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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	HighTower Advisors Chicago, Illinois	$5.93M	-$14.2M	4	0.01%	Reduced
302	Eagle Asset Management St Petersburg, Florida	$5.89M	+$5.8M	1	0.03%	New
303	Group One Trading Chicago, Illinois	$5.88M	+$3.19M	11	0.02%	Increased
304	State of Michigan Retirement System Lansing, Michigan	$5.8M	+$119K	4	0.03%	Increased
305	SIS Susquehanna International Securities Dublin, Ireland	$5.79M	+$710K	1	2.3%	Increased
306	Laurion Capital Management New York	$5.73M	$0	1	0.05%	Maintained
307	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$5.7M	$0	2	0.13%	Maintained
308	WCM Westerly Capital Management San Francisco, California	$5.69M	+$5.28M	1	2.16%	Increased
309	VIG Vienna Insurance Group Warsaw, Poland	$5.63M	+$3.59M	2	2.21%	Increased
310	ACA Apis Capital Advisors New York	$5.6M	+$4.66M	1	4.25%	New
311	PCA Providence Capital Advisors Charlotte, North Carolina	$5.58M	+$77.1K	1	1.22%	Increased
312	LAM LECAP Asset Management London, United Kingdom	$5.57M	+$3.35M	2	1.16%	Increased
313	HLAM Hidden Lake Asset Management New York	$5.54M	+$5.02M	2	3.36%	Increased
314	Raymond James Financial Services Advisors St. Petersburg, Florida	$5.49M	+$1.17M	6	0.01%	Increased
315	PAM Pinpoint Asset Management Hong Kong	$5.49M	-$4.07M	3	0.88%	Reduced
316	ACM AIGH Capital Management Baltimore, Maryland	$5.36M	+$4.46M	1	1.61%	New
317	Pacer Advisors Malvern, Pennsylvania	$5.35M	+$109K	7	0.01%	Increased
318	SG Americas Securities New York	$5.34M	-$13.5M	8	0.03%	Reduced
319	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.31M	+$465	5	0.04%	Increased
320	Covea Finance Paris, France	$5.3M	+$2.21M	2	0.25%	Increased
321	AGAM Avalon Global Asset Management San Francisco, California	$5.3M	+$442K	1	0.76%	Increased
322	TCM Tieton Capital Management Yakima, Washington	$5.29M	+$5.26M	2	2.77%	Increased
323	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.27M	+$782	4	0.14%	Increased
324	Osaic Holdings Scottsdale, Arizona	$5.21M	-$1.89M	11	0.01%	Reduced
325	GGHC Gilder Gagnon Howe & Co New York	$5.17M	-$729K	2	0.06%	Reduced