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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	First Manhattan New York	$2.98M	-$33.8K	4	0.02%	Reduced
277	MCC Malaga Cove Capital Pv Estates, California	$2.94M	-$22.1K	1	1.49%	Reduced
278	LCG Lisanti Capital Growth New York	$2.93M	+$2.35M	2	1.12%	Increased
279	GCP GSA Capital Partners London, United Kingdom	$2.93M	+$2.41M	4	0.15%	Increased
280	AssetMark Inc Concord, California	$2.91M	+$23.2K	2	0.03%	Increased
281	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.9M	-$692K	1	2.11%	Reduced
282	MHP Manatuck Hill Partners Westport, Connecticut	$2.9M	$0	1	1.16%	Maintained
283	EIM Essex Investment Management Boston, Massachusetts	$2.88M	+$164K	2	0.36%	Increased
284	Oregon Public Employees Retirement Fund Tigard, Oregon	$2.86M	+$1.49M	2	0.04%	Increased
285	WPC White Pine Capital Bloomington, Minnesota	$2.83M	+$58.4K	4	1.01%	Increased
286	SST S Squared Technology New York	$2.82M	$0	1	2.24%	Maintained
287	BB&T Securities Richmond, Virginia	$2.76M	+$109K	2	0.03%	Increased
288	State of Michigan Retirement System Lansing, Michigan	$2.74M	+$1.39M	2	0.02%	Increased
289	Bahl & Gaynor Cincinnati, Ohio	$2.73M	-$209K	1	0.03%	Reduced
290	ProShare Advisors Bethesda, Maryland	$2.73M	+$345K	4	0.02%	Increased
291	Gradient Investments Arden Hills, Minnesota	$2.72M	+$208K	1	0.15%	Increased
292	AWCI Alpine Woods Capital Investors Purchase, New York	$2.72M	+$327K	2	0.59%	Increased
293	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.7M	+$1.14M	1	2.06%	Increased
294	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.67M	+$1.1M	4	0.04%	Increased
295	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.63M	+$1.32M	2	1.88%	Increased
296	Jennison Associates New York	$2.58M	+$1.12M	2	0%	Increased
297	PEAK6 Group Chicago, Illinois	$2.57M	+$367K	4	0.01%	Increased
298	Catalyst Capital Advisors Huntington, New York	$2.56M	+$868K	3	0.09%	Increased
299	Teacher Retirement System of Texas Austin, Texas	$2.54M	-$140K	5	0.02%	Reduced
300	Paradigm Capital Management Inc Albany, New York	$2.54M	+$2.6M	2	0.2%	New