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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	Brinker Capital Investments Berwyn, Pennsylvania	$7.25M	-$2.34M	5	0.11%	Reduced
277	JGUA John G. Ullman & Associates Corning, New York	$7.24M	-$701K	4	0.97%	Reduced
278	SAM Sycomore Asset Management Paris, France	$7.22M	+$1.37M	2	1.4%	Increased
279	Nordea Investment Management Stockholm, Sweden	$7.21M	+$39.6K	1	0.01%	Increased
280	First Manhattan New York	$7.2M	+$421K	4	0.03%	Increased
281	FVCM F&V Capital Management Boca Raton, Florida	$7.1M	+$7.2M	1	2.65%	New
282	CM Crestline Management Fort Worth, Texas	$7.04M	+$3.29M	3	0.89%	Increased
283	Maven Securities St Helier, Jersey	$6.96M	+$7.98M	1	0.31%	Increased
284	WHP Washington Harbour Partners Arlington, Virginia	$6.73M	+$2.85M	1	1.13%	Increased
285	Engineers Gate Manager New York	$6.68M	+$786K	7	0.33%	Increased
286	Picton Mahoney Asset Management Toronto, Ontario, Canada	$6.68M	+$6.57M	1	0.32%	New
287	BPIM Brant Point Investment Management New York	$6.67M	+$7.13M	1	0.73%	New
288	FA Friess Associates Greenville, Delaware	$6.59M	-$12.5M	1	2.56%	Reduced
289	FHCM Force Hill Capital Management New York	$6.59M	-$571K	1	1.33%	Reduced
290	Oberweis Asset Management Lisle, Illinois	$6.56M	+$4.09M	3	1.34%	Increased
291	KBC Group Brussels, Belgium	$6.43M	+$49.9K	1	0.03%	Increased
292	Eaton Vance Management Boston, Massachusetts	$6.43M	-$98.2K	7	0.01%	Reduced
293	Mirae Asset Global Investments Seoul, South Korea	$6.38M	+$4.96M	1	0.02%	Increased
294	Alphinity Investment Management Sydney, Australia	$6.36M	-$34M	1	0.3%	Reduced
295	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.33M	+$383K	5	0.17%	Increased
296	WPC White Pine Capital Bloomington, Minnesota	$6.26M	+$455K	4	1.99%	Increased
297	Gotham Asset Management New York	$6.13M	-$300K	3	0.27%	Reduced
298	EIM Essex Investment Management Boston, Massachusetts	$6.11M	-$445K	3	0.75%	Reduced
299	ProShare Advisors Bethesda, Maryland	$6.04M	+$748K	7	0.02%	Increased
300	Calamos Advisors Naperville, Illinois	$6.02M	$0	1	0.03%	Maintained