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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
351	Trexquant Investment Stamford, Connecticut	$2.02M	+$377K	3	0.26%	Increased
352	QIM Quantitative Investment Management Charlottesville, Virginia	$2.01M	-$8.63M	1	0.03%	Reduced
353	JIR James Investment Research Alpha, Ohio	$1.98M	+$1.94M	1	0.06%	New
354	PCM Piermont Capital Management St. Louis, Missouri	$1.97M	$0	1	0.47%	Maintained
355	RAM Riggs Asset Management Dallas, Pennsylvania	$1.95M	+$10.1K	1	0.98%	Increased
356	Algert Global San Francisco, California	$1.95M	+$145K	3	0.53%	Increased
357	PP Paloma Partners Greenwich, Connecticut	$1.93M	-$1.01M	3	0.02%	Reduced
358	AGF Investments Inc Toronto, Ontario, Canada	$1.91M	$0	1	0.02%	Maintained
359	CCM Century Capital Management Boston, Massachusetts	$1.86M	-$415K	1	0.3%	Reduced
360	Advisors Capital Management Ridgewood, New Jersey	$1.83M	+$1.9M	1	0.16%	New
361	CC Cipher Capital New York	$1.83M	-$3.58M	1	0.14%	Reduced
362	Harvest Fund Management Beijing, China	$1.8M	-$16.2M	1	0.33%	Reduced
363	Davenport & Co Richmond, Virginia	$1.79M	-$41.7K	1	0.03%	Reduced
364	DCM Dean Capital Management Overland Park, Kansas	$1.78M	+$251K	1	1.22%	Increased
365	STRS Ohio Columbus, Ohio	$1.78M	-$1.32M	3	0.01%	Reduced
366	Barings Charlotte, North Carolina	$1.77M	$0	2	0.04%	Maintained
367	Hancock Whitney Gulfport, Mississippi	$1.76M	+$107K	1	0.07%	Increased
368	Global X Management Company New York	$1.73M	+$17.9K	1	0.06%	Increased
369	Engineers Gate Manager New York	$1.66M	-$3.99M	2	0.16%	Reduced
370	ProShare Advisors Bethesda, Maryland	$1.64M	-$637K	4	0.02%	Reduced
371	Advisors Asset Management Monument, Colorado	$1.62M	+$792K	3	0.03%	Increased
372	BCM Bayesian Capital Management Brooklyn, New York	$1.61M	+$188K	4	0.77%	Increased
373	Winton Group London, United Kingdom	$1.59M	+$458K	2	0.04%	Increased
374	PAM Paradigm Asset Management New York	$1.59M	+$763K	3	0.3%	Increased
375	Ladenburg Thalmann Financial Services Miami, Florida	$1.58M	+$185K	9	0.02%	Increased