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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	GIM Grassi Investment Management Santa Clara, California	$2.16M	+$618K	1	0.38%	Increased
327	RHJA Rice Hall James & Associates San Diego, California	$2.14M	-$43K	1	0.12%	Reduced
328	CM Crestline Management Fort Worth, Texas	$2.14M	+$2.28M	1	0.62%	New
329	PP Patten & Patten Chattanooga, Tennessee	$2.12M	-$636K	2	0.28%	Reduced
330	CI Investments Inc Toronto, Ontario, Canada	$2.11M	+$349K	1	0.01%	Increased
331	MCM Marathon Capital Management Hunt Valley, Maryland	$2.11M	+$13.4K	1	0.97%	Increased
332	Tudor Investment Corp Stamford, Connecticut	$2.1M	+$216K	2	0.19%	Increased
333	WSCM Wellington Shields Capital Management New York	$2.09M	$0	1	0.4%	Maintained
334	Schonfeld Strategic Advisors New York	$2.09M	-$8.91M	6	0.13%	Reduced
335	Xact Kapitalforvaltning Stockholm, Sweden	$2.06M	$0	3	0.04%	Maintained
336	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.06M	-$1.05M	1	0.56%	Reduced
337	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.06M	+$248K	2	1.05%	Increased
338	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.06M	-$96.6K	2	0.98%	Reduced
339	CIC Chase Investment Counsel Charlottesville, Virginia	$2.03M	+$2.17M	1	1.37%	New
340	3C 361 Capital Denver, Colorado	$2.03M	+$2.14M	2	0.92%	New
341	Nisa Investment Advisors St. Louis, Missouri	$2.01M	+$503K	7	0.02%	Increased
342	Parallax Volatility Advisers San Francisco, California	$2.01M	-$209K	3	0%	Reduced
343	Shelton Capital Management Denver, Colorado	$1.98M	+$185K	3	0.14%	Increased
344	Brinker Capital Berwyn, Pennsylvania	$1.97M	-$91.8K	3	0.08%	Reduced
345	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.94M	+$663K	1	0.58%	Increased
346	Bridgeway Capital Management Houston, Texas	$1.86M	$0	2	0.04%	Maintained
347	PCM Portolan Capital Management Boston, Massachusetts	$1.86M	+$2.23M	1	0.28%	New
348	FP Foundry Partners Minneapolis, Minnesota	$1.85M	+$92.7K	1	0.1%	Increased
349	Wolverine Trading Chicago, Illinois	$1.85M	-$1.6M	4	0.01%	Reduced
350	SW SkyOak Wealth Southfield, Michigan	$1.84M	-$2.99M	1	0.94%	Reduced