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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	GIP Granite Investment Partners El Segundo, California	$4.44M	+$1.92M	1	0.18%	Increased
302	AQR Capital Management Greenwich, Connecticut	$4.44M	-$8.69M	4	0.01%	Reduced
303	Carnegie Investment Counsel Pepper Pike, Ohio	$4.37M	+$1.7M	2	0.17%	Increased
304	AC AWH Capital Dallas, Texas	$4.36M	$0	1	4.45%	Maintained
305	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.32M	+$500K	2	0.01%	Increased
306	LCG Lisanti Capital Growth New York	$4.3M	-$11.8M	1	0.6%	Reduced
307	LGT Group Foundation Vaduz, Liechtenstein	$4.27M	+$1.51M	1	0.12%	Increased
308	AGAM Avalon Global Asset Management San Francisco, California	$4.25M	-$675K	1	2.09%	Reduced
309	Gotham Asset Management New York	$4.22M	+$797K	4	0.1%	Increased
310	Oversea-Chinese Banking Corp (OCBC) Singapore	$4.21M	+$159K	1	0.21%	Increased
311	FP Foundry Partners Minneapolis, Minnesota	$4.14M	+$1.71M	1	0.26%	Increased
312	Federated Hermes Pittsburgh, Pennsylvania	$4.03M	-$300K	5	0.01%	Reduced
313	KFO Kopp Family Office Bloomington, Minnesota	$4.01M	+$2.28M	1	2.16%	Increased
314	KBC Group Brussels, Belgium	$4.01M	-$1.65M	3	0.02%	Reduced
315	AIM Aigen Investment Management New York	$4M	+$3.53M	2	0.55%	Increased
316	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$3.99M	-$418K	1	0.19%	Reduced
317	WBC Westpac Banking Corp Sydney, Australia	$3.94M	-$134K	1	0.05%	Reduced
318	BCM Bayesian Capital Management Brooklyn, New York	$3.93M	+$974K	3	0.49%	Increased
319	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.93M	+$65.6K	1	0.7%	Increased
320	Sit Investment Associates Minneapolis, Minnesota	$3.9M	+$15.2K	2	0.11%	Increased
321	NIG NFJ Investment Group Dallas, Texas	$3.89M	+$4.15M	1	0.1%	New
322	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.84M	+$699K	4	0.1%	Increased
323	PIM Platinum Investment Management Sydney Australia 2000, Australia	$3.77M	-$58.5M	1	0.13%	Reduced
324	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.76M	-$1.55M	2	0.59%	Reduced
325	United Capital Financial Advisors Irving, Texas	$3.74M	-$3.64M	2	0.02%	Reduced