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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	KBC Group Brussels, Belgium	$5.16M	+$167K	5	0.02%	Increased
327	First Manhattan New York	$4.96M	-$190K	5	0.02%	Reduced
328	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$4.96M	+$4.54M	3	0.23%	New
329	Masters Capital Management Atlanta, Georgia	$4.95M	+$5.28M	1	0.18%	New
330	SWM Segment Wealth Management Houston, Texas	$4.94M	-$442K	1	0.38%	Reduced
331	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.89M	$0	4	0.18%	Maintained
332	Algert Global San Francisco, California	$4.78M	-$730K	2	0.19%	Reduced
333	LCM Legato Capital Management San Francisco, California	$4.72M	+$1.03M	4	0.57%	Increased
334	DTL Dynamic Technology Lab Singapore	$4.72M	+$2.38M	4	0.5%	Increased
335	Parallax Volatility Advisers San Francisco, California	$4.69M	+$4.24M	2	0.01%	New
336	LMR Partners London, United Kingdom	$4.69M	-$12.5M	2	0.05%	Reduced
337	US Bancorp Minneapolis, Minnesota	$4.65M	-$250K	8	0.01%	Reduced
338	Cerity Partners New York	$4.61M	+$3.13M	5	0.01%	Increased
339	Congress Asset Management Boston, Massachusetts	$4.6M	-$1.11M	2	0.03%	Reduced
340	Tidal Investments Milwaukee, Wisconsin	$4.52M	+$3.23M	4	0.07%	Increased
341	KTA Keeley-Teton Advisors Chicago, Illinois	$4.45M	+$153K	3	0.55%	Increased
342	SP Summit Partners Boston, Massachusetts	$4.35M	+$198K	1	0.24%	Increased
343	Trexquant Investment Stamford, Connecticut	$4.33M	-$5.1M	2	0.09%	Reduced
344	Caxton Associates (New York) New York	$4.32M	+$4.63M	3	0.24%	Increased
345	Walleye Trading New York	$4.29M	+$2.26M	3	0.01%	Increased
346	Sit Investment Associates Minneapolis, Minnesota	$4.21M	$0	2	0.1%	Maintained
347	Davenport & Co Richmond, Virginia	$4.16M	-$2.78M	1	0.03%	Reduced
348	PCM Prelude Capital Management New York	$4.12M	+$2.19M	3	0.22%	Increased
349	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.07M	+$95.3K	4	0.11%	Increased
350	N Numerai San Francisco, California	$4.05M	+$2.64M	2	1.75%	Increased