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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	BCH Berkshire Capital Holdings San Jose, California	$13.9M	+$10.9M	3	5.03%	Increased
277	Commonwealth Equity Services Waltham, Massachusetts	$13.8M	-$17.7K	7	0.02%	Reduced
278	IECM Intrinsic Edge Capital Management Chicago, Illinois	$13.5M	-$17.1M	1	1.64%	Reduced
279	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$13.4M	-$373K	8	0.03%	Reduced
280	Wolverine Asset Management Chicago, Illinois	$13M	+$13.2M	1	0.13%	New
281	Zurich Cantonal Bank Zurich, Switzerland	$12.8M	+$1.52M	7	0.04%	Increased
282	PEAK6 Chicago, Illinois	$12.8M	+$11.6M	4	0.03%	New
283	AIM Alpine Investment Management Hong Kong	$12.7M	+$10.8M	1	3.6%	New
284	LN Lightrock Netherlands Utrecht, Netherlands	$12.7M	+$11.7M	1	4.44%	New
285	AAP Ardsley Advisory Partners Stamford, Connecticut	$12.6M	+$11.5M	2	2%	New
286	HRT Financial New York	$12.6M	-$11M	10	0.07%	Reduced
287	DGM Delta Global Management New York	$12.5M	+$13.2M	1	1.04%	New
288	SC Skylands Capital Milwaukee, Wisconsin	$12.5M	-$1.91M	1	1.74%	Reduced
289	PCM Portolan Capital Management Boston, Massachusetts	$12.4M	-$8.66M	1	0.84%	Reduced
290	SGCM Sand Grove Capital Management London, United Kingdom	$12.2M	$0	1	5.91%	Maintained
291	Ameritas Investment Partners Lincoln, Nebraska	$12.2M	-$52.2K	9	0.4%	Reduced
292	Jain Global New York	$12.2M	+$11.8M	5	0.36%	New
293	GCIA Gabelli & Co Investment Advisers Rye, New York	$12.1M	+$329K	1	2.07%	Increased
294	SRC Shufro Rose & Co New York	$12M	-$2.57M	1	0.93%	Reduced
295	JGUA John G. Ullman & Associates Corning, New York	$11.9M	-$5.37M	4	1.75%	Reduced
296	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.8M	-$218K	5	0.1%	Reduced
297	PCM Prelude Capital Management New York	$11.6M	+$6.48M	7	0.73%	Increased
298	WCM Westerly Capital Management San Francisco, California	$11.6M	-$4.31M	2	5.34%	Reduced
299	Readystate Asset Management Chicago, Illinois	$11.5M	-$3.54M	2	0.35%	Reduced
300	Artemis Investment Management Edinburgh, United Kingdom	$11.5M	-$28.7M	1	0.16%	Reduced