%	New
255	DCM Dean Capital Management Overland Park, Kansas	$4.07M	+$2.68M	1	1.92%	Increased
256	QF QVT Financial New York	$3.97M	-$2.29M	1	0.22%	Reduced
257	CAM Chou Associates Management Toronto, Ontario, Canada	$3.96M	$0	1	1.69%	Maintained
258	NIMC NWQ Investment Management Company Los Angeles, California	$3.89M	-$459K	1	0.05%	Reduced
259	Jefferies Group New York	$3.88M	-$12.2M	4	0.02%	Reduced
260	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.88M	+$151K	5	0.18%	Increased
261	ARM Adirondack Research & Management Guilderland, New York	$3.87M	+$1.12M	2	1.52%	Increased
262	Nomura Holdings Tokyo, Japan	$3.84M	+$1.77M	3	0.01%	Increased
263	Great Lakes Advisors Chicago, Illinois	$3.83M	+$964K	1	0.08%	Increased
264	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.8M	-$22.3K	5	0.19%	Reduced
265	Stifel Financial St. Louis, Missouri	$3.73M	+$134K	5	0.01%	Increased
266	PineBridge Investments New York	$3.72M	+$1.45M	4	0.1%	Increased
267	Advisors Capital Management Ridgewood, New Jersey	$3.66M	+$115K	2	0.29%	Increased
268	Oberweis Asset Management Lisle, Illinois	$3.65M	-$119K	1	0.85%	Reduced
269	AR Advisory Research Chicago, Illinois	$3.65M	-$742K	1	0.06%	Reduced
270	Bahl & Gaynor Cincinnati, Ohio	$3.62M	-$208K	1	0.04%	Reduced
271	Simplex Trading Chicago, Illinois	$3.6M	+$95.2K	7	0.15%	Increased
272	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.52M	-$3.52M	1	1.01%	Reduced
273	TCM Trafelet Capital Management New York	$3.51M	-$12.5M	1	2.45%	Reduced
274	CPIM Columbia Partners Investment Management Alexandria, Virginia	$3.51M	+$1.41M	2	0.47%	Increased
275	Natixis Paris, France	$3.48M	+$2.28M	1	0.03%	Increased