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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	MAP Moody Aldrich Partners Marblehead, Massachusetts	$7.5M	+$509K	2	1.28%	Increased
277	GTS Securities Miami, Florida	$7.49M	-$3.32M	5	0.01%	Reduced
278	PP PDT Partners New York	$7.35M	+$1.19M	3	0.7%	Increased
279	Bridgewater Associates Westport, Connecticut	$7.31M	+$6.76M	1	0.04%	New
280	ACM Atika Capital Management New York	$7.27M	+$6.58M	1	0.72%	New
281	Giverny Capital Montreal, Quebec, Canada	$7.08M	-$32.5M	2	0.29%	Reduced
282	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.99M	+$147K	5	0.14%	Increased
283	Nishkama Capital LLC Dorado, Puerto Rico	$6.75M	+$6.28M	3	0.53%	New
284	Hotchkis & Wiley Capital Management Los Angeles, California	$6.75M	-$6.51M	1	0.02%	Reduced
285	BA Bard Associates Chicago, Illinois	$6.75M	$0	1	2.43%	Maintained
286	KA Kovack Advisors Ft. Lauderdale, Florida	$6.74M	-$1.22M	3	0.82%	Reduced
287	FVCM F&V Capital Management Boca Raton, Florida	$6.7M	+$105K	1	1.97%	Increased
288	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$6.6M	-$2.03M	2	0.59%	Reduced
289	PNC Financial Services Group Pittsburgh, Pennsylvania	$6.53M	+$474K	9	0%	Increased
290	ABN AMRO Investment Solutions Paris Cedex 008,	$6.53M	-$1.8M	2	0.11%	Reduced
291	Carnegie Investment Counsel Pepper Pike, Ohio	$6.47M	+$231K	2	0.2%	Increased
292	EI EAM Investors Solana Beach, California	$6.41M	-$2.18M	2	1%	Reduced
293	HRT Financial New York	$6.34M	+$5.92M	4	0.04%	Increased
294	Granahan Investment Management Waltham, Massachusetts	$6.33M	-$1.96M	1	0.22%	Reduced
295	HAM Honeycomb Asset Management New York	$6.21M	+$5.62M	1	0.98%	New
296	Zurich Cantonal Bank Zurich, Switzerland	$6.1M	-$204K	9	0.02%	Reduced
297	FG Formula Growth Montreal, Quebec, Canada	$6.09M	+$2.56M	1	1.95%	Increased
298	CM Crestline Management Fort Worth, Texas	$6.05M	-$2.49M	2	0.53%	Reduced
299	Caption Management Oklahoma City, Oklahoma	$5.98M	+$4.89M	1	0.09%	Increased
300	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.93M	-$829K	5	0.12%	Reduced