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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	Mercer Global Advisors Denver, Colorado	$8.5M	+$1.16M	6	0.01%	Increased
427	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$8.43M	-$2.69M	4	0.32%	Reduced
428	Weiss Asset Management Boston, Massachusetts	$8.43M	-$5.98M	3	0.1%	Reduced
429	PC Panoramic Capital Larkspur, California	$8.37M	+$176K	1	3.76%	Increased
430	Guggenheim Capital Chicago, Illinois	$8.31M	+$30K	7	0.06%	Increased
431	Magnetar Financial Evanston, Illinois	$8.2M	-$3.21M	2	0.05%	Reduced
432	ORI Oak Ridge Investments Chicago, Illinois	$7.96M	-$1.27M	2	0.51%	Reduced
433	Walleye Trading New York	$7.87M	+$6.8M	4	0.01%	Increased
434	OHIS Oak Harvest Investment Services Houston, Texas	$7.82M	+$1.71M	2	0.91%	Increased
435	Ethic Inc New York	$7.77M	+$547K	6	0.13%	Increased
436	STP Science & Technology Partners New York	$7.76M	+$886K	1	2.16%	Increased
437	GGHC Gilder Gagnon Howe & Co New York	$7.76M	+$415K	2	0.08%	Increased
438	MCP Meridiem Capital Partners Dallas, Texas	$7.73M	-$12M	1	0.49%	Reduced
439	Park Avenue Securities New York	$7.71M	-$806K	5	0.06%	Reduced
440	Jefferies Financial Group New York	$7.65M	-$2.1M	4	0.04%	Reduced
441	TA Tectonic Advisors Frisco, Texas	$7.65M	-$5.17M	1	0.42%	Reduced
442	First Manhattan New York	$7.62M	-$245K	3	0.02%	Reduced
443	Eventide Asset Management Boston, Massachusetts	$7.46M	+$496K	3	0.12%	Increased
444	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$7.45M	+$5.71M	1	1.74%	New
445	PIM Peregrine Investment Management Toronto, Ontario, Canada	$7.35M	-$3.06M	1	3.61%	Reduced
446	Wolverine Trading Chicago, Illinois	$7.3M	+$1.65M	9	0.01%	Increased
447	SRC Shufro Rose & Co New York	$7.29M	-$569K	1	0.6%	Reduced
448	F.L. Putnam Investment Management Lynnfield, Massachusetts	$7.26M	-$9.27K	1	0.11%	Reduced
449	HW Hedeker Wealth Lincolnshire, Illinois	$7.2M	+$333K	1	1.5%	Increased
450	PD Point72 (DIFC) Dubai, United Arab Emirates	$7.16M	+$5.45M	3	0.47%	Increased