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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	GCP GSA Capital Partners London, United Kingdom	$6.41M	+$741K	7	0.48%	Increased
327	Creative Planning Overland Park, Kansas	$6.21M	+$1.57M	9	0.01%	Increased
328	Simplex Trading Chicago, Illinois	$6.17M	-$4.07M	6	0%	Reduced
329	Prudential Financial Newark, New Jersey	$6.15M	-$1.36M	7	0.01%	Reduced
330	PP PDT Partners New York	$6.15M	-$1.86M	2	0.54%	Reduced
331	MAM Melqart Asset Management London, United Kingdom	$6.14M	-$1.71M	1	0.56%	Reduced
332	Picton Mahoney Asset Management Toronto, Ontario, Canada	$6.08M	+$5.56M	2	0.2%	New
333	E. Ohman J:or Asset Management Stockholm, Sweden	$5.99M	+$1.84M	1	0.15%	Increased
334	First Manhattan New York	$5.97M	-$23.1K	3	0.02%	Reduced
335	Davenport & Co Richmond, Virginia	$5.89M	-$60.9K	1	0.03%	Reduced
336	KA Kovack Advisors Ft. Lauderdale, Florida	$5.84M	-$2.43M	4	0.62%	Reduced
337	JSC Jackson Square Capital San Francisco, California	$5.83M	+$785K	1	1.45%	Increased
338	TCM Tieton Capital Management Yakima, Washington	$5.75M	-$30.5K	2	2.98%	Reduced
339	HCA Harbor Capital Advisors Chicago, Illinois	$5.69M	-$5.42M	6	0.25%	Reduced
340	Sit Investment Associates Minneapolis, Minnesota	$5.65M	$0	2	0.13%	Maintained
341	SAM Sycomore Asset Management Paris, France	$5.65M	+$4.57M	1	0.94%	New
342	AGAM Avalon Global Asset Management San Francisco, California	$5.64M	-$524K	1	0.85%	Reduced
343	Congress Wealth Management Boston, Massachusetts	$5.59M	+$1.6M	1	0.07%	Increased
344	AI Atom Investors Austin, Texas	$5.58M	+$3.37M	3	0.58%	Increased
345	Marshall Wace London, United Kingdom	$5.54M	-$14.5M	6	0.01%	Reduced
346	XTX Topco George Town, Cayman Islands	$5.52M	+$1.58M	7	0.4%	Increased
347	HPCM Hunter Perkins Capital Management Lombard, Illinois	$5.47M	-$4.62M	1	1.11%	Reduced
348	Teacher Retirement System of Texas Austin, Texas	$5.42M	+$2.57M	3	0.03%	Increased
349	HCA Harbour Capital Advisors Tysons Corner, Virginia	$5.35M	+$394K	3	1.23%	Increased
350	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.35M	+$260K	3	0.02%	Increased