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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	EGI EAM Global Investors Solana Beach, California	$3.69M	+$2.53M	1	1.08%	New
327	Boothbay Fund Management New York	$3.62M	+$1.84M	3	0.08%	Increased
328	Graham Capital Management Rowayton, Connecticut	$3.6M	+$1.26M	3	0.1%	Increased
329	HW Hedeker Wealth Lincolnshire, Illinois	$3.6M	+$63.1K	1	1.2%	Increased
330	Trexquant Investment Stamford, Connecticut	$3.55M	+$878K	4	0.09%	Increased
331	FP Foundry Partners Minneapolis, Minnesota	$3.43M	+$646K	1	0.21%	Increased
332	KBC Group Brussels, Belgium	$3.39M	-$13.6K	3	0.01%	Reduced
333	Davenport & Co Richmond, Virginia	$3.34M	-$1.07M	1	0.02%	Reduced
334	OCMH Oxbow Capital Management (HK) Hong Kong	$3.31M	+$2.41M	1	2.65%	New
335	OC Optimas Capital Central, Hong Kong	$3.28M	+$2.39M	1	3.79%	New
336	Quantbot Technologies New York	$3.27M	-$1.56M	3	0.21%	Reduced
337	2C 272 Capital Dallas, Texas	$3.24M	+$3.05M	1	1.19%	New
338	Old Mission Capital Chicago, Illinois	$3.22M	+$2.7M	1	0.07%	Increased
339	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.19M	+$17.8K	1	0.53%	Increased
340	Wolverine Trading Chicago, Illinois	$3.18M	+$1.09M	5	0%	Increased
341	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.16M	+$335K	2	0.01%	Increased
342	HIM Herald Investment Management London, United Kingdom	$3.16M	$0	1	0.61%	Maintained
343	State of Alaska Department of Revenue Juneau, Alaska	$3.06M	-$260K	5	0.04%	Reduced
344	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.03M	+$144K	1	0.41%	Increased
345	CFM Capricorn Fund Managers London, United Kingdom	$3M	+$146K	1	1.08%	Increased
346	Public Employees Retirement Association of Colorado Denver, Colorado	$3M	-$24K	6	0.01%	Reduced
347	Leonteq Securities AG Zurich, Switzerland	$2.98M	+$15.3K	5	0.15%	Increased
348	CUAMC China Universal Asset Management Company Shanghai, China	$2.96M	+$2.21M	3	0.91%	New
349	Gotham Asset Management New York	$2.96M	-$1.62M	2	0.06%	Reduced
350	FHB First Hawaiian Bank Honolulu, Hawaii	$2.96M	-$495K	3	0.1%	Reduced