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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
526	FC FORA Capital Miami, Florida	$14.5M	+$2.53M	3	1.06%	Increased
527	LGT Fund Management Vaduz, Liechtenstein	$14.3M	+$11.2M	1	0.62%	New
528	Vident Advisory Alpharetta, Georgia	$14.2M	+$3.4M	8	0.12%	Increased
529	Independent Financial Group San Diego, California	$14.1M	+$2.27M	5	0.32%	Increased
530	HC Headwater Capital Hong Kong, China	$14.1M	-$5.49M	1	2.26%	Reduced
531	MM M37 Management Menlo Park, California	$14.1M	-$5.49M	1	5.6%	Reduced
532	KR Capital LP New York City, New York	$14M	+$11.8M	3	2.81%	New
533	PC Panoramic Capital Larkspur, California	$14M	-$18M	2	9.84%	Reduced
534	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.9M	+$2.07M	1	0.21%	Increased
535	UIA UG Investment Advisers Taipei, Taiwan	$13.8M	+$11.9M	2	9.32%	New
536	William Blair & Company Chicago, Illinois	$13.7M	+$1.88M	5	0.04%	Increased
537	CCAM Capelight Capital Asset Management New York	$13.7M	+$5.67M	3	10.2%	Increased
538	Thompson Investment Management Madison, Wisconsin	$13.7M	-$10.4M	2	1.77%	Reduced
539	LN Lightrock Netherlands Utrecht, Netherlands	$13.6M	-$6.37M	1	2.9%	Reduced
540	Spire Wealth Management Mclean, Virginia	$13.5M	-$1.11M	5	0.46%	Reduced
541	Parallax Volatility Advisers San Francisco, California	$13.5M	+$7.96M	5	0.04%	Increased
542	FG Franchise GP Grand Cayman,	$13.5M	+$10.5M	1	4.95%	New
543	Rice Hall James & Associates San Diego, California	$13.4M	-$5.39M	3	0.75%	Reduced
544	Great Lakes Advisors Chicago, Illinois	$13.4M	-$1.98M	2	0.11%	Reduced
545	Blackstone Inc New York	$13.4M	+$9.12M	3	0.04%	Increased
546	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$13.4M	+$10.1M	2	0.09%	Increased
547	Oribel Capital Management New York	$13.2M	+$12.1M	1	0.58%	New
548	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$13.2M	-$745K	2	31.62%	Reduced
549	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$13.1M	+$11.8M	2	2.73%	New
550	RC Riposte Capital New York	$13.1M	-$20.6M	1	3.34%	Reduced