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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	STRS Ohio Columbus, Ohio	$2.96M	+$1.15M	5	0.01%	Increased
327	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.95M	-$682K	2	2.6%	Reduced
328	ARM Adirondack Research & Management Guilderland, New York	$2.87M	+$1.48M	2	1.12%	Increased
329	Two Sigma Investments New York	$2.81M	-$28.8M	3	0.01%	Reduced
330	OTC Opera Trading Capital Paris, France	$2.77M	+$2.7M	1	0.48%	New
331	CAM Cubic Asset Management Boston, Massachusetts	$2.73M	+$2.57M	1	0.8%	New
332	Advisors Asset Management Monument, Colorado	$2.69M	+$836K	3	0.05%	Increased
333	Granahan Investment Management Waltham, Massachusetts	$2.69M	+$1.92M	1	0.25%	Increased
334	Profund Advisors Bethesda, Maryland	$2.69M	-$413K	4	0.12%	Reduced
335	RHJA Rice Hall James & Associates San Diego, California	$2.67M	-$18.2K	1	0.12%	Reduced
336	US Bancorp Minneapolis, Minnesota	$2.66M	-$209K	9	0.01%	Reduced
337	CGM Capital Growth Management Boston, Massachusetts	$2.66M	+$175K	1	0.12%	Increased
338	RIM Rainier Investment Management Seattle, Washington	$2.66M	-$2.63M	1	0.53%	Reduced
339	AMG National Trust Bank Greenwood Village, Colorado	$2.65M	+$126K	1	0.19%	Increased
340	HHC Hutchin Hill Capital New York	$2.63M	-$5.81M	1	0.09%	Reduced
341	FIM Freedom Investment Management Hartford, Connecticut	$2.61M	+$1.35M	4	0.15%	Increased
342	Kornitzer Capital Management Shawnee Mission, Kansas	$2.58M	+$2.43M	1	0.05%	New
343	WAM World Asset Management Detroit, Michigan	$2.55M	+$84.6K	3	0.09%	Increased
344	CC Cipher Capital New York	$2.55M	+$587K	1	0.2%	Increased
345	Davenport & Co Richmond, Virginia	$2.51M	+$213K	1	0.03%	Increased
346	PM Precept Management Dallas, Texas	$2.5M	+$2.4M	1	1.53%	New
347	DCM Dean Capital Management Overland Park, Kansas	$2.48M	+$683K	1	1.19%	Increased
348	Catalyst Capital Advisors Huntington, New York	$2.44M	+$1.6M	3	0.1%	Increased
349	MCC Malaga Cove Capital Pv Estates, California	$2.41M	+$866K	1	1.44%	Increased
350	Dana Investment Advisors Waukesha, Wisconsin	$2.4M	+$12.3K	1	0.11%	Increased