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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.49M	-$474K	2	0.01%	Reduced
302	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.45M	+$3.95M	1	0.21%	New
303	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.44M	+$665K	1	1.31%	Increased
304	AGAM Avalon Global Asset Management San Francisco, California	$4.41M	-$2.19M	1	2.77%	Reduced
305	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$4.3M	-$945K	1	0.22%	Reduced
306	PFM Parsec Financial Management Asheville, North Carolina	$4.28M	-$1.28M	1	0.19%	Reduced
307	Voloridge Investment Management Jupiter, Florida	$4.27M	+$3.35M	3	0.02%	Increased
308	BA Bard Associates Chicago, Illinois	$4.26M	-$34.8K	1	1.84%	Reduced
309	Empirical Wealth Management Seattle, Washington	$4.22M	+$415K	2	0.2%	Increased
310	MHP Manatuck Hill Partners Westport, Connecticut	$4.22M	+$2.74M	2	2%	Increased
311	Federated Hermes Pittsburgh, Pennsylvania	$4.18M	-$281K	5	0.01%	Reduced
312	Carnegie Investment Counsel Pepper Pike, Ohio	$4.04M	+$3.38M	3	0.17%	Increased
313	HRT Financial New York	$4.01M	-$3.65M	3	0.06%	Reduced
314	Silvercrest Asset Management New York	$3.93M	+$3.93M	2	0.03%	Increased
315	WBC Westpac Banking Corp Sydney, Australia	$3.93M	-$401K	1	0.06%	Reduced
316	JCM Janney Capital Management Pittsburgh, Pennsylvania	$3.92M	-$1.12M	2	0.28%	Reduced
317	FG Formula Growth Montreal, Quebec, Canada	$3.9M	-$1.74M	1	1.1%	Reduced
318	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.86M	-$4.34M	1	2.49%	Reduced
319	Los Angeles Capital Management Los Angeles, California	$3.86M	+$1.13M	3	0.02%	Increased
320	Verition Fund Management Greenwich, Connecticut	$3.83M	-$14.7M	6	0.06%	Reduced
321	Oversea-Chinese Banking Corp (OCBC) Singapore	$3.83M	+$3.8M	1	0.22%	New
322	SC Shellback Capital Boston, Massachusetts	$3.81M	-$18.2M	1	0.68%	Reduced
323	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.74M	-$109K	1	0.71%	Reduced
324	HSBC Holdings London, United Kingdom	$3.74M	-$3.03M	5	0%	Reduced
325	AE Wealth Management Topeka, Kansas	$3.74M	+$1.7M	2	0.03%	Increased