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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	Impax Asset Management Group London, United Kingdom	$7.45M	-$3.34M	1	0.04%	Reduced
277	ZCM Zenyatta Capital Management Dover, Delaware	$7.36M	-$2.85M	2	5.6%	Reduced
278	LI LMCG Investments Boston, Massachusetts	$7.3M	+$2.07K	1	0.5%	Increased
279	OCM Osterweis Capital Management San Francisco, California	$7.3M	+$701K	1	0.55%	Increased
280	FVCM F&V Capital Management Boca Raton, Florida	$7.25M	+$278K	1	2.58%	Increased
281	JCM Janney Capital Management Pittsburgh, Pennsylvania	$7.18M	-$34.2K	2	0.58%	Reduced
282	NCGI Next Century Growth Investors Plymouth, Minnesota	$7.13M	+$3.84M	2	0.93%	Increased
283	KAM Kopion Asset Management Mckinney, Texas	$7.03M	+$496K	1	7.49%	Increased
284	WBC Westpac Banking Corp Sydney, Australia	$7.03M	-$2.81M	1	0.09%	Reduced
285	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.03M	+$58.2K	2	1.16%	Increased
286	Jump Financial Chicago, Illinois	$6.98M	+$6.32M	5	0.3%	Increased
287	BCC Bridge City Capital Lake Oswego, Oregon	$6.96M	+$1.74M	3	3.68%	Increased
288	Nomura Holdings Tokyo, Japan	$6.91M	+$3.2M	5	0.02%	Increased
289	Assenagon Asset Management Senningerberg, Luxembourg	$6.49M	-$14.4M	4	0.02%	Reduced
290	Oppenheimer Asset Management New York	$6.46M	+$1.63M	2	0.11%	Increased
291	Arizona State Retirement System Phoenix, Arizona	$6.44M	+$255K	8	0.06%	Increased
292	OGC Oak Grove Capital North Hampton, New Hampshire	$6.4M	-$2.17M	1	2.08%	Reduced
293	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$6.34M	-$801K	1	0.33%	Reduced
294	Boothbay Fund Management New York	$6.29M	-$124K	6	0.17%	Reduced
295	Granahan Investment Management Waltham, Massachusetts	$6.28M	+$675K	1	0.21%	Increased
296	First Manhattan New York	$6.26M	+$15K	5	0.03%	Increased
297	FG Formula Growth Montreal, Quebec, Canada	$6.26M	-$3.27M	1	1.73%	Reduced
298	BA Bard Associates Chicago, Illinois	$6.24M	+$94.7K	1	2.67%	Increased
299	Madison Asset Management Madison, Wisconsin	$6.21M	+$3.43M	1	0.1%	Increased
300	MCP Maso Capital Partners Hong Kong	$6.2M	+$6.01M	1	3.5%	New