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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
176	Castleark Management Chicago, Illinois	$5.2M	+$1.31M	1	0.15%	Increased
177	LOM Loeb Offshore Management New York	$5.2M	+$2.97M	1	1.6%	Increased
178	First Trust Advisors Wheaton, Illinois	$5.08M	+$1.92M	3	0.03%	Increased
179	BLM Bennett Lawrence Management New York	$5.04M	+$4.54M	1	0.82%	New
180	KRC Kingdom Ridge Capital White Plains, New York	$5M	-$28.2M	1	1.81%	Reduced
181	BlackRock Group London, United Kingdom	$4.97M	+$628K	5	0%	Increased
182	BA Bard Associates Chicago, Illinois	$4.91M	-$4.65K	1	2.17%	Reduced
183	DCM Decade Capital Management New York	$4.89M	+$4.76M	1	0.28%	New
184	BA Broadview Advisors Milwaukee, Wisconsin	$4.86M	-$4.51M	1	0.56%	Reduced
185	AGF Investments Inc Toronto, Ontario, Canada	$4.81M	$0	1	0.05%	Maintained
186	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$4.76M	+$2.55M	2	3.38%	Increased
187	BlackRock Advisors Wilmington, Delaware	$4.74M	+$256K	6	0%	Increased
188	Federated Hermes Pittsburgh, Pennsylvania	$4.72M	+$307K	2	0.02%	Increased
189	DIA Denver Investment Advisors Denver, Colorado	$4.71M	-$346K	1	0.1%	Reduced
190	Nuveen Charlotte, North Carolina	$4.65M	+$617K	4	0.03%	Increased
191	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$4.6M	+$4.45M	1	1.02%	New
192	ProShare Advisors Bethesda, Maryland	$4.58M	-$27.3K	5	0.11%	Reduced
193	Chilton Investment Company Stamford, Connecticut	$4.41M	+$51K	1	0.12%	Increased
194	Massachusetts Financial Services Boston, Massachusetts	$4.29M	+$448K	1	0%	Increased
195	PCM Proxima Capital Management New York	$4.23M	+$3.07M	1	0.89%	New
196	Arizona State Retirement System Phoenix, Arizona	$4.16M	+$41.7K	3	0.05%	Increased
197	Canada Life Winnipeg, Manitoba, Canada	$4.06M	+$2.82M	2	0.02%	Increased
198	ACI AMP Capital Investors Sydney, Australia	$4.05M	-$2.92M	2	0.03%	Reduced
199	Macquarie Group Sydney, NSW 2000, Australia	$4M	+$972K	3	0.01%	Increased
200	EGM Espalier Global Management New York	$4M	-$10.6M	1	0.42%	Reduced