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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	Guggenheim Capital Chicago, Illinois	$7.9M	-$24.8M	8	0.06%	Reduced
352	Hudson Bay Capital Management Stamford, Connecticut	$7.84M	$0	1	0.03%	Maintained
353	M&T Bank Buffalo, New York	$7.81M	-$185K	5	0.03%	Reduced
354	BCC Bridge City Capital Lake Oswego, Oregon	$7.81M	-$996K	1	2.08%	Reduced
355	Handelsbanken Fonder Stockholm, Sweden	$7.73M	+$785K	4	0.03%	Increased
356	RHJA Rice Hall James & Associates San Diego, California	$7.65M	-$1.39M	2	0.42%	Reduced
357	PNC Financial Services Group Pittsburgh, Pennsylvania	$7.63M	-$1.13M	10	0.01%	Reduced
358	PineBridge Investments New York	$7.61M	+$2.15M	2	0.06%	Increased
359	BC Belmont Capital Los Angeles, California	$7.58M	-$4M	1	1.23%	Reduced
360	GAAM Grand Alliance Asset Management Central, Hong Kong	$7.58M	+$8M	1	8.32%	New
361	SST S Squared Technology New York	$7.54M	-$13.4M	2	3.13%	Reduced
362	HCA Harbour Capital Advisors Tysons Corner, Virginia	$7.52M	+$523K	3	1.68%	Increased
363	Nishkama Capital LLC Dorado, Puerto Rico	$7.49M	+$1.67M	1	0.51%	Increased
364	Pictet Asset Management Carouge, Switzerland	$7.43M	+$663K	7	0.01%	Increased
365	PIM Peregrine Investment Management Toronto, Ontario, Canada	$7.25M	+$6.73M	1	4.21%	New
366	FSCM First Sabrepoint Capital Management Dallas, Texas	$7.23M	+$6.11M	1	1.94%	New
367	SCM SG Capital Management Chicago, Illinois	$7.22M	-$12.6M	1	0.7%	Reduced
368	KBC Group Brussels, Belgium	$7.17M	-$1.05M	5	0.02%	Reduced
369	VAM Valliance Asset Management Central, Hong Kong	$7.14M	+$5.68M	2	12.82%	New
370	PP PDT Partners New York	$7.14M	-$2.4M	2	0.63%	Reduced
371	RG Renaissance Group Covington, Kentucky	$7.13M	-$1.18M	1	0.3%	Reduced
372	TCM Teza Capital Management Chicago, Illinois	$7.1M	+$4.44M	3	1.08%	Increased
373	ZDA Zweig-DiMenna Associates New York	$7.05M	+$6.55M	1	0.53%	New
374	PCA Providence Capital Advisors Charlotte, North Carolina	$7.05M	-$82.8K	1	1.43%	Reduced
375	PFC Phocas Financial Corp Alameda, California	$6.98M	+$7.37M	1	0.93%	New