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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
401	QIM Quest Investment Management Lake Oswego, Oregon	$387K	+$46.3K	1	0.04%	Increased
402	PCM Palouse Capital Management Spokane, Washington	$386K	+$110K	1	0.14%	Increased
403	First Allied Advisory Services San Diego, California	$384K	-$12.9K	2	0.03%	Reduced
404	CCA Castle Creek Arbitrage Avon, Colorado	$371K	-$623K	1	0.02%	Reduced
405	Shelton Capital Management Denver, Colorado	$364K	$0	2	0.05%	Maintained
406	PAM Paradigm Asset Management New York	$353K	-$38.5K	2	0.05%	Reduced
407	CL Croft-Leominster Baltimore, Maryland	$343K	-$262K	1	0.06%	Reduced
408	Wolverine Asset Management Chicago, Illinois	$342K	-$346K	1	0.01%	Reduced
409	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$341K	-$5.32K	1	0.07%	Reduced
410	MSU Maple Securities USA Jersey City, New Jersey	$339K	+$341K	1	0.04%	New
411	DTL Dynamic Technology Lab Singapore	$338K	-$655K	1	0.16%	Reduced
412	FBC Fairfield, Bush & Co Darien, Connecticut	$338K	-$25.3K	1	0.1%	Reduced
413	SAM Silphium Asset Management London, United Kingdom	$337K	+$96.4K	1	0.23%	Increased
414	Los Angeles Capital Management Los Angeles, California	$333K	-$173K	1	0%	Reduced
415	Amalgamated Bank New York	$327K	+$210K	2	0.05%	Increased
416	CAM Columbia Asset Management Ann Arbor, Michigan	$322K	$0	1	0.13%	Maintained
417	HBK Investments Dallas, Texas	$319K	-$2.43M	1	0.01%	Reduced
418	MTIP Magee Thomson Investment Partners San Diego, California	$317K	+$1.75K	2	0.08%	Increased
419	Quantbot Technologies New York	$317K	+$299K	2	0.05%	Increased
420	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$309K	+$108K	1	0.67%	Increased
421	CIBC World Market Toronto, Ontario, Canada	$300K	-$2.79M	1	0%	Reduced
422	OAM Oxford Asset Management Oxford, United Kingdom	$290K	-$5.36M	1	0.01%	Reduced
423	PCMI Princeton Capital Management Inc Princeton, New Jersey	$283K	$0	1	0.2%	Maintained
424	YMRC Yorktown Management & Research Company Forest, Virginia	$279K	-$46	1	0.05%	Reduced
425	Ladenburg Thalmann Financial Services Miami, Florida	$276K	-$69.2K	4	0.01%	Reduced