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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	MTIP Magee Thomson Investment Partners San Diego, California	$9.83M	+$8.79M	2	3.1%	Increased
177	KG Killen Group Berwyn, Pennsylvania	$9.75M	-$2.6M	2	1.13%	Reduced
178	HAM Hillcrest Asset Management Plano, Texas	$9.74M	+$8.91M	1	2.44%	New
179	1CM 1492 Capital Management Milwaukee, Wisconsin	$9.7M	+$3.01M	6	8.2%	Increased
180	MCM McKinley Capital Management Anchorage, Alaska	$9.69M	+$1.31M	2	0.47%	Increased
181	USAA United Services Automobile Association San Antonio, Texas	$9.62M	-$8.59M	3	0.03%	Reduced
182	UBS O'Connor Chicago, Illinois	$9.59M	+$9.15M	1	0.1%	New
183	Point72 Asset Management Stamford, Connecticut	$9.58M	+$4.1M	3	0.07%	Increased
184	AGF Investments Inc Toronto, Ontario, Canada	$9.53M	-$1.48M	3	0.12%	Reduced
185	LOAMU Lombard Odier Asset Management (USA) New York	$9.41M	-$9.43M	1	1.28%	Reduced
186	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$9.11M	-$1.88M	1	6.07%	Reduced
187	MHP Manatuck Hill Partners Westport, Connecticut	$9.08M	+$2.53M	3	3.23%	Increased
188	SFM Systematic Financial Management Teaneck, New Jersey	$9.07M	-$2.12M	2	0.11%	Reduced
189	AL Airain Ltd St. Peter Port, Guernsey	$8.91M	+$8.92M	4	0.62%	Increased
190	GIPM G2 Investment Partners Management New York	$8.83M	+$5.75M	3	4.26%	Increased
191	SAM Symphony Asset Management San Francisco, California	$8.83M	+$2.67M	3	0.95%	Increased
192	Bank of Montreal Toronto, Ontario, Canada	$8.81M	-$2.82M	9	0.01%	Reduced
193	UBS Group Zurich, Switzerland	$8.73M	-$2.56M	8	0.01%	Reduced
194	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.66M	+$140K	9	0.01%	Increased
195	NIP Nicholas Investment Partners Rancho Santa Fe, California	$8.48M	+$2.8M	3	0.62%	Increased
196	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.21M	+$243K	8	0.06%	Increased
197	EverPoint Asset Management Stamford, Connecticut	$8.19M	+$2.96M	3	0.16%	Increased
198	Summit Partners Public Asset Management Boston, Massachusetts	$8.09M	+$6.93M	1	1.71%	New
199	Weiss Multi-Strategy Advisers New York	$8.05M	+$7.77M	2	0.35%	New
200	BNP Paribas Asset Management Paris, France	$8.04M	+$206K	2	0.07%	Increased