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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
301	ProShare Advisors Bethesda, Maryland	$2.78M	-$160K	4	0.02%	Reduced
302	Walleye Trading New York	$2.75M	+$2.54M	4	0.01%	Increased
303	Balyasny Asset Management Chicago, Illinois	$2.73M	-$1.81M	3	0.01%	Reduced
304	BCC Bridge City Capital Lake Oswego, Oregon	$2.72M	+$730K	2	1.69%	Increased
305	PCM Piermont Capital Management St. Louis, Missouri	$2.71M	+$1.98M	1	1.09%	Increased
306	IECM Intrinsic Edge Capital Management Chicago, Illinois	$2.65M	-$4.05M	1	0.42%	Reduced
307	Baird Financial Group Milwaukee, Wisconsin	$2.61M	+$782K	3	0.02%	Increased
308	KBC Group Brussels, Belgium	$2.6M	+$4.08M	1	0.02%	Increased
309	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.54M	+$100K	1	1.56%	Increased
310	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.54M	-$396K	4	0.04%	Reduced
311	Los Angeles Capital Management Los Angeles, California	$2.51M	+$49.3K	3	0.01%	Increased
312	Ladenburg Thalmann Financial Services Miami, Florida	$2.46M	+$923K	8	0.02%	Increased
313	Capital Fund Management (CFM) Paris, France	$2.42M	-$22.8M	2	0.01%	Reduced
314	SCM Stevens Capital Management Radnor, Pennsylvania	$2.41M	+$336K	3	0.09%	Increased
315	MAM Myriad Asset Management North Point, Hong Kong	$2.4M	+$2.8M	1	0.35%	New
316	Boothbay Fund Management New York	$2.39M	+$87.2K	4	0.24%	Increased
317	Credit Agricole Montrouge Cedex, France	$2.38M	+$2.52M	2	0.11%	Increased
318	EIM Essex Investment Management Boston, Massachusetts	$2.38M	-$700K	2	0.28%	Reduced
319	OMERS Administration Corp Toronto, Ontario, Canada	$2.36M	+$2.12M	1	0.02%	New
320	MCIM Meadow Creek Investment Management Atlanta, Georgia	$2.32M	+$450K	6	0.05%	Increased
321	FP Foundry Partners Minneapolis, Minnesota	$2.31M	-$146K	1	0.09%	Reduced
322	Gradient Investments Arden Hills, Minnesota	$2.29M	-$347K	1	0.12%	Reduced
323	OppenheimerFunds New York	$2.29M	-$452K	4	0%	Reduced
324	SAM Symphony Asset Management San Francisco, California	$2.28M	+$2.25M	2	0.61%	Increased
325	Montag & Associates Atlanta, Georgia	$2.28M	+$2.04M	1	0.2%	New