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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
451	LPL Financial San Diego, California	$804K	+$238K	2	0.01%	Increased
452	RIM Regent Investment Management Louisville, Kentucky	$767K	+$85.8K	1	0.29%	Increased
453	AL Airain Ltd St. Peter Port, Guernsey	$758K	-$218K	1	0.04%	Reduced
454	SM Southport Management Wilson, Wyoming	$758K	-$123K	1	1.64%	Reduced
455	WC Wexford Capital West Palm Beach, Florida	$747K	+$516K	2	0.06%	Increased
456	PPCM Pillar Pacific Capital Management Pacifica, California	$744K	-$42.7K	2	0.11%	Reduced
457	Brinker Capital Berwyn, Pennsylvania	$739K	+$646K	2	0.03%	New
458	DIA Denver Investment Advisors Denver, Colorado	$736K	-$32.3K	1	0.03%	Reduced
459	Jane Street New York	$729K	-$4.15M	2	0%	Reduced
460	BA Boston Advisors Boston, Massachusetts	$724K	-$49K	1	0.02%	Reduced
461	GP GLG Partners London, United Kingdom	$722K	+$666K	2	0.03%	New
462	CIM CIM Investment Management Pittsburgh, Pennsylvania	$718K	$0	2	0.25%	Maintained
463	Greenleaf Trust Kalamazoo, Michigan	$712K	+$165K	2	0.02%	Increased
464	GHCM Glen Harbor Capital Management San Diego, California	$706K	-$11K	5	0.02%	Reduced
465	CONA Capital One National Association New York	$697K	+$6.64K	1	0.05%	Increased
466	TA Teton Advisors Rye, New York	$697K	$0	1	0.07%	Maintained
467	DCM Dupont Capital Management Wilmington, Delaware	$685K	+$711K	1	0.02%	New
468	Catalyst Capital Advisors Huntington, New York	$678K	+$629K	1	0.03%	New
469	MCIM Meadow Creek Investment Management Atlanta, Georgia	$672K	+$1.05K	5	0.02%	Increased
470	Tudor Investment Corp Stamford, Connecticut	$668K	-$1.54M	2	0.02%	Reduced
471	Cetera Advisors Denver, Colorado	$657K	+$463K	1	0.04%	New
472	SW SVB Wealth Boston, Massachusetts	$657K	-$37.8K	2	0.03%	Reduced
473	LCG Lisanti Capital Growth New York	$656K	-$1.11M	1	0.94%	Reduced
474	State of Alaska Department of Revenue Juneau, Alaska	$655K	+$16.4K	3	0.05%	Increased
475	CEP Chicago Equity Partners Chicago, Illinois	$651K	+$538K	1	0.02%	New