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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	TCW Group Los Angeles, California	$1.91M	+$1.94M	1	0.01%	New
327	LCG Lisanti Capital Growth New York	$1.9M	+$193K	1	1.99%	Increased
328	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.9M	$0	1	0.43%	Maintained
329	Freestone Capital Holdings Seattle, Washington	$1.88M	-$636K	1	0.19%	Reduced
330	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.87M	+$1.51M	1	1.96%	New
331	HT HAP Trading New York	$1.87M	+$1.9M	1	0.09%	New
332	TD Asset Management Toronto, Ontario, Canada	$1.86M	+$912K	3	0%	Increased
333	Commonwealth Equity Services Waltham, Massachusetts	$1.82M	-$3.41K	2	0.02%	Reduced
334	RCM Riverhead Capital Management Wilmington, Delaware	$1.8M	+$938K	4	0.03%	Increased
335	CG Cutler Group San Francisco, California	$1.79M	+$1.88M	7	0.1%	New
336	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.78M	+$1.65M	1	0.22%	New
337	TBAM True Bearing Asset Management San Francisco, California	$1.77M	-$484K	1	3.55%	Reduced
338	Mutual of America Capital Management New York	$1.75M	+$4.16K	1	0.04%	Increased
339	BLM Bennett Lawrence Management New York	$1.73M	+$1.5M	1	0.56%	Increased
340	FA FDx Advisors Chicago, Illinois	$1.72M	+$1.17M	2	0.08%	Increased
341	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.71M	+$378K	9	0%	Increased
342	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.71M	$0	2	0.35%	Maintained
343	DCM Dynamic Capital Management St. Helier, Jersey	$1.69M	+$711K	1	0.81%	Increased
344	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.69M	+$703K	1	0.07%	Increased
345	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.65M	+$1.54M	2	0.28%	Increased
346	BAMCO Inc New York	$1.64M	-$870K	1	0.01%	Reduced
347	Legal & General Group London, United Kingdom	$1.62M	+$80.3K	7	0%	Increased
348	CCMH Cornerstone Capital Management Holdings New York	$1.62M	-$1.25M	4	0.01%	Reduced
349	Credit Agricole Montrouge Cedex, France	$1.6M	-$623K	2	0.01%	Reduced
350	Simplex Trading Chicago, Illinois	$1.59M	+$1.21M	5	0.12%	Increased