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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	BCC Bridge City Capital Lake Oswego, Oregon	$4.93M	-$41.8K	2	2.87%	Reduced
252	MHP Manatuck Hill Partners Westport, Connecticut	$4.78M	+$4.44M	3	2.27%	Increased
253	Ameritas Investment Partners Lincoln, Nebraska	$4.76M	+$45.2K	8	0.22%	Increased
254	SCM Stevens Capital Management Radnor, Pennsylvania	$4.74M	+$744K	2	0.2%	Increased
255	DZ Bank Frankfurt Am Main, Germany	$4.73M	+$4.05M	3	0.02%	Increased
256	PAM PVG Asset Management Golden, Colorado	$4.67M	+$1.41M	1	4.2%	Increased
257	UBS O'Connor Chicago, Illinois	$4.54M	+$2.18M	1	0.13%	Increased
258	ARTA A.R.T. Advisors New York	$4.47M	-$1.32M	3	0.27%	Reduced
259	First Manhattan New York	$4.47M	+$290K	5	0.03%	Increased
260	LCG Lisanti Capital Growth New York	$4.47M	+$3.45M	2	1.58%	Increased
261	DCM Dupont Capital Management Wilmington, Delaware	$4.45M	-$316K	3	0.1%	Reduced
262	HBK Investments Dallas, Texas	$4.44M	-$6.62M	3	0.04%	Reduced
263	GPCM Granite Point Capital Management Boston, Massachusetts	$4.42M	+$630K	3	0.43%	Increased
264	HSBC Holdings London, United Kingdom	$4.39M	-$64.2K	5	0.01%	Reduced
265	BA Broadview Advisors Milwaukee, Wisconsin	$4.33M	-$4.78M	1	1.18%	Reduced
266	Congress Asset Management Boston, Massachusetts	$4.31M	+$3.45M	2	0.06%	Increased
267	SHGA Sand Hill Global Advisors Palo Alto, California	$4.28M	+$4.58M	1	0.44%	New
268	Impax Asset Management Group London, United Kingdom	$4.26M	+$4.43M	1	0.06%	New
269	BCM Bayesian Capital Management Brooklyn, New York	$4.24M	-$2.1M	2	0.81%	Reduced
270	NM Newtyn Management New York	$4.22M	+$5.22M	1	0.8%	New
271	DFO Duquesne Family Office New York	$4.18M	+$4.47M	1	0.12%	New
272	Envestnet Asset Management Chicago, Illinois	$4.09M	+$1.88M	5	0.01%	Increased
273	WPC White Pine Capital Bloomington, Minnesota	$3.98M	+$619K	5	1.47%	Increased
274	AIC Ameritas Investment Company Lincoln, Nebraska	$3.88M	+$338K	2	0.72%	Increased
275	Eaton Vance Management Boston, Massachusetts	$3.85M	+$253K	3	0.01%	Increased