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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	SONA Asset Management (US) New York	$7.34M	+$5.48M	1	0.21%	New
377	SCM Sandler Capital Management New York	$7.32M	+$3.41M	2	1.98%	Increased
378	DSCM Divisadero Street Capital Management Miami, Florida	$7.3M	+$5.89M	2	0.47%	New
379	LCM Legato Capital Management San Francisco, California	$7.29M	+$2.77M	4	0.87%	Increased
380	HVIA Hudson Valley Investment Advisors Goshen, New York	$7.2M	-$643K	1	0.79%	Reduced
381	ABN AMRO Investment Solutions Paris Cedex 008,	$7.17M	-$424K	2	0.14%	Reduced
382	PP PDT Partners New York	$7.13M	-$5.2M	2	0.4%	Reduced
383	Vanguard Personalized Indexing Management Oakland, California	$7.08M	+$1.26M	7	0.08%	Increased
384	XTX Topco George Town, Cayman Islands	$7.01M	-$5.72M	6	0.29%	Reduced
385	PCA Providence Capital Advisors Charlotte, North Carolina	$6.93M	+$38.4K	1	1.27%	Increased
386	KBC Group Brussels, Belgium	$6.86M	-$715K	5	0.02%	Reduced
387	OBAM ODDO BHF Asset Management Paris, France	$6.86M	+$6.05M	1	0.26%	New
388	HRT Financial New York	$6.85M	-$12.6M	4	0.03%	Reduced
389	Virginia Retirement Systems Richmond, Virginia	$6.83M	+$207K	3	0.05%	Increased
390	SP Summit Partners Boston, Massachusetts	$6.83M	$0	1	0.48%	Maintained
391	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.73M	+$1.39M	5	0.02%	Increased
392	KA Kovack Advisors Ft. Lauderdale, Florida	$6.71M	+$372K	2	0.66%	Increased
393	Oversea-Chinese Banking Corp (OCBC) Singapore	$6.63M	+$1.92M	1	0.18%	Increased
394	PIM Peregrine Investment Management Toronto, Ontario, Canada	$6.63M	-$1.38M	1	4.23%	Reduced
395	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$6.57M	+$5.23M	1	0.06%	Increased
396	KI Keystone Investors Singapore	$6.57M	+$4.73M	2	1.36%	New
397	Steward Partners Investment Advisory New York	$6.56M	+$236K	10	0.05%	Increased
398	Davenport & Co Richmond, Virginia	$6.55M	-$39.1K	1	0.04%	Reduced
399	BPIM Brant Point Investment Management New York	$6.51M	+$3.12M	1	0.68%	Increased
400	Callan Family Office Radnor, Pennsylvania	$6.5M	+$4.12M	7	0.21%	Increased