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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	MCM Maytus Capital Management New York	$9.76M	-$15.1M	1	2.09%	Reduced
402	Illinois Municipal Retirement Fund Oak Brook, Illinois	$9.74M	+$675K	2	0.12%	Increased
403	ET Entropy Technologies New York	$9.53M	-$697K	5	0.71%	Reduced
404	Gateway Investment Advisers Cincinnati, Ohio	$9.51M	+$4.99M	3	0.09%	Increased
405	Clear Street New York	$9.5M	+$7.98M	2	0.03%	New
406	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.46M	+$2.59M	9	0.03%	Increased
407	Dana Investment Advisors Waukesha, Wisconsin	$9.39M	-$2.79M	1	0.28%	Reduced
408	ProShare Advisors Bethesda, Maryland	$9.38M	+$1.79M	8	0.02%	Increased
409	US Bancorp Minneapolis, Minnesota	$9.36M	+$82K	9	0.01%	Increased
410	TCM Tieton Capital Management Yakima, Washington	$9.28M	+$341K	1	3.22%	Increased
411	XTX Topco George Town, Cayman Islands	$9.24M	-$303K	8	0.48%	Reduced
412	GIPM G2 Investment Partners Management New York	$9.09M	+$341K	1	1.84%	Increased
413	Prudential plc London, England, United Kingdom	$8.95M	-$14.5M	2	0.07%	Reduced
414	1CM 1492 Capital Management Milwaukee, Wisconsin	$8.9M	+$1.13M	3	3.6%	Increased
415	OTL Oak Thistle LLC New York	$8.9M	+$5.12M	4	1.36%	Increased
416	Y-Intercept (HK) Hong Kong	$8.86M	-$414K	6	0.21%	Reduced
417	BA Bard Associates Chicago, Illinois	$8.81M	-$748K	1	2.34%	Reduced
418	Covea Finance Paris, France	$8.79M	+$987K	2	0.31%	Increased
419	RHJA Rice Hall James & Associates San Diego, California	$8.69M	-$1.52M	3	0.47%	Reduced
420	KBC Group Brussels, Belgium	$8.67M	+$47.1K	5	0.02%	Increased
421	WCM Westerly Capital Management San Francisco, California	$8.63M	-$9.46M	1	2.7%	Reduced
422	Jacobs Levy Equity Management Florham Park, New Jersey	$8.62M	+$2.54M	1	0.03%	Increased
423	NTIC Napean Trading & Investment Company Singapore	$8.56M	+$7.93M	1	1.67%	New
424	Xponance Philadelphia, Pennsylvania	$8.56M	-$63.1K	6	0.07%	Reduced
425	MML Investors Services Springfield, Massachusetts	$8.53M	-$550K	6	0.02%	Reduced