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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	SCA Secor Capital Advisors New York	$3.85M	+$4.04M	2	0.32%	New
252	HCM Horrell Capital Management Little Rock, Arkansas	$3.85M	+$1.35M	2	2.02%	Increased
253	Federated Hermes Pittsburgh, Pennsylvania	$3.8M	-$7.1M	3	0.01%	Reduced
254	PineBridge Investments New York	$3.69M	-$450K	2	0.09%	Reduced
255	Nomura Holdings Tokyo, Japan	$3.68M	-$692K	3	0.01%	Reduced
256	NC Northpointe Capital Bloomfield Hills, Michigan	$3.6M	-$4.53M	1	0.45%	Reduced
257	Verition Fund Management Greenwich, Connecticut	$3.52M	+$2.97M	3	0.26%	Increased
258	SEC Seven Eight Capital New York	$3.48M	+$2.42M	1	0.29%	Increased
259	TCM Tieton Capital Management Yakima, Washington	$3.46M	-$343K	1	3.18%	Reduced
260	Advisors Asset Management Monument, Colorado	$3.41M	-$50.6K	3	0.06%	Reduced
261	SCA Summit Creek Advisors Minneapolis, Minnesota	$3.38M	+$258	1	0.61%	Increased
262	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.38M	-$2.11M	1	0.34%	Reduced
263	EI EAM Investors Solana Beach, California	$3.38M	+$499K	1	0.56%	Increased
264	Cubist Systematic Strategies Stamford, Connecticut	$3.3M	+$1.27M	5	0.19%	Increased
265	MHP Manatuck Hill Partners Westport, Connecticut	$3.19M	$0	1	1.69%	Maintained
266	FRM Foundation Resource Management Little Rock, Arkansas	$3.14M	-$14.6K	1	0.63%	Reduced
267	Old Mission Capital Chicago, Illinois	$3.13M	-$2.55M	1	0.41%	Reduced
268	ARTA A.R.T. Advisors New York	$3.11M	-$4.7M	2	0.12%	Reduced
269	LPL Financial San Diego, California	$3.08M	+$1.25M	5	0.01%	Increased
270	NIMC NWQ Investment Management Company Los Angeles, California	$3.08M	-$1.8M	1	0.05%	Reduced
271	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.06M	+$2.77M	1	0.41%	Increased
272	EIM Essex Investment Management Boston, Massachusetts	$2.97M	+$1.17M	1	0.39%	Increased
273	WPC White Pine Capital Bloomington, Minnesota	$2.96M	+$173K	4	1.09%	Increased
274	Bridgeway Capital Management Houston, Texas	$2.95M	+$3.45M	1	0.03%	Increased
275	First Manhattan New York	$2.94M	+$121K	4	0.02%	Increased