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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	Handelsbanken Fonder Stockholm, Sweden	$3.93M	$0	3	0.02%	Maintained
377	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.92M	-$911K	1	0.8%	Reduced
378	Putnam Investments Boston, Massachusetts	$3.9M	+$3.57M	2	0.01%	New
379	Winton Group London, United Kingdom	$3.89M	+$1.13M	6	0.24%	Increased
380	CS Comerica Securities Detroit, Michigan	$3.89M	-$639K	1	0.25%	Reduced
381	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.88M	-$515K	3	0.04%	Reduced
382	Gabelli Funds Rye, New York	$3.84M	+$3.29M	1	0.02%	New
383	Caption Management Oklahoma City, Oklahoma	$3.79M	-$1.1M	2	0.04%	Reduced
384	Simplex Trading Chicago, Illinois	$3.77M	+$82.4K	7	0%	Increased
385	BCM Bayesian Capital Management Brooklyn, New York	$3.75M	+$2M	2	1.19%	Increased
386	UMB Bank Kansas City, Missouri	$3.75M	+$79.9K	5	0.05%	Increased
387	MHP Manatuck Hill Partners Westport, Connecticut	$3.73M	+$3.5M	1	1.41%	New
388	SGA Strategic Global Advisors Newport Beach, California	$3.73M	-$1.3M	2	0.48%	Reduced
389	Nisa Investment Advisors St. Louis, Missouri	$3.72M	-$397K	6	0.03%	Reduced
390	TC TownSquare Capital Provo, Utah	$3.66M	+$711K	1	0.09%	Increased
391	GCP GSA Capital Partners London, United Kingdom	$3.64M	+$2.13M	5	0.46%	Increased
392	SEC Seven Eight Capital New York	$3.64M	-$6.06M	3	0.65%	Reduced
393	First Eagle Investment Management New York	$3.59M	+$1.9M	4	0.01%	Increased
394	PCM Prelude Capital Management New York	$3.51M	-$329K	3	0.09%	Reduced
395	HCA Harbour Capital Advisors Tysons Corner, Virginia	$3.48M	+$49.4K	1	0.86%	Increased
396	RA Ramius Advisors New York	$3.46M	+$2.96M	1	1.21%	New
397	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.42M	-$1.99M	2	0.01%	Reduced
398	Wasatch Advisors Salt Lake City, Utah	$3.39M	-$23.2M	1	0.01%	Reduced
399	CPA Cowen Prime Advisors New York	$3.38M	$0	1	1.15%	Maintained
400	LAM Lapides Asset Management Greenwich, Connecticut	$3.37M	+$2.25M	1	1.47%	Increased