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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	William Blair & Company Chicago, Illinois	$2.32M	+$1.26M	2	0.02%	Increased
327	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$2.28M	-$4.33M	1	0.9%	Reduced
328	CG Cutler Group San Francisco, California	$2.26M	-$610K	8	0.09%	Reduced
329	OMERS Administration Corp Toronto, Ontario, Canada	$2.26M	-$1.19M	3	0.03%	Reduced
330	Dana Investment Advisors Waukesha, Wisconsin	$2.25M	+$28.2K	1	0.1%	Increased
331	CGM Capital Growth Management Boston, Massachusetts	$2.25M	+$1.58M	1	0.1%	New
332	FSCM Front Street Capital Management Missoula, Montana	$2.24M	+$72K	1	0.89%	Increased
333	QS Investors New York	$2.23M	-$532K	4	0.02%	Reduced
334	AMG National Trust Bank Greenwood Village, Colorado	$2.22M	+$2.06M	1	0.17%	New
335	CCMH Cornerstone Capital Management Holdings New York	$2.22M	-$320K	2	0.02%	Reduced
336	KAM Kavi Asset Management New York	$2.21M	+$1.83M	1	1.54%	New
337	Fifth Third Bancorp Cincinnati, Ohio	$2.2M	+$1.08M	5	0.02%	Increased
338	Squarepoint New York	$2.2M	-$2.21M	6	0.06%	Reduced
339	CC Colrain Capital Boston, Massachusetts	$2.19M	-$2.4M	1	0.66%	Reduced
340	WAM World Asset Management Detroit, Michigan	$2.18M	+$36.3K	2	0.07%	Increased
341	Envestnet Asset Management Chicago, Illinois	$2.17M	+$761K	7	0.01%	Increased
342	VCM Voce Capital Management San Francisco, California	$2.17M	-$711K	1	2.19%	Reduced
343	TC Tairen Capital Hong Kong	$2.16M	+$1.79M	1	0.51%	New
344	Ameritas Investment Partners Lincoln, Nebraska	$2.13M	+$677K	8	0.11%	Increased
345	AB AT Bancorp Dubuque, Iowa	$2.12M	+$527K	1	0.27%	Increased
346	Quadrature Capital London, United Kingdom	$2.09M	-$402K	3	0.15%	Reduced
347	ACB Aristotle Capital Boston Boston, Massachusetts	$2.09M	+$28.9K	1	0.28%	Increased
348	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.08M	-$4.45M	1	0.46%	Reduced
349	CG Clinton Group New York	$2.04M	+$2.12M	1	0.12%	New
350	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.03M	+$14.5K	1	0.47%	Increased