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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
201	Palisade Capital Management Fort Lee, New Jersey	$3.94M	-$5.83K	1	0.11%	Reduced
202	VOYA Investment Management Atlanta, Georgia	$3.87M	$0	4	0.01%	Maintained
203	Aperio Group Sausalito, California	$3.8M	+$380K	3	0.07%	Increased
204	Paradigm Capital Management Inc Albany, New York	$3.79M	-$3.94M	1	0.23%	Reduced
205	Los Angeles Capital Management Los Angeles, California	$3.73M	+$408K	1	0.05%	Increased
206	QS Batterymarch Financial Management New York	$3.69M	$0	1	0.08%	Maintained
207	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.62M	+$118K	1	0.3%	Increased
208	SWM Segment Wealth Management Houston, Texas	$3.59M	+$3.35M	1	1.96%	New
209	LPL Financial San Diego, California	$3.43M	+$1.38M	2	0.02%	Increased
210	PFG Piershale Financial Group Barrington, Illinois	$3.42M	-$927K	2	3.1%	Reduced
211	WG Winchester Group New York	$3.4M	-$180K	1	0.75%	Reduced
212	AIS AlphaOne Investment Services West Chester, Pennsylvania	$3.39M	-$11.2M	2	0.87%	Reduced
213	SM Senvest Management New York	$3.38M	$0	1	0.38%	Maintained
214	GMCM Gruber & McBaine Capital Management San Francisco, California	$3.27M	+$829K	3	0.99%	Increased
215	ACM Argent Capital Management St Louis, Missouri	$3.27M	+$3.45M	1	0.2%	New
216	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.17M	-$6.21M	2	0.12%	Reduced
217	AP Alydar Partners Boston, Massachusetts	$3.12M	-$23.6M	1	0.26%	Reduced
218	Capital Fund Management (CFM) Paris, France	$3M	-$2.53M	2	0.04%	Reduced
219	CAM Capstone Asset Management Houston, Texas	$2.94M	+$92K	5	0.07%	Increased
220	MCG Meru Capital Group New York	$2.94M	+$2.13M	1	0.73%	New
221	LAM Lapides Asset Management Greenwich, Connecticut	$2.91M	$0	1	0.39%	Maintained
222	Anchor Capital Advisors Boston, Massachusetts	$2.9M	-$937K	1	0.06%	Reduced
223	Granahan Investment Management Waltham, Massachusetts	$2.87M	-$329K	1	0.08%	Reduced
224	Baker Avenue Asset Management San Francisco, California	$2.84M	+$152K	2	0.6%	Increased
225	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.8M	-$3.32M	1	0.51%	Reduced