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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	Marsico Capital Management Denver, Colorado	$7.49M	$0	1	0.21%	Maintained
577	GCM Goldstream Capital Management Central, Hong Kong	$7.42M	+$5.69M	3	2.67%	New
578	BPIM Brant Point Investment Management New York	$7.38M	$0	1	0.9%	Maintained
579	Virginia Retirement Systems Richmond, Virginia	$7.38M	-$6.76M	3	0.04%	Reduced
580	KM KP Management Edina, Minnesota	$7.37M	+$5.14M	1	2.04%	New
581	SC Shellback Capital Boston, Massachusetts	$7.37M	+$5.14M	1	0.7%	New
582	MJPCFAI Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey	$7.33M	+$5.94M	1	6.14%	New
583	Impax Asset Management Group London, United Kingdom	$7.31M	-$15.3M	1	0.05%	Reduced
584	DAM DLD Asset Management New York	$7.3M	+$6.76M	1	0.54%	New
585	Los Angeles Capital Management Los Angeles, California	$7.29M	-$308K	7	0.02%	Reduced
586	QRG Capital Management Chicago, Illinois	$7.27M	+$1.71M	6	0.08%	Increased
587	IG Ithaka Group Arlington, Virginia	$7.23M	+$7.72M	1	1.29%	New
588	SAM Securian Asset Management St Paul, Minnesota	$7.22M	-$138K	4	0.27%	Reduced
589	Vident Advisory Alpharetta, Georgia	$7.17M	-$29.3K	7	0.07%	Reduced
590	KCM Kultura Capital Management Park City, Utah	$7.11M	+$5.58M	2	4.41%	New
591	KA Kovack Advisors Ft. Lauderdale, Florida	$7.01M	+$474K	3	0.33%	Increased
592	Channing Capital Management Chicago, Illinois	$6.98M	-$9.66M	1	0.18%	Reduced
593	AGAM Avalon Global Asset Management San Francisco, California	$6.97M	-$794K	1	1.13%	Reduced
594	Diversified Trust Memphis, Tennessee	$6.96M	-$231K	5	0.13%	Reduced
595	SHC SALT Holding Corp Wilmington, Delaware	$6.96M	+$6.66M	1	5.39%	New
596	Empowered Funds Havertown, Pennsylvania	$6.94M	+$2.66M	4	0.12%	Increased
597	Voleon Capital Management Berkeley, California	$6.94M	-$1.84M	1	0.15%	Reduced
598	PAMS Pinpoint Asset Management (Singapore) Singapore,	$6.89M	-$2.41M	5	1.44%	Reduced
599	Fidelity International Hamilton, Bermuda	$6.87M	+$5.95M	3	0.01%	Increased
600	DF Donoghue Forlines Boston, Massachusetts	$6.87M	+$3.42M	3	2.12%	Increased