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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	MCM Marathon Capital Management Hunt Valley, Maryland	$3.02M	+$26K	1	1.16%	Increased
352	Amalgamated Bank New York	$3.02M	-$727K	5	0.14%	Reduced
353	Handelsbanken Fonder Stockholm, Sweden	$3.02M	+$2.79M	3	0.03%	New
354	Capital Fund Management (CFM) Paris, France	$3M	-$1.58M	3	0.05%	Reduced
355	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.99M	+$1.58M	2	0.37%	Increased
356	Empyrean Capital Partners Los Angeles, California	$2.96M	+$2.74M	1	0.18%	New
357	Burney Company Reston, Virginia	$2.94M	+$2.7M	1	0.19%	New
358	SCM Stanley Capital Management Houston, Texas	$2.91M	-$297K	1	2.07%	Reduced
359	Nisa Investment Advisors St. Louis, Missouri	$2.91M	-$23.7K	7	0.03%	Reduced
360	IA Icon Advisers Greenwood Village, Colorado	$2.89M	$0	1	0.57%	Maintained
361	IAS IMA Advisory Services Denver, Colorado	$2.88M	-$15.7K	1	1.04%	Reduced
362	RHJA Rice Hall James & Associates San Diego, California	$2.86M	-$48.5K	1	0.12%	Reduced
363	Winton Group London, United Kingdom	$2.85M	-$906K	2	0.07%	Reduced
364	BPM Bronson Point Management Fairfield, Connecticut	$2.85M	+$78.5K	1	2.16%	Increased
365	SM SG3 Management Dorado, Puerto Rico	$2.85M	+$2.67M	1	0.2%	New
366	WSCM Wellington Shields Capital Management New York	$2.85M	$0	1	0.46%	Maintained
367	ProShare Advisors Bethesda, Maryland	$2.85M	+$772K	5	0.02%	Increased
368	ZDA Zweig-DiMenna Associates New York	$2.84M	+$2.63M	1	0.3%	New
369	Bahl & Gaynor Cincinnati, Ohio	$2.79M	-$8.48K	2	0.02%	Reduced
370	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$2.75M	+$1.86M	1	0.74%	New
371	SW SkyOak Wealth Southfield, Michigan	$2.73M	+$205K	2	1.01%	Increased
372	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.71M	-$232K	1	2.77%	Reduced
373	Advisors Asset Management Monument, Colorado	$2.68M	+$180K	4	0.05%	Increased
374	FCA FinTrust Capital Advisors Greenville, South Carolina	$2.65M	-$2.23M	2	1.05%	Reduced
375	3C 361 Capital Denver, Colorado	$2.65M	+$155K	4	1.24%	Increased