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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	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.03M	-$659K	1	2.46%	Reduced
327	Dana Investment Advisors Waukesha, Wisconsin	$2.03M	-$1.58M	1	0.1%	Reduced
328	Engineers Gate Manager New York	$2.02M	-$1.8M	2	0.21%	Reduced
329	FSCM Front Street Capital Management Missoula, Montana	$2M	-$74.8K	1	0.96%	Reduced
330	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.98M	+$95K	2	1.3%	Increased
331	SI Shaker Investments Cleveland, Ohio	$1.96M	+$693K	1	1.58%	Increased
332	TD Asset Management Toronto, Ontario, Canada	$1.95M	+$425K	4	0%	Increased
333	Cubist Systematic Strategies Stamford, Connecticut	$1.95M	-$1.9M	3	0.13%	Reduced
334	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.95M	-$1.53M	1	0.06%	Reduced
335	Eaton Vance Management Boston, Massachusetts	$1.93M	-$116K	4	0.01%	Reduced
336	QIM Quantitative Investment Management Charlottesville, Virginia	$1.93M	-$1.84M	1	0.06%	Reduced
337	Oppenheimer & Co New York	$1.91M	-$1.43M	1	0.06%	Reduced
338	BAMCO Inc New York	$1.82M	+$118K	1	0.01%	Increased
339	HighTower Advisors Chicago, Illinois	$1.79M	+$1.02M	3	0.02%	Increased
340	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.78M	-$89.8K	1	0.08%	Reduced
341	AB AT Bancorp Dubuque, Iowa	$1.78M	+$1.7M	1	0.24%	New
342	Analytic Investors Los Angeles, California	$1.76M	+$1.07M	1	0.02%	Increased
343	Simplex Trading Chicago, Illinois	$1.74M	-$299K	7	0.12%	Reduced
344	FA FDx Advisors Chicago, Illinois	$1.73M	-$127K	2	0.07%	Reduced
345	GIPM G2 Investment Partners Management New York	$1.71M	-$3.9M	2	0.78%	Reduced
346	CIC Chase Investment Counsel Charlottesville, Virginia	$1.7M	+$1.45M	2	0.75%	New
347	VCM Voce Capital Management San Francisco, California	$1.68M	$0	1	2.16%	Maintained
348	AGF Investments Inc Toronto, Ontario, Canada	$1.68M	-$2.37M	1	0.02%	Reduced
349	TA Teton Advisors Rye, New York	$1.67M	+$380K	2	0.15%	Increased
350	Envestnet Asset Management Chicago, Illinois	$1.65M	-$510K	6	0.01%	Reduced