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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	HWM Hohimer Wealth Management Seattle, Washington	$3.36M	-$193K	2	0.71%	Reduced
402	Private Advisor Group Morristown, New Jersey	$3.36M	+$205K	4	0.03%	Increased
403	Virginia Retirement Systems Richmond, Virginia	$3.33M	-$538K	3	0.02%	Reduced
404	CIBC World Markets New York	$3.31M	+$2.65M	1	0.02%	New
405	LCG Lisanti Capital Growth New York	$3.29M	+$2.64M	1	0.48%	New
406	Xponance Philadelphia, Pennsylvania	$3.29M	-$72.1K	3	0.05%	Reduced
407	CYG Clean Yield Group Norwich, Vermont	$3.28M	+$2.84K	1	1.05%	Increased
408	ACM AlphaCrest Capital Management New York	$3.26M	-$575K	4	0.12%	Reduced
409	Engineers Gate Manager New York	$3.26M	-$921K	6	0.15%	Reduced
410	QIM Quantitative Investment Management Charlottesville, Virginia	$3.25M	+$2.49M	2	0.46%	Increased
411	Evergreen Capital Management Bellevue, Washington	$3.24M	+$47.7K	1	0.13%	Increased
412	Burney Company Reston, Virginia	$3.23M	-$912K	1	0.14%	Reduced
413	PP PDT Partners New York	$3.2M	+$1.37M	3	0.24%	Increased
414	KC Kryger Capital London, United Kingdom	$3.18M	+$2.72M	1	0.18%	New
415	Gotham Asset Management New York	$3.17M	-$225K	4	0.1%	Reduced
416	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.16M	-$2.76M	2	0.01%	Reduced
417	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.15M	+$2.8M	4	0.17%	New
418	AE Wealth Management Topeka, Kansas	$3.14M	+$2.11M	3	0.02%	Increased
419	MAG Millrace Asset Group Berwyn, Pennsylvania	$3.13M	+$2.68M	1	1.83%	New
420	WA Winfield Associates Cleveland, Ohio	$3.12M	+$1.04M	2	1.04%	Increased
421	Discovery Capital Management South Norwalk, Connecticut	$3.12M	+$2.68M	1	0.23%	New
422	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.11M	+$81.9K	1	1.22%	Increased
423	Baird Financial Group Milwaukee, Wisconsin	$3.1M	-$5.62M	3	0.01%	Reduced
424	Jefferies Group New York	$3.1M	-$414K	1	0.02%	Reduced
425	Polar Capital Holdings London, United Kingdom	$3.1M	+$2.7M	2	0.01%	New