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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	LPL Financial San Diego, California	$4.12M	+$73.3K	2	0.03%	Increased
202	ZAM Zenit Asset Management Stockholm, Sweden	$4.07M	+$3.76M	1	0.71%	New
203	DIA Denver Investment Advisors Denver, Colorado	$4M	-$499K	1	0.11%	Reduced
204	Highbridge Capital Management New York	$3.98M	+$3.04M	2	0.05%	Increased
205	MWR McAdams Wright Ragen Seattle, Washington	$3.94M	-$8.86M	1	0.26%	Reduced
206	LOAMU Lombard Odier Asset Management (USA) New York	$3.91M	+$3.98M	1	0.17%	New
207	BLM Bennett Lawrence Management New York	$3.91M	-$908K	1	0.6%	Reduced
208	GMCM Gruber & McBaine Capital Management San Francisco, California	$3.83M	+$760K	4	1%	Increased
209	PP PDT Partners New York	$3.74M	-$26.6M	3	0.45%	Reduced
210	VOYA Investment Management Atlanta, Georgia	$3.68M	$0	4	0.01%	Maintained
211	HighTower Advisors Chicago, Illinois	$3.65M	-$3.38M	1	0.08%	Reduced
212	SWM Segment Wealth Management Houston, Texas	$3.59M	$0	1	1.77%	Maintained
213	Arizona State Retirement System Phoenix, Arizona	$3.58M	-$434K	3	0.04%	Reduced
214	QS Batterymarch Financial Management New York	$3.51M	-$27.6K	1	0.07%	Reduced
215	Canada Life Winnipeg, Manitoba, Canada	$3.38M	-$699K	5	0.01%	Reduced
216	CEP Chicago Equity Partners Chicago, Illinois	$3.38M	+$1.84M	1	0.1%	Increased
217	ProShare Advisors Bethesda, Maryland	$3.31M	-$1.22M	2	0.05%	Reduced
218	Baird Milwaukee, Wisconsin	$3.26M	+$1.44M	2	0.06%	Increased
219	SM Senvest Management New York	$3.22M	$0	1	0.28%	Maintained
220	CIBC World Market Toronto, Ontario, Canada	$3.17M	+$300K	1	0.01%	Increased
221	Oppenheimer & Co New York	$3.12M	-$225K	2	0.1%	Reduced
222	Two Sigma Advisers New York	$3.03M	-$4.04M	1	0.03%	Reduced
223	Profund Advisors Bethesda, Maryland	$3.03M	+$547K	4	0.14%	Increased
224	Global X Management Company New York	$2.97M	$0	1	0.25%	Maintained
225	SCM Suffolk Capital Management New York	$2.94M	+$563K	1	0.37%	Increased