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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
601	Jericho Capital Asset Management New York	$0	-$51.4M	0	–	Closed
602	Kayne Anderson Rudnick Investment Management Los Angeles, California	$0	-$2.63M	0	–	Closed
603	KRC Kingdom Ridge Capital White Plains, New York	$0	-$5M	0	–	Closed
604	KCM Kingdon Capital Management New York	$0	-$6.58M	0	–	Closed
605	LCG Lisanti Capital Growth New York	$0	-$2.21M	0	–	Closed
606	Lord, Abbett & Co Jersey City, New Jersey	$0	-$104M	0	–	Closed
607	MC Maplelane Capital New York	$0	-$6.51M	0	–	Closed
608	MCM Mazama Capital Management Portland, Oregon	$0	-$62K	0	–	Closed
609	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
610	MG Meditor Group Hamilton, Bermuda	$0	-$276K	0	–	Closed
611	MAM Meeder Asset Management Dublin, Ohio	$0	-$3K	0	–	Closed
612	Moore Capital Management New York	$0	-$2.5M	0	–	Closed
613	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$3.62M	0	–	Closed
614	Nomura Asset Management Tokyo, Japan	$0	-$827K	0	–	Closed
615	Nordea Investment Management Stockholm, Sweden	$0	-$207K	0	–	Closed
616	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	+$391	1	0%	New
617	NMLIC Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin	$0	$0	0	–	Closed
618	PP Palladium Partners Norfolk, Virginia	$0	$0	0	–	Closed
619	PP Paloma Partners Greenwich, Connecticut	$0	-$1.15M	0	–	Closed
620	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$16K	0	–	Closed
621	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$16.1M	0	–	Closed
622	PC Pier Capital Stamford, Connecticut	$0	-$14.7M	0	–	Closed
623	PM Platinum Management New York	$0	+$265M	1	0%	New
624	PCM Proxima Capital Management New York	$0	-$4.23M	0	–	Closed
625	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$216K	0	–	Closed