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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	GHCM Glen Harbor Capital Management San Diego, California	$2.26M	+$410K	5	0.05%	Increased
327	AWCI Alpine Woods Capital Investors Purchase, New York	$2.26M	+$120K	2	0.46%	Increased
328	Simplex Trading Chicago, Illinois	$2.25M	+$1.48M	5	0.01%	Increased
329	OMC Overbrook Management Corp New York	$2.23M	-$19.2M	1	0.42%	Reduced
330	JIR James Investment Research Alpha, Ohio	$2.23M	+$2.23M	1	0.09%	New
331	Marshall Wace London, United Kingdom	$2.21M	+$2.47M	2	0.02%	New
332	WCA Westover Capital Advisors Wilmington, Delaware	$2.2M	+$2.19M	1	1.11%	New
333	TAM Taylor Asset Management Toronto, Ontario, Canada	$2.19M	+$3.49M	1	1%	New
334	US Bancorp Minneapolis, Minnesota	$2.18M	+$88K	7	0.01%	Increased
335	Private Advisor Group Morristown, New Jersey	$2.15M	+$350K	3	0.04%	Increased
336	EMG ETF Managers Group Summit, New Jersey	$2.15M	-$128K	2	0.08%	Reduced
337	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.13M	+$1.35M	3	0.75%	Increased
338	WC Wexford Capital West Palm Beach, Florida	$2.13M	-$3.02M	1	0.14%	Reduced
339	MF MHI Funds Woodstock, New York	$2.09M	+$1.53K	1	1.76%	Increased
340	Oppenheimer & Co New York	$2.08M	+$110K	2	0.05%	Increased
341	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.07M	+$1.2M	3	0.02%	Increased
342	BB&T Securities Richmond, Virginia	$2.06M	+$5.92K	2	0.02%	Increased
343	Man Group London, United Kingdom	$1.97M	+$13.3K	4	0.01%	Increased
344	Nisa Investment Advisors St. Louis, Missouri	$1.96M	-$4.78K	7	0.02%	Reduced
345	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.93M	$0	2	0.07%	Maintained
346	Highbridge Capital Management New York	$1.92M	+$1.61M	1	0.05%	Increased
347	NA Navellier & Associates Reno, Nevada	$1.92M	-$209K	1	0.25%	Reduced
348	TCM Trafelet Capital Management New York	$1.91M	+$3.03M	1	1.52%	New
349	SA Springowl Associates New York	$1.88M	+$775K	2	1.53%	Increased
350	SWM Segment Wealth Management Houston, Texas	$1.87M	$0	1	0.41%	Maintained