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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
326	PP Paloma Partners Greenwich, Connecticut	$1.04M	+$911K	2	0.03%	Increased
327	Whittier Trust South Pasadena, California	$1M	$0	2	0.05%	Maintained
328	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$995K	-$176K	3	0.08%	Reduced
329	MHP Manatuck Hill Partners Westport, Connecticut	$980K	-$2.11M	1	0.26%	Reduced
330	IP Isthmus Partners Madison, Wisconsin	$977K	-$3.58K	1	0.33%	Reduced
331	WIS Wright Investors Service Shelton, Connecticut	$968K	-$5.07K	1	0.47%	Reduced
332	Old Mission Capital Chicago, Illinois	$913K	+$405K	1	0.21%	Increased
333	Bragg Financial Advisors Charlotte, North Carolina	$910K	$0	1	0.21%	Maintained
334	PCM Perkins Capital Management Wayzata, Minnesota	$910K	+$137K	1	0.76%	Increased
335	AA AlphaMark Advisors Ft. Wright, Kentucky	$905K	+$808K	1	0.51%	New
336	Nisa Investment Advisors St. Louis, Missouri	$904K	+$24.1K	2	0.01%	Increased
337	Algert Global San Francisco, California	$895K	+$456K	1	0.5%	Increased
338	PCM Potomac Capital Management New York	$892K	-$32.7K	1	0.96%	Reduced
339	CCM Catapult Capital Management New York	$891K	+$919K	2	0.11%	New
340	Gotham Asset Management New York	$891K	+$563K	1	0.01%	Increased
341	US Bancorp Minneapolis, Minnesota	$887K	+$68.9K	7	0%	Increased
342	PPCM Pillar Pacific Capital Management Pacifica, California	$879K	-$25.1K	2	0.15%	Reduced
343	UFF USA Financial Formulas Ada, Michigan	$867K	-$230K	1	0.28%	Reduced
344	Laurion Capital Management New York	$844K	+$398K	1	0.02%	Increased
345	SAM Symphony Asset Management San Francisco, California	$839K	+$337K	2	0.1%	Increased
346	BlackRock New York	$836K	+$649K	6	0%	Increased
347	EMG Ellington Management Group Old Greenwich, Connecticut	$827K	+$760K	3	0.17%	New
348	TH Timber Hill Greenwich, Connecticut	$812K	-$833K	2	0%	Reduced
349	FMT First Mercantile Trust Cordova, Tennessee	$770K	+$600K	2	0.06%	Increased
350	Envestnet Asset Management Chicago, Illinois	$763K	+$697K	2	0%	Increased