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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	VCM Voce Capital Management San Francisco, California	$1.65M	$0	1	2.19%	Maintained
377	Boothbay Fund Management New York	$1.64M	+$1.04M	4	0.27%	Increased
378	BRF B. Riley Financial Los Angeles, California	$1.62M	+$59.8K	2	0.44%	Increased
379	SCM Stevens Capital Management Radnor, Pennsylvania	$1.61M	-$3.25M	1	0.06%	Reduced
380	KeyBank National Association Cleveland, Ohio	$1.61M	-$19.9K	1	0.01%	Reduced
381	Amalgamated Bank New York	$1.61M	-$30.4K	5	0.05%	Reduced
382	ALPS Advisors Denver, Colorado	$1.6M	+$326K	4	0.01%	Increased
383	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.6M	+$636K	4	0.35%	Increased
384	TD Asset Management Toronto, Ontario, Canada	$1.59M	+$36.2K	3	0%	Increased
385	State of Alaska Department of Revenue Juneau, Alaska	$1.59M	+$97.8K	4	0.08%	Increased
386	HHC Hutchin Hill Capital New York	$1.56M	-$917K	1	0.06%	Reduced
387	Natixis Paris, France	$1.56M	+$1.38M	5	0.01%	Increased
388	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.54M	-$12.4K	5	0.02%	Reduced
389	US Bancorp Minneapolis, Minnesota	$1.52M	-$1.1M	9	0%	Reduced
390	GH GAM Holding Zurich, Switzerland	$1.52M	-$4.02M	1	0.06%	Reduced
391	MC Marcus Capital Northbrook, Illinois	$1.5M	-$1.63M	1	2.14%	Reduced
392	VF Virtu Financial New York	$1.49M	+$1.55M	2	0.07%	New
393	1832 Asset Management Toronto, Ontario, Canada	$1.47M	-$89.6M	1	0.01%	Reduced
394	RAM Riggs Asset Management Dallas, Pennsylvania	$1.44M	-$7.67K	1	0.65%	Reduced
395	Squarepoint New York	$1.44M	-$8.88M	3	0.03%	Reduced
396	FMT First Mercantile Trust Cordova, Tennessee	$1.42M	+$690K	4	0.26%	Increased
397	CI Cavalier Investments Alpharetta, Georgia	$1.41M	+$1.46M	2	0.68%	New
398	Cambridge Investment Research Advisors Fairfield, Iowa	$1.39M	+$522K	3	0.02%	Increased
399	GCP GSA Capital Partners London, United Kingdom	$1.37M	-$3.42M	1	0.09%	Reduced
400	Clark Capital Management Group Philadelphia, Pennsylvania	$1.36M	+$1.23M	1	0.05%	New