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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
651	BCM Bienville Capital Management New York	$1.27M	-$9.93M	1	0.31%	Reduced
652	VI Versor Investments New York	$1.26M	+$192K	3	0.22%	Increased
653	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.26M	-$63.8K	1	0.21%	Reduced
654	WSCM Wellington Shields Capital Management New York	$1.24M	$0	1	0.22%	Maintained
655	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.24M	$0	1	0.1%	Maintained
656	IIM Ironwood Investment Management Boston, Massachusetts	$1.23M	+$11.3K	1	0.61%	Increased
657	Sequoia Financial Advisors Akron, Ohio	$1.22M	+$22.9K	1	0.01%	Increased
658	Zacks Investment Management Chicago, Illinois	$1.21M	+$897K	1	0.01%	New
659	OGC One68 Global Capital New York	$1.2M	+$4.63M	1	0.64%	New
660	Empowered Funds Havertown, Pennsylvania	$1.2M	+$1.04M	4	0.02%	New
661	PCM Perkins Capital Management Wayzata, Minnesota	$1.2M	-$43.1K	1	1.06%	Reduced
662	BAM Bosun Asset Management Chicago, Illinois	$1.19M	+$162K	1	0.52%	Increased
663	AAM Aureus Asset Management Boston, Massachusetts	$1.18M	$0	1	0.08%	Maintained
664	Rockefeller Capital Management New York	$1.18M	-$57.1K	1	0%	Reduced
665	HCA Harbor Capital Advisors Chicago, Illinois	$1.16M	-$5.13M	4	0.05%	Reduced
666	Choreo LLC Rockford, Illinois	$1.15M	-$64.1M	3	0.02%	Reduced
667	IP Intellectus Partners San Francisco, California	$1.14M	-$248K	1	0.25%	Reduced
668	A AlphaQuest New York	$1.14M	+$428K	6	0.15%	Increased
669	GGHC Gilder Gagnon Howe & Co New York	$1.13M	+$1.05M	1	0.01%	New
670	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.12M	$0	1	0.02%	Maintained
671	Synovus Financial Columbus, Georgia	$1.1M	-$7.56K	1	0.01%	Reduced
672	Smithfield Trust Pittsburgh, Pennsylvania	$1.1M	+$8.52K	2	0.05%	Increased
673	SPA Sherbrooke Park Advisers White Plains, New York	$1.09M	+$667K	3	0.35%	Increased
674	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.07M	+$1.06M	1	0.25%	New
675	Laird Norton Wetherby Wealth Management San Francisco, California	$1.06M	+$18.2K	2	0.05%	Increased