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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	ProShare Advisors Bethesda, Maryland	$13M	+$1.61M	8	0.02%	Increased
452	Masters Capital Management Atlanta, Georgia	$12.9M	+$12.4M	1	0.53%	New
453	LCM Landscape Capital Management Englewood, New Jersey	$12.9M	+$6.92M	4	0.87%	Increased
454	BW Gestao de Investimentos Sao Paulo, Brazil	$12.9M	+$9.01M	1	0.29%	New
455	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$12.9M	+$9.01M	1	3.79%	New
456	Caxton Associates (UK) London,	$12.9M	-$22.7M	4	0.25%	Reduced
457	TC TwinBeech Capital Purchase, New York	$12.8M	-$16.3M	5	0.91%	Reduced
458	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$12.7M	+$7.51M	4	0.87%	Increased
459	Quantbot Technologies New York	$12.6M	-$9.91M	5	0.42%	Reduced
460	Nishkama Capital LLC Dorado, Puerto Rico	$12.5M	+$6.3M	1	0.5%	Increased
461	Stratos Wealth Partners Beachwood, Ohio	$12.5M	+$68.9K	4	0.14%	Increased
462	Guggenheim Capital Chicago, Illinois	$12.5M	+$435K	6	0.09%	Increased
463	Mackenzie Financial Toronto Ontario, Ontario, Canada	$12.5M	+$104K	4	0.01%	Increased
464	EP Edgestream Partners Princeton, New Jersey	$12.5M	+$1.51M	4	0.35%	Increased
465	LCG Lisanti Capital Growth New York	$12.4M	-$8.05M	3	2.94%	Reduced
466	IGM Incline Global Management New York	$12.4M	+$10M	1	4.23%	New
467	W.H. Reaves & Co Jersey City, New Jersey	$12.4M	+$9.15M	2	0.22%	New
468	OHIS Oak Harvest Investment Services Houston, Texas	$12.3M	-$523K	2	1.34%	Reduced
469	WLG Williamson Legacy Group Carmel, Indiana	$12.2M	+$2.95M	4	9.55%	Increased
470	PFA Pension Forsikringsaktieselskab Copenhagen,	$12.2M	+$12.9M	1	0.03%	New
471	OWIM Old West Investment Management Los Angeles, California	$12.1M	+$5.29M	2	2.17%	Increased
472	EC E20 Capital Hong Kong,	$12.1M	+$8.79M	2	4.36%	New
473	Dana Investment Advisors Waukesha, Wisconsin	$12.1M	-$6.42M	1	0.35%	Reduced
474	CAPTRUST Financial Advisors Raleigh, North Carolina	$12M	-$12.9M	7	0.02%	Reduced
475	JGUA John G. Ullman & Associates Corning, New York	$12M	-$9.79M	4	1.6%	Reduced