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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	Winton Group London, United Kingdom	$5.73M	+$4.09M	3	0.08%	Increased
252	HAM Hillcrest Asset Management Plano, Texas	$5.7M	-$199K	1	0.87%	Reduced
253	ICOM Investment Counselors of Maryland Baltimore, Maryland	$5.65M	+$45.9K	1	0.24%	Increased
254	Calamos Advisors Naperville, Illinois	$5.64M	$0	1	0.03%	Maintained
255	Pacer Advisors Malvern, Pennsylvania	$5.63M	+$316K	4	0.25%	Increased
256	Allianz Asset Management Munich, Germany	$5.57M	+$936K	4	0.01%	Increased
257	OAM Oxford Asset Management Oxford, United Kingdom	$5.55M	-$7.86M	4	0.15%	Reduced
258	Truist Financial Charlotte, North Carolina	$5.47M	+$3.39M	4	0.01%	Increased
259	BA Bard Associates Chicago, Illinois	$5.45M	-$92.4K	1	2.77%	Reduced
260	FCM Firsthand Capital Management San Jose, California	$5.39M	-$1.91M	1	2.1%	Reduced
261	IIA IPG Investment Advisors San Diego, California	$5.38M	+$1.39M	1	1.7%	Increased
262	Voloridge Investment Management Jupiter, Florida	$5.3M	+$3.32M	2	0.1%	Increased
263	First Manhattan New York	$5.27M	-$9.68K	4	0.03%	Reduced
264	LM Litespeed Management New York	$5.16M	+$4.37M	1	6.04%	New
265	EI EAM Investors Solana Beach, California	$5.15M	+$4.08M	2	1.13%	New
266	Castleark Management Chicago, Illinois	$5.12M	+$4.6M	1	0.2%	New
267	Jefferies Group New York	$5.11M	-$3.16M	5	0.04%	Reduced
268	SEC Seven Eight Capital New York	$5.08M	+$3.94M	1	0.27%	Increased
269	SW SkyOak Wealth Southfield, Michigan	$5.05M	+$4.48M	3	1.57%	New
270	Whittier Trust South Pasadena, California	$5.04M	+$27.1K	5	0.13%	Increased
271	SG Americas Securities New York	$4.94M	+$1.08M	5	0.05%	Increased
272	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$4.94M	+$4.09M	2	1.26%	New
273	Profund Advisors Bethesda, Maryland	$4.8M	+$102K	4	0.21%	Increased
274	ExodusPoint Capital Management New York	$4.78M	-$1.99M	3	0.09%	Reduced
275	CCM Cinctive Capital Management New York	$4.75M	+$4.27M	1	0.5%	New