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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	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.02M	-$358K	1	0.48%	Reduced
452	Greenleaf Trust Kalamazoo, Michigan	$1.02M	-$7.86K	3	0.02%	Reduced
453	E. Ohman J:or Asset Management Stockholm, Sweden	$1.01M	$0	1	0.06%	Maintained
454	CCI Credit Capital Investments Livingston, New Jersey	$1.01M	+$258K	1	1.2%	Increased
455	SRAM Stone Ridge Asset Management New York	$1.01M	+$21.5K	3	0.06%	Increased
456	UM Ulysses Management New York	$1.01M	$0	1	0.09%	Maintained
457	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$1M	+$649K	2	0.28%	Increased
458	Palisade Capital Management Fort Lee, New Jersey	$1M	-$105K	2	0.03%	Reduced
459	Janus Henderson Group London,	$995K	+$437K	1	0%	Increased
460	Gabelli Funds Rye, New York	$992K	+$1.07M	1	0.01%	New
461	Quantbot Technologies New York	$989K	-$6.01M	3	0.1%	Reduced
462	BHB Bank Hapoalim BM Tel Aviv, Israel	$988K	$0	1	0.24%	Maintained
463	M&T Bank Buffalo, New York	$977K	-$437K	1	0%	Reduced
464	MSL Mackay Shields LLC New York	$963K	+$1.03M	1	0.01%	New
465	Granahan Investment Management Waltham, Massachusetts	$962K	+$1.04M	1	0.05%	New
466	Bank of Nova Scotia Toronto, Ontario, Canada	$958K	+$1.02M	1	0%	New
467	PCM Perkins Capital Management Wayzata, Minnesota	$951K	$0	1	0.82%	Maintained
468	Sigma Planning Corp Ann Arbor, Michigan	$946K	+$279K	1	0.05%	Increased
469	BCM Bayesian Capital Management Brooklyn, New York	$944K	-$3.92M	1	0.18%	Reduced
470	SAMC Spectrum Asset Management (California) Newport Beach, California	$944K	+$962K	1	0.6%	New
471	UBS O'Connor Chicago, Illinois	$937K	+$987K	1	0.03%	New
472	Cambridge Investment Research Advisors Fairfield, Iowa	$925K	+$77.1K	2	0.01%	Increased
473	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$920K	-$314K	3	0.24%	Reduced
474	GC Globeflex Capital San Diego, California	$912K	$0	1	0.2%	Maintained
475	TCM Tuttle Capital Management Riverside, Connecticut	$900K	+$911K	1	0.24%	New