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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
426	GJL Gendell Jeffrey L	$3.1M	-$12.7M	1	0.1%	Reduced
427	RCAP Resolute Capital Asset Partners Denver, Colorado	$3.08M	+$2.63M	1	1.6%	New
428	OAM Ophir Asset Management Sydney, Australia	$3.07M	+$2.22M	1	0.47%	New
429	WPC White Pine Capital Bloomington, Minnesota	$2.97M	+$1.49M	3	1.02%	Increased
430	Wolverine Trading Chicago, Illinois	$2.94M	+$1.16M	4	0%	Increased
431	Cresset Asset Management Chicago, Illinois	$2.9M	-$154K	6	0.01%	Reduced
432	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$2.87M	-$138K	1	0.25%	Reduced
433	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.86M	-$96.2K	1	1.19%	Reduced
434	PA Paralel Advisors Denver, Colorado	$2.85M	$0	1	0.12%	Maintained
435	QRG Capital Management Chicago, Illinois	$2.81M	+$1.45M	3	0.03%	Increased
436	Corient Private Wealth Miami, Florida	$2.81M	+$468K	5	0%	Increased
437	Vontobel Holding Zurich, Switzerland	$2.8M	+$516K	3	0.01%	Increased
438	FFAM Forge First Asset Management Toronto, Ontario, Canada	$2.8M	+$2.03M	1	1.53%	New
439	KM KP Management Edina, Minnesota	$2.77M	+$2.68M	1	0.89%	New
440	PCM Prelude Capital Management New York	$2.73M	-$787K	3	0.17%	Reduced
441	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2.68M	+$59.8K	2	0.17%	Increased
442	Utah Retirement Systems Salt Lake City, Utah	$2.66M	+$200K	4	0.03%	Increased
443	BAM BOCHK Asset Management Hong Kong	$2.65M	+$2.23M	1	0.79%	New
444	CC Clearline Capital New York	$2.64M	+$2.49M	1	0.11%	New
445	RWA Roberts Wealth Advisors Palo Alto, California	$2.64M	+$71.7K	1	0.85%	Increased
446	WIM Westside Investment Management Santa Monica, California	$2.63M	-$17.9K	3	0.56%	Reduced
447	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.63M	+$1.29M	2	0.01%	Increased
448	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.61M	$0	1	0.01%	Maintained
449	SAM Securian Asset Management St Paul, Minnesota	$2.58M	+$88.9K	4	0.07%	Increased
450	PCP Proficio Capital Partners Newton, Massachusetts	$2.58M	+$1.15M	2	0.26%	Increased