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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
701	Calamos Wealth Management Naperville, Illinois	$11M	+$10.3M	2	0.33%	New
702	Laird Norton Wetherby Trust Company Seattle, Washington	$11M	+$263K	5	0.21%	Increased
703	FFL Future Fund LLC Chicago, Illinois	$11M	+$4.79M	2	3.15%	Increased
704	Bridgeway Capital Management Houston, Texas	$10.9M	-$3.66M	3	0.19%	Reduced
705	GJL Gendell Jeffrey L	$10.9M	$0	1	0.1%	Maintained
706	B. Metzler seel. Sohn & Co Frankfurt, Germany	$10.9M	-$1.12M	3	0.09%	Reduced
707	GAMMA Investing Foster City, California	$10.8M	+$383K	8	0.4%	Increased
708	CCS Concentric Capital Strategies Stamford, Connecticut	$10.8M	-$218K	5	0.6%	Reduced
709	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$10.8M	-$10.2M	1	0.57%	Reduced
710	JGC J. Goldman & Co New York	$10.8M	+$8.63M	5	0.28%	Increased
711	Great Lakes Advisors Chicago, Illinois	$10.8M	-$10.2M	2	0.08%	Reduced
712	Select Equity Group New York	$10.8M	+$4.51M	1	0.05%	Increased
713	JWCA J.W. Cole Advisors Tampa, Florida	$10.8M	+$1.92M	7	0.18%	Increased
714	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$10.7M	-$7.7M	1	0.54%	Reduced
715	CMF Counterpoint Mutual Funds San Diego, California	$10.7M	-$1.48M	4	1.06%	Reduced
716	DM Diker Management New York	$10.7M	-$5.6M	2	8.24%	Reduced
717	CAS Coppell Advisory Solutions Coppell, Texas	$10.6M	+$22.6K	1	0.87%	New
718	SC Shay Capital New York	$10.5M	+$8.66M	4	0.68%	Increased
719	TC Trilogy Capital Irvine, California	$10.5M	+$686K	3	0.41%	Increased
720	Burney Company Reston, Virginia	$10.5M	+$1.65M	3	0.28%	Increased
721	HA Heartland Advisors Milwaukee, Wisconsin	$10.4M	$0	1	0.46%	Maintained
722	ArrowMark Colorado Holdings Denver, Colorado	$10.3M	+$7.51M	1	0.43%	New
723	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$10.3M	-$8.37M	5	0.78%	Reduced
724	Old Mission Capital Chicago, Illinois	$10.3M	+$10M	1	0.16%	New
725	Quantbot Technologies New York	$10.3M	+$3.1M	6	0.41%	Increased