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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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$3.98M	+$2.26M	1	1.19%	Increased
327	CM Crestline Management Fort Worth, Texas	$3.89M	+$641K	1	0.53%	Increased
328	Bridgewater Associates Westport, Connecticut	$3.87M	+$4.67M	1	0.02%	New
329	Capital Fund Management (CFM) Paris, France	$3.78M	-$8.83M	2	0.03%	Reduced
330	BC Breakline Capital New York	$3.76M	+$4.47M	1	4.53%	New
331	MAM Mastrapasqua Asset Management Nashville, Tennessee	$3.75M	+$71.8K	1	0.54%	Increased
332	Discovery Capital Management South Norwalk, Connecticut	$3.64M	+$4.4M	1	0.54%	New
333	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$3.63M	+$3.71M	4	0.83%	Increased
334	State of Alaska Department of Revenue Juneau, Alaska	$3.54M	+$693K	5	0.05%	Increased
335	CI Investments Inc Toronto, Ontario, Canada	$3.54M	-$22.8K	4	0.02%	Reduced
336	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.48M	+$1.26M	4	0.11%	Increased
337	VI Versor Investments New York	$3.47M	-$17M	2	0.21%	Reduced
338	Prudential Financial Newark, New Jersey	$3.32M	-$1.08M	6	0.01%	Reduced
339	ACM AlphaCrest Capital Management New York	$3.3M	+$1.7M	3	0.2%	Increased
340	Kovitz Investment Group Partners Chicago, Illinois	$3.26M	-$352K	1	0.08%	Reduced
341	TCM Tieton Capital Management Yakima, Washington	$3.25M	-$20.3K	1	2.29%	Reduced
342	Empirical Wealth Management Seattle, Washington	$3.23M	+$1.04M	2	0.17%	Increased
343	FP Foundry Partners Minneapolis, Minnesota	$3.19M	+$91.1K	1	0.2%	Increased
344	Walleye Capital New York	$3.15M	+$16K	2	0.06%	Increased
345	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.11M	+$2.9M	2	0.02%	Increased
346	Oppenheimer & Co New York	$3.11M	+$155K	3	0.07%	Increased
347	FHB First Hawaiian Bank Honolulu, Hawaii	$3.08M	-$584K	2	0.12%	Reduced
348	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.07M	+$3.64M	1	0.58%	New
349	Cambridge Investment Research Advisors Fairfield, Iowa	$3.04M	-$200K	5	0.02%	Reduced
350	MML Investors Services Springfield, Massachusetts	$3M	+$170K	3	0.02%	Increased