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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
576	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	+$413	1	0%	New
577	CCM Criterion Capital Management San Francisco, California	$0	-$14.1M	0	–	Closed
578	Daiwa Securities Group Tokyo, Japan	$0	-$775K	0	–	Closed
579	DCM Decade Capital Management New York	$0	-$4.89M	0	–	Closed
580	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$498K	0	–	Closed
581	DJSG D.J. St. Germain Springfield, Massachusetts	$0	-$545K	0	–	Closed
582	Driehaus Capital Management Chicago, Illinois	$0	-$1.49M	0	–	Closed
583	DFO Duquesne Family Office New York	$0	-$6.51M	0	–	Closed
584	EGM Espalier Global Management New York	$0	-$4M	0	–	Closed
585	FMA Fiduciary Management Associates Chicago, Illinois	$0	-$524K	0	–	Closed
586	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$1K	0	–	Closed
587	FCCM First City Capital Management Savannah, Georgia	$0	-$128K	0	–	Closed
588	First National Trust Hermitage, Pennsylvania	$0	-$68K	0	–	Closed
589	FM Forward Management San Francisco, California	$0	-$1.83M	0	–	Closed
590	Freestone Capital Holdings Seattle, Washington	$0	-$257K	0	–	Closed
591	Fuller & Thaler Asset Management San Mateo, California	$0	-$6.09M	0	–	Closed
592	G GlobalBridge Minneapolis, Minnesota	$0	-$449K	0	–	Closed
593	GIP Granite Investment Partners El Segundo, California	$0	-$159K	0	–	Closed
594	GAAM Guinness Atkinson Asset Management Pasadena, California	$0	-$1.41M	0	–	Closed
595	GW&K Investment Management Boston, Massachusetts	$0	-$17.5M	0	–	Closed
596	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$29K	0	–	Closed
597	IMS Index Management Solutions Philadelphia, Pennsylvania	$0	+$23	1	0%	New
598	ING Group Amsterdam, Netherlands	$0	-$13.2M	0	–	Closed
599	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$0	-$4.76M	0	–	Closed
600	IT Investors Trust Dallas, Texas	$0	-$79K	0	–	Closed