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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	PCM Prelude Capital Management New York	$3.12M	-$1.26M	6	0.22%	Reduced
402	AE AMH Equity Great Neck, New York	$3.04M	+$899K	1	4.04%	Increased
403	AAP Ardsley Advisory Partners Stamford, Connecticut	$3.04M	-$8.71M	1	0.45%	Reduced
404	XTX Topco George Town, Cayman Islands	$3.02M	+$695K	3	0.26%	Increased
405	MIC Maxi Investments CY Limassol, Cyprus	$3.01M	+$1.68M	1	0.68%	Increased
406	Congress Wealth Management Boston, Massachusetts	$3.01M	+$2.5M	1	0.05%	New
407	E. Ohman J:or Asset Management Stockholm, Sweden	$3.01M	$0	1	0.07%	Maintained
408	Crossmark Global Holdings Houston, Texas	$2.99M	-$186K	5	0.06%	Reduced
409	Quantbot Technologies New York	$2.97M	+$1.65M	3	0.14%	Increased
410	Maverick Capital Dallas, Texas	$2.97M	-$30.3M	2	0.06%	Reduced
411	Bahl & Gaynor Cincinnati, Ohio	$2.96M	-$99.1K	1	0.02%	Reduced
412	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.96M	$0	3	0.91%	Maintained
413	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.95M	+$739K	1	0.19%	Increased
414	Nisa Investment Advisors St. Louis, Missouri	$2.93M	-$99.5K	8	0.02%	Reduced
415	P8IP Pier 88 Investment Partners San Francisco, California	$2.93M	+$2.43M	1	0.66%	New
416	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.91M	+$843K	2	0.04%	Increased
417	Private Advisor Group Morristown, New Jersey	$2.9M	+$9.34K	4	0.02%	Increased
418	WW Waterfront Wealth Overland Park, Kansas	$2.88M	+$263K	1	0.78%	Increased
419	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$2.87M	+$17.9K	4	0.52%	Increased
420	RAM Redmond Asset Management Henrico, Virginia	$2.86M	-$239K	1	0.94%	Reduced
421	State of Alaska Department of Revenue Juneau, Alaska	$2.83M	-$234K	4	0.03%	Reduced
422	AIM Aquila Investment Management New York	$2.83M	$0	1	2.65%	Maintained
423	LMR Partners London, United Kingdom	$2.76M	-$2.36M	3	0.02%	Reduced
424	Cresset Asset Management Chicago, Illinois	$2.75M	+$747K	5	0.01%	Increased
425	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.75M	+$873K	1	0.03%	Increased