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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	MCM Maytus Capital Management New York	$4.88M	+$1.05M	1	1.34%	Increased
327	Lido Advisors Los Angeles, California	$4.75M	+$77K	1	0.06%	Increased
328	BCM Beryl Capital Management Redondo Beach, California	$4.7M	+$4.56M	1	0.49%	New
329	Capital Markets Trading (UK) London, United Kingdom	$4.66M	-$1.24M	1	0.1%	Reduced
330	State of Michigan Retirement System Lansing, Michigan	$4.62M	+$2.38K	3	0.03%	Increased
331	Prudential Financial Newark, New Jersey	$4.61M	-$2.79M	6	0.01%	Reduced
332	PHS Pekin Hardy Strauss Chicago, Illinois	$4.58M	+$1.67M	2	0.65%	Increased
333	Crossmark Global Holdings Houston, Texas	$4.55M	-$472K	4	0.12%	Reduced
334	HIM Herald Investment Management London, United Kingdom	$4.54M	+$370K	2	1.05%	Increased
335	PCA Providence Capital Advisors Charlotte, North Carolina	$4.45M	+$803K	1	1.29%	Increased
336	PEAK6 Investments Chicago, Illinois	$4.34M	+$173K	4	0.02%	Increased
337	HJIM Henry James International Management New York	$4.32M	+$646K	1	2.17%	Increased
338	AC Athos Capital Hong Kong	$4.29M	+$4.17M	1	1.62%	New
339	Kovitz Investment Group Partners Chicago, Illinois	$4.11M	+$28.5K	1	0.09%	Increased
340	FHB First Hawaiian Bank Honolulu, Hawaii	$4.11M	+$170K	3	0.15%	Increased
341	DCP Distillate Capital Partners Chicago, Illinois	$4.1M	+$248K	1	0.59%	Increased
342	BCM BCK Capital Management Stamford, Connecticut	$4.09M	$0	1	3.17%	Maintained
343	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$4.04M	+$3.3M	1	1%	Increased
344	Walleye Capital New York	$4.03M	+$3.46M	2	0.11%	Increased
345	VCM Valiant Capital Management San Francisco, California	$3.92M	+$5.21M	1	0.39%	New
346	Cambridge Investment Research Advisors Fairfield, Iowa	$3.88M	-$382K	5	0.02%	Reduced
347	CI Investments Inc Toronto, Ontario, Canada	$3.84M	-$146K	4	0.02%	Reduced
348	Great Lakes Advisors Chicago, Illinois	$3.79M	-$97.7K	1	0.07%	Reduced
349	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.69M	+$420K	3	0.02%	Increased
350	GCIA Gabelli & Co Investment Advisers Rye, New York	$3.67M	+$760K	2	0.47%	Increased