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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	EBIM Eagle Boston Investment Management Boston, Massachusetts	$3.47M	+$1.06M	1	0.35%	Increased
277	Capital Fund Management (CFM) Paris, France	$3.39M	+$3.91M	3	0.02%	New
278	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.36M	+$52.5K	5	0.08%	Increased
279	ACM Altalis Capital Management New York	$3.35M	+$3.4M	1	3.27%	New
280	CMG Cavalry Management Group San Francisco, California	$3.25M	+$283K	1	0.95%	Increased
281	GCM Goldman Capital Management New York	$3.17M	-$920K	1	3.07%	Reduced
282	Panagora Asset Management Boston, Massachusetts	$3.17M	-$523K	3	0.01%	Reduced
283	HA Heartland Advisors Milwaukee, Wisconsin	$3.15M	+$17K	1	0.2%	Increased
284	AssetMark Inc Concord, California	$3.12M	-$3.22M	6	0.03%	Reduced
285	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.12M	+$86.9K	5	0.02%	Increased
286	MAG Millrace Asset Group Berwyn, Pennsylvania	$3.11M	+$942K	2	2.99%	Increased
287	Loews Corp New York	$3.08M	+$437K	1	0.02%	Increased
288	SWM Segment Wealth Management Houston, Texas	$2.98M	-$23.3K	1	0.72%	Reduced
289	Parallax Volatility Advisers San Francisco, California	$2.96M	+$2.49M	9	0%	Increased
290	LOAMU Lombard Odier Asset Management (USA) New York	$2.93M	-$10.6M	2	0.22%	Reduced
291	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.92M	+$670K	2	0.02%	Increased
292	OppenheimerFunds New York	$2.91M	+$129K	5	0%	Increased
293	VIG Vienna Insurance Group Warsaw, Poland	$2.9M	$0	1	1.73%	Maintained
294	Advisors Asset Management Monument, Colorado	$2.88M	+$114K	3	0.05%	Increased
295	JCP Jabre Capital Partners Geneva, Switzerland	$2.84M	+$3.23M	1	0.59%	New
296	Algert Global San Francisco, California	$2.73M	-$2.61M	1	0.64%	Reduced
297	FRM Foundation Resource Management Little Rock, Arkansas	$2.69M	-$2.17M	1	0.48%	Reduced
298	Dana Investment Advisors Waukesha, Wisconsin	$2.64M	+$869K	1	0.11%	Increased
299	AIS AlphaOne Investment Services West Chester, Pennsylvania	$2.63M	-$2.38M	3	0.79%	Reduced
300	Segall Bryant & Hamill Chicago, Illinois	$2.6M	-$1.83M	1	0.06%	Reduced