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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	Nishkama Capital LLC Dorado, Puerto Rico	$15.8M	-$389K	1	1%	Reduced
502	CD Chapin Davis Baltimore, Maryland	$15.8M	+$12.4M	2	3.52%	New
503	First Manhattan New York	$15.6M	-$3.31M	4	0.04%	Reduced
504	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$15.6M	+$12.6M	3	10.45%	New
505	KCM Kultura Capital Management Park City, Utah	$15.5M	+$2.94M	4	2.43%	Increased
506	EIA Emerald Investment Advisers Leola, Pennsylvania	$15.4M	+$15.3M	3	1.39%	New
507	MCM Maytus Capital Management New York	$15.4M	-$6.53M	2	2.74%	Reduced
508	VDBMI Van Den Berg Management I Austin, Texas	$15.4M	-$12.7M	1	3.52%	Reduced
509	HCS Himension Capital (Singapore) Singapore	$15.4M	-$4.89M	4	1.18%	Reduced
510	Macquarie Group Sydney, NSW 2000, Australia	$15.3M	-$11M	4	0.09%	Reduced
511	Carnegie Investment Counsel Pepper Pike, Ohio	$15.3M	-$11.4M	2	0.3%	Reduced
512	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$15.3M	-$9.76M	1	3.2%	Reduced
513	NA Navellier & Associates Reno, Nevada	$15.3M	+$8.15M	2	1.59%	Increased
514	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$15.2M	-$17.5M	2	1.12%	Reduced
515	Rockefeller Capital Management New York	$15.1M	+$2.64M	8	0.03%	Increased
516	NAAA New Age Alpha Advisors Rye, New York	$15.1M	+$293K	3	0.7%	Increased
517	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$15M	+$12.7M	4	0.11%	Increased
518	Boston Partners Boston, Massachusetts	$14.9M	+$12M	1	0.02%	New
519	Brooklyn Investment Group Brooklyn, New York	$14.8M	+$2.3M	6	0.46%	Increased
520	Peregrine Capital Management Minneapolis, Minnesota	$14.8M	-$31.3M	1	0.55%	Reduced
521	OWIM Old West Investment Management Los Angeles, California	$14.8M	-$388K	2	1.6%	Reduced
522	HVIA Hudson Valley Investment Advisors Goshen, New York	$14.7M	-$3.67M	1	1.91%	Reduced
523	HW Hedeker Wealth Lincolnshire, Illinois	$14.6M	-$181K	1	3.09%	Reduced
524	Aberdeen Group Edinburgh, United Kingdom	$14.5M	+$11.5M	4	0.02%	Increased
525	DFO Duquesne Family Office New York	$14.5M	+$13.1M	2	0.43%	New