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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	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.5M	+$626K	2	0.93%	Increased
327	BDS Banco de Sabadell Miami, Florida	$4.45M	+$160K	1	0.46%	Increased
328	FCA FinTrust Capital Advisors Greenville, South Carolina	$4.43M	+$668K	3	1.28%	Increased
329	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.4M	+$4.4M	3	0.16%	Increased
330	Moore Capital Management New York	$4.33M	+$1.14M	1	0.05%	Increased
331	HRT Financial New York	$4.28M	+$1.71M	4	0.04%	Increased
332	MAM Marketfield Asset Management New York	$4.26M	-$150K	1	2.87%	Reduced
333	HSBC Holdings London, United Kingdom	$4.22M	-$807K	6	0.01%	Reduced
334	State of Alaska Department of Revenue Juneau, Alaska	$4.22M	-$192K	5	0.05%	Reduced
335	Tower Research Capital (TRC) New York	$4.2M	+$434K	10	0.07%	Increased
336	BCM Bluefin Capital Management New York	$4.18M	+$4.05M	2	0.2%	Increased
337	CAM Connacht Asset Management New York	$4.18M	+$1.21M	3	0.92%	Increased
338	Point72 Asset Management Stamford, Connecticut	$4.18M	-$25.4M	1	0.02%	Reduced
339	TCM Tieton Capital Management Yakima, Washington	$4.16M	-$78.9K	1	2.4%	Reduced
340	ARM Adirondack Research & Management Guilderland, New York	$4.13M	-$211K	3	4.89%	Reduced
341	IAS IMA Advisory Services Denver, Colorado	$4.11M	+$799K	1	1.01%	Increased
342	Madison Asset Management Madison, Wisconsin	$4.1M	+$565K	1	0.06%	Increased
343	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.08M	+$2.63M	1	0.03%	Increased
344	Crossmark Global Holdings Houston, Texas	$4.08M	-$35.5K	4	0.1%	Reduced
345	Public Employees Retirement Association of Colorado Denver, Colorado	$4.07M	$0	6	0.02%	Maintained
346	ZDA Zweig-DiMenna Associates New York	$4.06M	-$5.27M	1	0.28%	Reduced
347	QS Investors New York	$4.04M	+$705K	4	0.05%	Increased
348	Nisa Investment Advisors St. Louis, Missouri	$3.98M	$0	7	0.03%	Maintained
349	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.98M	-$69K	1	2.26%	Reduced
350	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.92M	$0	3	0.16%	Maintained