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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
276	DIA Dean Investment Associates Beavercreek, Ohio	$3.31M	+$688K	1	0.57%	Increased
277	Group One Trading Chicago, Illinois	$3.25M	-$1.62M	4	0.03%	Reduced
278	CCS Crosspoint Capital Strategies Orinda, California	$3.22M	+$3.31M	2	2.86%	New
279	Highbridge Capital Management New York	$3.14M	-$31.1K	4	0.06%	Reduced
280	QS Investors New York	$3.13M	-$946K	4	0.03%	Reduced
281	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.13M	-$15.7K	5	0.15%	Reduced
282	Walleye Trading New York	$3.1M	-$1.35M	5	0.02%	Reduced
283	EIM Essex Investment Management Boston, Massachusetts	$3.1M	-$1.78M	2	0.51%	Reduced
284	Commonwealth Equity Services Waltham, Massachusetts	$3.07M	+$66K	3	0.02%	Increased
285	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.07M	+$311K	1	0.19%	Increased
286	MC Marcus Capital Northbrook, Illinois	$3.06M	-$216K	1	3.29%	Reduced
287	CCPM Cooper Creek Partners Management New York	$3.05M	+$3.77M	1	2.09%	New
288	OMERS Administration Corp Toronto, Ontario, Canada	$3.05M	+$1.9M	2	0.06%	Increased
289	TCM Tygh Capital Management Portland, Oregon	$2.99M	+$1.77M	1	0.75%	Increased
290	BAMCO Inc New York	$2.98M	+$939K	1	0.02%	Increased
291	GCP GSA Capital Partners London, United Kingdom	$2.93M	-$802K	2	0.18%	Reduced
292	SCM Stevens Capital Management Radnor, Pennsylvania	$2.9M	+$1.86M	2	0.12%	Increased
293	PP Paloma Partners Greenwich, Connecticut	$2.9M	+$412K	5	0.03%	Increased
294	Virtu KCG Holdings New York	$2.86M	-$2.45M	5	0.07%	Reduced
295	RHJA Rice Hall James & Associates San Diego, California	$2.85M	-$11.2K	1	0.14%	Reduced
296	Putnam Investments Boston, Massachusetts	$2.85M	-$362K	2	0.01%	Reduced
297	HCM Horrell Capital Management Little Rock, Arkansas	$2.81M	-$653K	3	1.75%	Reduced
298	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.81M	+$416K	5	0.02%	Increased
299	GC Globeflex Capital San Diego, California	$2.8M	-$290K	3	0.7%	Reduced
300	SAM Symphony Asset Management San Francisco, California	$2.79M	-$175K	1	0.29%	Reduced