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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
376	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.03M	-$2.15M	3	0.01%	Reduced
377	Algert Global San Francisco, California	$1.03M	-$808K	2	0.42%	Reduced
378	SEC Seven Eight Capital New York	$1.02M	+$293K	2	0.35%	Increased
379	First Manhattan New York	$1.01M	-$33.1K	3	0.01%	Reduced
380	VCM Voce Capital Management San Francisco, California	$973K	+$362K	1	1.13%	Increased
381	CCM Cadence Capital Management Boston, Massachusetts	$967K	+$253K	1	0.07%	Increased
382	EEG E.E. Geduld	$961K	+$305K	3	1.26%	Increased
383	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$960K	-$301K	1	0.05%	Reduced
384	Asset Management One Tokyo, Japan	$958K	-$848K	2	0.01%	Reduced
385	FMT First Mercantile Trust Cordova, Tennessee	$953K	-$796K	2	0.12%	Reduced
386	HIM Herald Investment Management London, United Kingdom	$953K	+$1.09M	1	0.4%	New
387	MC Menta Capital San Francisco, California	$945K	+$767K	2	0.13%	Increased
388	KRC Kingdom Ridge Capital White Plains, New York	$938K	-$453K	1	0.46%	Reduced
389	Quadrature Capital London, United Kingdom	$936K	+$576K	1	0.07%	Increased
390	CG Cutler Group San Francisco, California	$913K	-$31.1K	5	0.05%	Reduced
391	Nisa Investment Advisors St. Louis, Missouri	$906K	$0	4	0.01%	Maintained
392	Bessemer Group Woodbridge, New Jersey	$902K	+$151K	3	0%	Increased
393	Verition Fund Management Greenwich, Connecticut	$895K	-$1.43M	2	0.11%	Reduced
394	BHB Bank Hapoalim BM Tel Aviv, Israel	$866K	-$84.1K	1	0.2%	Reduced
395	Suntrust Banks Atlanta, Georgia	$866K	+$336K	2	0.01%	Increased
396	BCM Bayesian Capital Management Brooklyn, New York	$851K	+$629K	1	0.51%	Increased
397	EIM Essex Investment Management Boston, Massachusetts	$851K	-$1.13M	1	0.14%	Reduced
398	Boothbay Fund Management New York	$845K	-$24.1K	3	0.33%	Reduced
399	Martingale Asset Management Boston, Massachusetts	$843K	-$119K	1	0.01%	Reduced
400	NVIM New Vernon Investment Management Highland Park, Illinois	$834K	-$143K	1	0.73%	Reduced