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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	RIL Rothschild Investment LLC Chicago, Illinois	$3.2M	-$19.6K	2	0.25%	Reduced
377	AAP Ardsley Advisory Partners Stamford, Connecticut	$3.17M	+$2.73M	1	0.37%	Increased
378	GP Girard Partners King Of Prussia, Pennsylvania	$3.17M	+$237K	1	0.41%	Increased
379	Janus Henderson Group London,	$3.1M	-$45.8M	1	0%	Reduced
380	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.1M	+$570K	1	0.54%	Increased
381	Handelsbanken Fonder Stockholm, Sweden	$3.08M	+$93.7K	3	0.02%	Increased
382	Caption Management Oklahoma City, Oklahoma	$3.06M	+$262K	2	0.04%	Increased
383	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3.03M	+$773K	1	0.42%	Increased
384	Simplex Trading Chicago, Illinois	$3.01M	-$6.02M	7	0%	Reduced
385	KP Kuvari Partners London, United Kingdom	$2.98M	+$2.71M	1	1.17%	New
386	Xponance Philadelphia, Pennsylvania	$2.96M	+$451K	3	0.05%	Increased
387	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.9M	+$2.81M	1	2.55%	New
388	FP Foundry Partners Minneapolis, Minnesota	$2.89M	-$2.43M	1	0.1%	Reduced
389	GPCM Granite Point Capital Management Boston, Massachusetts	$2.88M	+$1.9M	2	0.11%	Increased
390	CYG Clean Yield Group Norwich, Vermont	$2.86M	-$132K	2	0.97%	Reduced
391	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.84M	+$63.9K	1	0.26%	Increased
392	WA Winfield Associates Cleveland, Ohio	$2.81M	+$127K	1	1.04%	Increased
393	CPA Cowen Prime Advisors New York	$2.74M	$0	1	0.99%	Maintained
394	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.72M	$0	3	0.88%	Maintained
395	Evergreen Capital Management Bellevue, Washington	$2.72M	+$45.1K	1	0.13%	Increased
396	NM Newtyn Management New York	$2.68M	+$2.57M	1	0.74%	New
397	GIM Guild Investment Management Los Angeles, California	$2.66M	+$2.72M	1	2.57%	New
398	LM Luminus Management Houston, Texas	$2.65M	+$2.52M	1	0.39%	New
399	SCM Salem Capital Management Woburn, Massachusetts	$2.6M	+$627K	1	1.43%	Increased
400	AAM Azzad Asset Management Falls Church, Virginia	$2.6M	+$498K	2	0.39%	Increased