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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	Cullen/Frost Bankers San Antonio, Texas	$962K	+$211K	2	0.03%	Increased
402	TIM Thompson Investment Management Madison, Wisconsin	$939K	+$962K	2	0.17%	New
403	SAM Securian Asset Management St Paul, Minnesota	$926K	+$469K	2	0.02%	Increased
404	SPM Symmetry Peak Management Radnor, Pennsylvania	$922K	+$531K	1	0.18%	Increased
405	UM Ulysses Management New York	$922K	-$820K	1	0.08%	Reduced
406	P8IP Pier 88 Investment Partners San Francisco, California	$920K	+$283K	1	0.43%	Increased
407	FRM Fox Run Management Greenwich, Connecticut	$902K	-$416K	2	0.29%	Reduced
408	HSBC Holdings London, United Kingdom	$899K	-$181K	3	0%	Reduced
409	CPA Cowen Prime Advisors New York	$896K	+$162K	2	0.44%	Increased
410	BLAM Bourne Lent Asset Management Pawling, New York	$888K	$0	1	0.47%	Maintained
411	AA AlphaMark Advisors Ft. Wright, Kentucky	$872K	$0	2	0.35%	Maintained
412	EMG Ellington Management Group Old Greenwich, Connecticut	$871K	-$608K	2	0.06%	Reduced
413	Greenleaf Trust Kalamazoo, Michigan	$862K	+$49.8K	2	0.02%	Increased
414	SA Springowl Associates New York	$841K	+$858K	1	0.59%	New
415	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$836K	+$266K	1	0.16%	Increased
416	PCM Prelude Capital Management New York	$828K	-$272K	3	0.05%	Reduced
417	Jefferies Group New York	$827K	-$311K	2	0%	Reduced
418	PPCM Pillar Pacific Capital Management Pacifica, California	$819K	+$6.62K	2	0.09%	Increased
419	TCM Teza Capital Management Chicago, Illinois	$819K	+$587K	1	0.12%	Increased
420	Brinker Capital Berwyn, Pennsylvania	$809K	-$302K	1	0.03%	Reduced
421	CIM CIM Investment Management Pittsburgh, Pennsylvania	$809K	-$162K	3	0.28%	Reduced
422	HBK Investments Dallas, Texas	$800K	+$170K	1	0.01%	Increased
423	CCM Concourse Capital Management Atlanta, Georgia	$790K	$0	1	0.48%	Maintained
424	Stephens Inc Little Rock, Arkansas	$765K	+$786K	1	0.02%	New
425	SCM Suffolk Capital Management New York	$761K	+$386K	1	0.11%	Increased