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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
1076	OMC Overbrook Management Corp New York	$3.27M	+$2.93M	1	0.49%	New
1077	SM Selkirk Management Chatham, New Jersey	$3.26M	+$2.37M	1	1.02%	New
1078	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.26M	+$306K	2	0.3%	Increased
1079	LF Longbow Finance Lutry, Switzerland	$3.26M	+$266K	1	0.42%	Increased
1080	QF QVT Financial New York	$3.26M	+$1.01M	4	0.19%	Increased
1081	TL Tradewinds LLC Raleigh, North Carolina	$3.26M	+$2.61M	2	0.73%	Increased
1082	HAM Harber Asset Management Asheville, North Carolina	$3.23M	$0	1	1.94%	Maintained
1083	T TOBAM Paris, France	$3.23M	+$521K	2	0.78%	Increased
1084	Vest Financial Mclean, Virginia	$3.22M	+$565K	2	0.03%	Increased
1085	MAG MRA Advisory Group Parsippany, New Jersey	$3.21M	+$731K	2	1.17%	Increased
1086	MAM Meeder Asset Management Dublin, Ohio	$3.19M	+$356K	4	0.16%	Increased
1087	WR WD Rutherford Portland, Oregon	$3.19M	+$623K	1	1.16%	Increased
1088	TI TrueMark Investments Chicago, Illinois	$3.19M	-$1.98M	1	0.4%	Reduced
1089	MK MASTERINVEST Kapitalanlage Vienna,	$3.18M	+$696K	3	0.27%	Increased
1090	Pallas Capital Advisors Braintree, Massachusetts	$3.17M	-$132K	4	0.1%	Reduced
1091	Smithfield Trust Pittsburgh, Pennsylvania	$3.16M	-$32K	3	0.13%	Reduced
1092	SPWM Straight Path Wealth Management Jenison, Michigan	$3.16M	-$29.6K	2	0.74%	Reduced
1093	GS GWN Securities Palm Beach Gardens, Florida	$3.13M	+$895K	4	0.52%	Increased
1094	FRM Fox Run Management Greenwich, Connecticut	$3.11M	+$1.72M	5	0.52%	Increased
1095	FMI Frec Markets Inc San Francisco, California	$3.11M	+$721K	5	0.28%	Increased
1096	LCGC Legacy Capital Group California Los Gatos, California	$3.11M	+$2.22M	4	0.94%	Increased
1097	PAMS Pinpoint Asset Management (Singapore) Singapore,	$3.11M	-$2.82M	3	0.63%	Reduced
1098	PCM Perkins Capital Management Wayzata, Minnesota	$3.09M	$0	1	2.32%	Maintained
1099	CCM Candelo Capital Management New York	$3.03M	-$713K	1	1.87%	Reduced
1100	IC IKE Capital New York	$3.02M	-$199K	1	1.59%	Reduced