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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	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.59M	+$1.4M	2	1.27%	Increased
302	Granahan Investment Management Waltham, Massachusetts	$7.54M	-$108K	1	0.19%	Reduced
303	PP PDT Partners New York	$7.49M	+$5.01M	5	0.64%	Increased
304	Group One Trading Chicago, Illinois	$7.42M	+$151K	9	0.01%	Increased
305	First Eagle Investment Management New York	$7.32M	+$3.77M	5	0.02%	Increased
306	Treasurer of the State of North Carolina Raleigh, North Carolina	$7.29M	+$1.27M	2	0.04%	Increased
307	CCM Crabel Capital Management Los Angeles, California	$7.27M	$0	1	2.25%	Maintained
308	BCC Bridge City Capital Lake Oswego, Oregon	$7.26M	-$35.4K	2	3.39%	Reduced
309	EIM Essex Investment Management Boston, Massachusetts	$7.19M	-$143K	1	0.9%	Reduced
310	Sit Investment Associates Minneapolis, Minnesota	$7.14M	+$213K	2	0.19%	Increased
311	Castleark Management Chicago, Illinois	$7.12M	-$11M	2	0.31%	Reduced
312	HW Hedeker Wealth Lincolnshire, Illinois	$6.87M	+$1.62M	1	2.08%	Increased
313	Capital Markets Trading (UK) London, United Kingdom	$6.87M	+$6.97M	1	0.1%	New
314	Putnam Investments Boston, Massachusetts	$6.74M	+$3.92M	2	0.01%	Increased
315	AGAM Avalon Global Asset Management San Francisco, California	$6.59M	+$625K	1	1.53%	Increased
316	Oppenheimer Asset Management New York	$6.58M	-$588K	1	0.09%	Reduced
317	Nomura Holdings Tokyo, Japan	$6.41M	-$1.18M	3	0.02%	Reduced
318	EFI EHP Funds Inc Toronto, Canada	$6.28M	+$6.29M	1	1.05%	New
319	Truist Financial Charlotte, North Carolina	$6.27M	-$221K	4	0.01%	Reduced
320	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.22M	+$122K	4	0.15%	Increased
321	Lido Advisors Los Angeles, California	$6.22M	+$364K	1	0.07%	Increased
322	Crossmark Global Holdings Houston, Texas	$6.2M	+$1.61M	4	0.14%	Increased
323	GJL Gendell Jeffrey L	$6.13M	$0	1	0.44%	Maintained
324	State of Michigan Retirement System Lansing, Michigan	$6.13M	+$8.24K	3	0.04%	Increased
325	WPC White Pine Capital Bloomington, Minnesota	$6.11M	-$1.06M	2	1.89%	Reduced