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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	LM Litespeed Management New York	$1.63M	+$1.81M	1	1.58%	New
352	Advisor Group Phoenix, Arizona	$1.57M	-$122K	8	0.02%	Reduced
353	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.54M	-$106K	1	0.33%	Reduced
354	WAM World Asset Management Detroit, Michigan	$1.54M	-$290K	1	0.05%	Reduced
355	GHCM Glen Harbor Capital Management San Diego, California	$1.51M	+$284K	5	0.03%	Increased
356	Hotchkis & Wiley Capital Management Los Angeles, California	$1.51M	+$1.66M	2	0.01%	New
357	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.5M	+$291K	6	0.03%	Increased
358	AB AT Bancorp Dubuque, Iowa	$1.49M	-$123K	1	0.16%	Reduced
359	Creative Planning Overland Park, Kansas	$1.47M	-$484K	4	0.01%	Reduced
360	KeyBank National Association Cleveland, Ohio	$1.45M	+$170K	2	0.01%	Increased
361	GH GAM Holding Zurich, Switzerland	$1.45M	$0	1	0.04%	Maintained
362	State of Alaska Department of Revenue Juneau, Alaska	$1.45M	+$7.53K	4	0.03%	Increased
363	SST S Squared Technology New York	$1.44M	+$1.65M	1	1.31%	New
364	Engineers Gate Manager New York	$1.44M	-$2.48M	1	0.1%	Reduced
365	GCC Game Creek Capital Boston, Massachusetts	$1.43M	+$1.64M	1	0.4%	New
366	HS HighVista Strategies Boston, Massachusetts	$1.43M	-$1.3M	1	0.4%	Reduced
367	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.42M	-$10.4M	1	0.01%	Reduced
368	RIL Rothschild Investment LLC Chicago, Illinois	$1.42M	+$1.62M	1	0.15%	New
369	Amalgamated Bank New York	$1.41M	-$128K	4	0.04%	Reduced
370	OCMI Oaktop Capital Management II Chatham, New Jersey	$1.4M	+$1.55M	1	0.28%	New
371	Capital Markets Trading (UK) London, United Kingdom	$1.36M	+$1.5M	1	0.06%	New
372	ETrade Capital Management Arlington, Virginia	$1.36M	+$363K	1	0.04%	Increased
373	ALPS Advisors Denver, Colorado	$1.34M	-$3.47K	4	0.01%	Reduced
374	VCM Voce Capital Management San Francisco, California	$1.34M	-$166K	1	2.16%	Reduced
375	KBC Group Brussels, Belgium	$1.33M	+$382K	1	0.01%	Increased