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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	VCM Voce Capital Management San Francisco, California	$2.19M	+$659K	1	2.82%	Increased
327	PM Precept Management Dallas, Texas	$2.19M	+$2.11M	2	1.62%	New
328	Axiom Investors Greenwich, Connecticut	$2.08M	+$1.06M	1	0.06%	Increased
329	OppenheimerFunds New York	$2.07M	-$9.42M	5	0%	Reduced
330	ProShare Advisors Bethesda, Maryland	$2.06M	+$966K	5	0.02%	Increased
331	SCM Signia Capital Management Spokane, Washington	$2.04M	-$401K	1	2.98%	Reduced
332	HS HighVista Strategies Boston, Massachusetts	$2.03M	$0	1	0.4%	Maintained
333	PCM Piermont Capital Management St. Louis, Missouri	$2.03M	-$2.43M	1	0.46%	Reduced
334	CAM CG Asset Management New York	$2.01M	-$434K	1	0.75%	Reduced
335	FSCM Front Street Capital Management Missoula, Montana	$2M	$0	1	0.96%	Maintained
336	EBIM Eagle Boston Investment Management Boston, Massachusetts	$1.97M	-$823	1	0.23%	Reduced
337	Spot Trading Chicago, Illinois	$1.96M	+$1.13M	4	0.05%	Increased
338	PP PDT Partners New York	$1.95M	-$379K	1	0.13%	Reduced
339	WAM World Asset Management Detroit, Michigan	$1.93M	+$36.1K	2	0.07%	Increased
340	Cubist Systematic Strategies Stamford, Connecticut	$1.92M	-$82.7K	5	0.15%	Reduced
341	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$1.91M	+$1.93M	1	1.21%	New
342	Tudor Investment Corp Stamford, Connecticut	$1.91M	-$323K	2	0.05%	Reduced
343	CCM Century Capital Management Boston, Massachusetts	$1.9M	-$9.54M	1	0.25%	Reduced
344	Quadrature Capital London, United Kingdom	$1.86M	+$516K	2	0.06%	Increased
345	AGF Investments Inc Toronto, Ontario, Canada	$1.83M	$0	1	0.02%	Maintained
346	Davenport & Co Richmond, Virginia	$1.83M	+$1.79M	1	0.03%	New
347	SCA Secor Capital Advisors New York	$1.81M	+$1.02M	1	0.22%	Increased
348	Boston Partners Boston, Massachusetts	$1.8M	+$1.81M	1	0%	New
349	DTL Dynamic Technology Lab Singapore	$1.79M	+$266K	2	0.48%	Increased
350	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.79M	+$672K	1	0.44%	Increased