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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
151	UBS AM Chicago, Illinois	$6.93M	-$467K	4	0.01%	Reduced
152	LCP Lamond Capital Partners San Francisco, California	$6.88M	+$8.07M	1	7.64%	New
153	MC Maplelane Capital New York	$6.87M	+$2.44M	2	0.25%	Increased
154	Palisade Capital Management Fort Lee, New Jersey	$6.85M	-$1.1M	2	0.17%	Reduced
155	Hennessy Advisors Inc Novato, California	$6.82M	+$1.9M	1	0.2%	Increased
156	PC Passport Capital San Francisco, California	$6.78M	+$6.22M	1	0.1%	New
157	Trillium Asset Management Boston, Massachusetts	$6.64M	+$151K	1	0.57%	Increased
158	First Trust Advisors Wheaton, Illinois	$6.52M	+$1.75M	4	0.03%	Increased
159	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.48M	-$156K	6	0.05%	Reduced
160	Granahan Investment Management Waltham, Massachusetts	$6.36M	$0	1	0.2%	Maintained
161	State of Michigan Retirement System Lansing, Michigan	$6.34M	+$8.13K	3	0.04%	Increased
162	VAS Valicenti Advisory Services Elmira, New York	$6.28M	+$719K	2	3.84%	Increased
163	Royal Bank of Canada Toronto, Ontario, Canada	$6.09M	+$1.96M	7	0%	Increased
164	Group One Trading Chicago, Illinois	$5.91M	+$795K	2	0.09%	Increased
165	TCM Tygh Capital Management Portland, Oregon	$5.84M	+$216K	1	1.28%	Increased
166	TCM Tieton Capital Management Yakima, Washington	$5.8M	-$117K	1	4.25%	Reduced
167	Swiss National Bank Zurich, Switzerland	$5.74M	-$72.7K	5	0.02%	Reduced
168	Comerica Bank Dallas, Texas	$5.73M	+$198K	4	0.05%	Increased
169	Baird Milwaukee, Wisconsin	$5.72M	-$1.32M	3	0.08%	Reduced
170	Maverick Capital Dallas, Texas	$5.65M	-$28.5M	1	0.08%	Reduced
171	OFC Open Field Capital New York, United States	$5.65M	-$2.26M	1	8.48%	Reduced
172	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$5.57M	-$1.38M	1	0.69%	Reduced
173	RSCM Rail-Splitter Capital Management Chicago, Illinois	$5.53M	+$6.48M	1	1.82%	New
174	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.53M	+$5.73M	1	0.13%	Increased
175	Spot Trading Chicago, Illinois	$5.53M	-$4.14M	2	0.03%	Reduced