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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	Advent Capital Management New York	$1.56M	+$1.64M	2	0.03%	New
402	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$1.55M	-$25.4M	1	0.04%	Reduced
403	WCA Windsor Creek Advisors Bethel, Vermont	$1.54M	+$1.65M	1	0.41%	New
404	FHB First Hawaiian Bank Honolulu, Hawaii	$1.53M	+$1.35M	6	0.08%	Increased
405	RCM Riverhead Capital Management Wilmington, Delaware	$1.52M	+$79.7K	5	0.06%	Increased
406	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.52M	-$559K	1	0.01%	Reduced
407	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1.49M	+$34.9K	1	0.6%	Increased
408	VLC Van Leeuwen & Company Princeton, New Jersey	$1.47M	+$1.58M	1	1.38%	New
409	FIM Freedom Investment Management Hartford, Connecticut	$1.45M	-$1.13M	3	0.12%	Reduced
410	Quantbot Technologies New York	$1.45M	+$1.16M	5	0.14%	Increased
411	OIA Optimum Investment Advisors Chicago, Illinois	$1.45M	+$1.46M	3	0.48%	Increased
412	Korea Investment Corp Seoul, South Korea	$1.44M	$0	1	0.01%	Maintained
413	Pacer Advisors Malvern, Pennsylvania	$1.44M	+$1.5M	3	0.04%	Increased
414	TC Tairen Capital Hong Kong	$1.43M	+$832K	1	0.16%	Increased
415	FIA FNY Investment Advisers New York	$1.43M	+$1.24M	4	0.49%	Increased
416	Altshuler Shaham Tel Aviv, Israel	$1.42M	+$1.2M	2	0.07%	Increased
417	Capital Fund Management (CFM) Paris, France	$1.42M	-$6.02M	3	0.01%	Reduced
418	AIC Aurora Investment Counsel Atlanta, Georgia	$1.4M	-$31.9K	1	0.7%	Reduced
419	CIC Chase Investment Counsel Charlottesville, Virginia	$1.4M	-$89.1K	1	0.72%	Reduced
420	IWA IBEX Wealth Advisors Bedminster, New Jersey	$1.4M	+$1.46M	1	0.49%	New
421	SMH Sanders Morris Harris Houston, Texas	$1.39M	+$935K	1	0.67%	Increased
422	Oppenheimer & Co New York	$1.38M	-$305K	1	0.04%	Reduced
423	CL CSS LLC Chicago, Illinois	$1.36M	+$185K	1	0.08%	Increased
424	KBC Group Brussels, Belgium	$1.36M	+$36.8K	3	0.01%	Increased
425	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.35M	+$336K	1	0.4%	Increased