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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	Nomura Holdings Tokyo, Japan	$2.56M	+$990K	3	0.01%	Increased
327	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$2.52M	-$3.63M	1	0.06%	Reduced
328	GL GLG LLC New York	$2.5M	+$2.68M	1	0.16%	New
329	HH HWG Holdings Houston, Texas	$2.5M	+$2.5M	1	1.97%	Increased
330	CMG Cavalry Management Group San Francisco, California	$2.49M	-$130K	1	0.63%	Reduced
331	Catalyst Capital Advisors Huntington, New York	$2.46M	+$76.9K	3	0.11%	Increased
332	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.41M	+$2.22M	1	0.16%	New
333	BB&T Securities Richmond, Virginia	$2.38M	-$244K	1	0.03%	Reduced
334	Granahan Investment Management Waltham, Massachusetts	$2.31M	+$74.7K	1	0.19%	Increased
335	WAM World Asset Management Detroit, Michigan	$2.27M	-$207K	2	0.08%	Reduced
336	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.27M	+$2.26M	2	0.26%	New
337	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.27M	$0	1	0.61%	Maintained
338	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.25M	+$204K	2	0.3%	Increased
339	RHJA Rice Hall James & Associates San Diego, California	$2.25M	-$104K	1	0.1%	Reduced
340	WBC Westpac Banking Corp Sydney, Australia	$2.24M	+$2.43M	2	0.05%	New
341	Fifth Third Bancorp Cincinnati, Ohio	$2.23M	-$132K	6	0.02%	Reduced
342	RIM Rainier Investment Management Seattle, Washington	$2.23M	-$325K	1	0.52%	Reduced
343	M&T Bank Buffalo, New York	$2.19M	+$678K	1	0.01%	Increased
344	DCM Dean Capital Management Overland Park, Kansas	$2.15M	-$670K	1	1.01%	Reduced
345	Global X Management Company New York	$2.15M	+$119K	1	0.06%	Increased
346	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.15M	+$1.42M	2	0.03%	Increased
347	Dana Investment Advisors Waukesha, Wisconsin	$2.14M	+$33.8K	1	0.1%	Increased
348	PCM Prelude Capital Management New York	$2.14M	-$1.8M	5	0.19%	Reduced
349	Ameritas Investment Partners Lincoln, Nebraska	$2.13M	$0	8	0.1%	Maintained
350	PP Paloma Partners Greenwich, Connecticut	$2.11M	-$1.54M	4	0.03%	Reduced