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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	Advisors Asset Management Monument, Colorado	$2.18M	+$205K	4	0.04%	Increased
352	AAP Ardsley Advisory Partners Stamford, Connecticut	$2.14M	+$327K	1	0.34%	Increased
353	RC Roubaix Capital Denver, Colorado	$2.12M	+$2.01M	1	2.04%	New
354	HT HAP Trading New York	$2.12M	+$1.3M	2	0.12%	Increased
355	CI Investments Inc Toronto, Ontario, Canada	$2.12M	+$1.95M	2	0.01%	New
356	EGI EAM Global Investors Solana Beach, California	$2.1M	+$1.63M	1	0.84%	New
357	FP Foundry Partners Minneapolis, Minnesota	$2.1M	+$65.3K	1	0.08%	Increased
358	Shelton Capital Management Denver, Colorado	$2.09M	-$1.12M	3	0.12%	Reduced
359	AA AlphaMark Advisors Ft. Wright, Kentucky	$2.09M	-$70.3K	1	0.87%	Reduced
360	Tudor Investment Corp Stamford, Connecticut	$2.09M	-$2.62M	4	0.09%	Reduced
361	IA Icon Advisers Greenwood Village, Colorado	$2.06M	$0	1	0.29%	Maintained
362	Quantbot Technologies New York	$2.05M	+$793K	3	0.2%	Increased
363	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.04M	+$1.68M	1	2.22%	New
364	Bahl & Gaynor Cincinnati, Ohio	$2.02M	+$158K	2	0.01%	Increased
365	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2M	+$289K	2	0.77%	Increased
366	GGHC Gilder Gagnon Howe & Co New York	$1.98M	-$157K	3	0.02%	Reduced
367	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.95M	-$226K	1	0.02%	Reduced
368	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$1.91M	+$134K	8	0.04%	Increased
369	NG NWK Group San Francisco, California	$1.89M	+$1.69M	1	1.56%	New
370	Walleye Capital New York	$1.85M	+$1.43M	4	0.12%	Increased
371	PCM Princeton Capital Management Red Bank, New Jersey	$1.84M	-$62.1K	3	0.82%	Reduced
372	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.83M	$0	3	0.76%	Maintained
373	PCM Prelude Capital Management New York	$1.81M	-$4.61M	6	0.07%	Reduced
374	DnB Asset Management Oslo, Norway	$1.8M	-$17.4M	1	0.02%	Reduced
375	PC PA Capital Richmond, Virginia	$1.79M	-$785K	2	1.59%	Reduced