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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	PM Parametrica Management Wanchai, Hong Kong	$836K	+$914K	1	0.35%	New
452	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$835K	+$887K	2	0.7%	New
453	LIA LS Investment Advisors Bloomfield Hills, Michigan	$832K	+$82.9K	6	0.05%	Increased
454	CMANY Capital Management Associates (New York) New York	$825K	$0	2	1.18%	Maintained
455	RIM Regent Investment Management Louisville, Kentucky	$817K	+$144K	1	0.28%	Increased
456	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$815K	-$433K	1	0.04%	Reduced
457	IP Isthmus Partners Madison, Wisconsin	$806K	+$9.41K	1	0.23%	Increased
458	PPCM Pillar Pacific Capital Management Pacifica, California	$802K	+$8.39K	2	0.1%	Increased
459	BA Boston Advisors Boston, Massachusetts	$798K	-$16.8K	1	0.02%	Reduced
460	Verition Fund Management Greenwich, Connecticut	$797K	-$101K	3	0.06%	Reduced
461	HIM Herald Investment Management London, United Kingdom	$778K	$0	1	0.25%	Maintained
462	SP Summit Partners Boston, Massachusetts	$777K	$0	1	0.57%	Maintained
463	LWM Lenox Wealth Management Cincinnati, Ohio	$775K	+$211K	1	0.27%	Increased
464	KCM Karp Capital Management Sausalito, California	$761K	-$28.7K	1	0.35%	Reduced
465	Wedge Capital Management Charlotte, North Carolina	$760K	+$828K	1	0.01%	New
466	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$751K	-$80.8K	1	0.11%	Reduced
467	Meiji Yasuda Life Insurance Tokyo, Japan	$751K	$0	1	0.11%	Maintained
468	CAM Columbia Asset Management Ann Arbor, Michigan	$745K	-$75.2K	1	0.23%	Reduced
469	BLAM Bourne Lent Asset Management Pawling, New York	$742K	+$200K	1	0.38%	Increased
470	RI Redwood Investments Boston, Massachusetts	$738K	-$17.9M	1	0.08%	Reduced
471	HighTower Advisors Chicago, Illinois	$732K	-$103K	2	0.01%	Reduced
472	GC Globeflex Capital San Diego, California	$730K	$0	2	0.21%	Maintained
473	Shelton Capital Management Denver, Colorado	$722K	+$154K	3	0.05%	Increased
474	CCM Concourse Capital Management Atlanta, Georgia	$708K	$0	1	0.34%	Maintained
475	TSS Two Sigma Securities New York	$703K	+$241K	2	0.06%	Increased