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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
476	First Manhattan New York	$12M	-$343K	3	0.03%	Reduced
477	HCS Himension Capital (Singapore) Singapore	$12M	+$7.17M	3	0.74%	Increased
478	Great Lakes Advisors Chicago, Illinois	$12M	-$7.48M	1	0.1%	Reduced
479	CP CenterBook Partners Greenwich, Connecticut	$11.9M	+$8.91M	4	0.58%	New
480	EW Elyxium Wealth San Mateo, California	$11.9M	+$9.83M	5	3.29%	New
481	Swiss Life Asset Management Zurich,	$11.8M	+$5.24M	5	0.06%	Increased
482	Fjarde Ap-fonden Stockholm, Sweden	$11.8M	+$10.9M	2	0.1%	New
483	Covea Finance Paris, France	$11.7M	-$1.74M	2	0.39%	Reduced
484	HVIA Hudson Valley Investment Advisors Goshen, New York	$11.7M	-$5.97M	1	1.29%	Reduced
485	SC Skylands Capital Milwaukee, Wisconsin	$11.7M	-$8.16M	1	1.58%	Reduced
486	IFM Investors Melbourne, Australia	$11.5M	+$10.6M	2	0.1%	New
487	HW Hedeker Wealth Lincolnshire, Illinois	$11.5M	-$686K	1	2.41%	Reduced
488	Y-Intercept (HK) Hong Kong	$11.5M	+$2.64M	3	0.26%	Increased
489	Hillsdale Investment Management Toronto, Ontario, Canada	$11.4M	-$12.8M	3	0.31%	Reduced
490	TA Tectonic Advisors Frisco, Texas	$11.4M	-$730K	1	0.6%	Reduced
491	LN Lightrock Netherlands Utrecht, Netherlands	$11.4M	-$39.1M	1	2.36%	Reduced
492	MCP Meridiem Capital Partners Dallas, Texas	$11.4M	+$3.98M	1	0.69%	Increased
493	Quadrant Capital Group Cincinnati, Ohio	$11.3M	+$1.44M	9	0.34%	Increased
494	Tower Research Capital (TRC) New York	$11.2M	+$7.6M	11	0.27%	Increased
495	MC MIG Capital Newport Beach, California	$11.2M	+$3.69M	2	1.9%	Increased
496	HC Headwater Capital Hong Kong, China	$11.1M	-$24.4M	1	2.3%	Reduced
497	MM M37 Management Menlo Park, California	$11.1M	+$7.7M	1	7.6%	New
498	GTAM Global Trust Asset Management West Palm Beach, Florida	$11M	+$3.74M	3	4.36%	Increased
499	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$11M	+$8.94M	1	10.36%	New
500	O'Shaughnessy Asset Management Stamford, Connecticut	$11M	+$2.04M	6	0.06%	Increased