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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	GJL Gendell Jeffrey L	$1.84M	+$1.14M	1	0.56%	Increased
352	Putnam Investments Boston, Massachusetts	$1.83M	+$1.96M	1	0%	New
353	PCM Prelude Capital Management New York	$1.83M	+$163K	5	0.12%	Increased
354	Oppenheimer Asset Management New York	$1.79M	+$1.38M	3	0.04%	Increased
355	WCM Weld Capital Management New York	$1.78M	-$996K	4	0.91%	Reduced
356	IFG Investors Financial Group Plymouth, Minnesota	$1.77M	+$498K	1	1.79%	Increased
357	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.76M	+$11.4K	1	0.97%	Increased
358	IA Icon Advisers Greenwood Village, Colorado	$1.74M	$0	1	0.38%	Maintained
359	IFP Advisors Tampa, Florida	$1.74M	+$1.87M	4	0.18%	Increased
360	MHP Manatuck Hill Partners Westport, Connecticut	$1.74M	-$1.34M	1	1.6%	Reduced
361	GGHC Gilder Gagnon Howe & Co New York	$1.74M	+$40.3K	3	0.02%	Increased
362	LG LaFleur & Godfrey Grand Rapids, Michigan	$1.73M	+$421K	1	0.52%	Increased
363	CCPM Cooper Creek Partners Management New York	$1.71M	+$1.75M	1	0.54%	New
364	Bahl & Gaynor Cincinnati, Ohio	$1.7M	-$15.5K	2	0.01%	Reduced
365	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.69M	-$360K	4	0.39%	Reduced
366	Advisors Asset Management Monument, Colorado	$1.69M	-$205K	4	0.04%	Reduced
367	Vanguard Personalized Indexing Management Oakland, California	$1.61M	+$1.67M	2	0.94%	New
368	HT HAP Trading New York	$1.55M	-$262K	3	0.1%	Reduced
369	PP Paloma Partners Greenwich, Connecticut	$1.54M	-$2.4M	4	0.09%	Reduced
370	Simplex Trading Chicago, Illinois	$1.54M	-$629K	4	0%	Reduced
371	ProShare Advisors Bethesda, Maryland	$1.53M	-$1.7M	4	0.01%	Reduced
372	NERM New England Research & Management Chicago, Illinois	$1.53M	+$366K	2	1.31%	Increased
373	KeyBank National Association Cleveland, Ohio	$1.52M	+$1.24M	3	0.01%	Increased
374	AWCI Alpine Woods Capital Investors Purchase, New York	$1.47M	$0	1	0.33%	Maintained
375	SAM Securian Asset Management St Paul, Minnesota	$1.47M	$0	3	0.04%	Maintained