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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.8M	-$62.4K	4	0.25%	Reduced
377	SRC Shufro Rose & Co New York	$19.5M	-$1M	1	1.32%	Reduced
378	PC Panoramic Capital Larkspur, California	$19.4M	+$659K	2	10.43%	Increased
379	Castleark Management Chicago, Illinois	$19.4M	-$11.7M	2	0.57%	Reduced
380	IMC Chicago Chicago, Illinois	$19.4M	-$875K	5	0.01%	Reduced
381	Mercer Global Advisors Denver, Colorado	$19.3M	+$5.05M	7	0.03%	Increased
382	IEQ Capital Foster City, California	$19.1M	-$2.17M	5	0.06%	Reduced
383	ACMH Andar Capital Management (HK) Hong Kong	$18.7M	-$95K	2	20.17%	Reduced
384	BGM Burkehill Global Management New York	$18.5M	+$15M	1	1.22%	New
385	VWS Virtus Wealth Solutions Cranford, New Jersey	$18.3M	+$15.1M	2	3.48%	New
386	SummitTX Capital Fort Worth, Texas	$18.2M	-$12.2M	4	0.55%	Reduced
387	IFM ION Fund Management Herzliya,	$17.8M	+$14.7M	1	2.07%	New
388	Macquarie Group Sydney, NSW 2000, Australia	$17.7M	-$350M	4	0.08%	Reduced
389	SI Sora Investors Bryn Mawr, Pennsylvania	$17.6M	-$27.1M	1	1.52%	Reduced
390	PCM Penn Capital Management Philadelphia, Pennsylvania	$17.6M	-$206K	2	1.4%	Reduced
391	BL BWCP LP Dallas, Texas	$17.5M	-$32.2M	1	2.91%	Reduced
392	Janney Montgomery Scott Philadelphia, Pennsylvania	$17.5M	-$1.37M	5	0.04%	Reduced
393	HCA Harbour Capital Advisors Tysons Corner, Virginia	$17.4M	-$487K	3	3.54%	Reduced
394	1CM 1492 Capital Management Milwaukee, Wisconsin	$17.4M	+$4.42M	4	6.67%	Increased
395	MCM Maytus Capital Management New York	$17.4M	-$531K	3	4.11%	Reduced
396	Twin Tree Management Dallas, Texas	$17.3M	-$23.9M	2	0.15%	Reduced
397	Danske Bank Copenhagen K, Denmark	$17.3M	+$10.9M	5	0.04%	Increased
398	ACM Atika Capital Management New York	$17.1M	-$1.26M	2	1.8%	Reduced
399	CCS Concentric Capital Strategies Stamford, Connecticut	$17.1M	-$10.2M	5	0.82%	Reduced
400	ABN AMRO Investment Solutions Paris Cedex 008,	$16.9M	+$975K	2	0.25%	Increased