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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
501	Nisa Investment Advisors St. Louis, Missouri	$10.9M	+$1.78M	9	0.04%	Increased
502	HP Havemeyer Place Greenwich, Connecticut	$10.8M	+$9.36M	5	2.13%	New
503	Winton Group London, United Kingdom	$10.8M	+$8.08M	3	0.37%	Increased
504	PCM Pinnbrook Capital Management New York	$10.7M	+$2.69M	2	1.5%	Increased
505	NewEdge Advisors New Orleans, Louisiana	$10.6M	+$407K	6	0.04%	Increased
506	BAMCO Inc New York	$10.6M	+$1.92M	2	0.03%	Increased
507	Kornitzer Capital Management Shawnee Mission, Kansas	$10.6M	-$12.6M	3	0.22%	Reduced
508	OCM Osterweis Capital Management San Francisco, California	$10.4M	+$7.25M	1	0.44%	Increased
509	BCC Bridge City Capital Lake Oswego, Oregon	$10.4M	-$3.1M	2	3.06%	Reduced
510	PA Paralel Advisors Denver, Colorado	$10.4M	$0	1	0.4%	Maintained
511	Hantz Financial Services Southfield, Michigan	$10.3M	-$8.42M	6	0.15%	Reduced
512	NAAA New Age Alpha Advisors Rye, New York	$10.3M	-$480K	3	0.44%	Reduced
513	QCM Qsemble Capital Management New York	$10.3M	+$4.1M	4	0.85%	Increased
514	Atria Investments Charlotte, North Carolina	$10.2M	+$1.06M	5	0.12%	Increased
515	Sanctuary Advisors Indianapolis, Indiana	$10.2M	+$2.02M	6	0.06%	Increased
516	RHJA Rice Hall James & Associates San Diego, California	$10.2M	-$1.65M	3	0.56%	Reduced
517	State of Alaska Department of Revenue Juneau, Alaska	$10.2M	-$322K	6	0.11%	Reduced
518	PCM Prelude Capital Management New York	$10.1M	-$14.9M	7	0.74%	Reduced
519	Independent Financial Group San Diego, California	$10.1M	+$5.82M	3	0.22%	Increased
520	Park Avenue Securities New York	$9.95M	-$1.48M	6	0.08%	Reduced
521	Weiss Asset Management Boston, Massachusetts	$9.88M	-$4.64M	3	0.13%	Reduced
522	Mediolanum International Funds Dublin 1, Ireland	$9.86M	+$10.5M	1	0.1%	New
523	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$9.85M	+$9.43M	1	0.35%	New
524	British Columbia Investment Management Victoria, British Columbia, Canada	$9.82M	+$9.1M	2	0.05%	New
525	APC Alta Park Capital San Francisco, California	$9.77M	-$12.9M	1	1.18%	Reduced