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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	MCG Meru Capital Group New York	$4.22M	-$3.77M	1	1.19%	Reduced
202	Oppenheimer & Co New York	$4.17M	+$638K	3	0.13%	Increased
203	Scout Investments Kansas City, Missouri	$4.14M	-$136K	2	0.05%	Reduced
204	Wasatch Advisors Salt Lake City, Utah	$4.13M	+$1.63M	1	0.04%	Increased
205	SCM Stevens Capital Management Radnor, Pennsylvania	$4.09M	-$695K	2	0.11%	Reduced
206	Stifel Financial St. Louis, Missouri	$4.04M	-$595K	3	0.04%	Reduced
207	ING Group Amsterdam, Netherlands	$3.99M	-$467K	1	0.02%	Reduced
208	Axa Paris, France	$3.94M	-$4.65M	1	0.02%	Reduced
209	Jennison Associates New York	$3.85M	-$800K	2	0%	Reduced
210	SAM Symphony Asset Management San Francisco, California	$3.8M	+$1M	2	0.4%	Increased
211	MC Maplelane Capital New York	$3.78M	-$7.98M	1	0.24%	Reduced
212	BA Bard Associates Chicago, Illinois	$3.75M	-$12.8K	1	1.48%	Reduced
213	DC Deere & Company Moline, Illinois	$3.59M	+$115K	2	0.2%	Increased
214	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.51M	+$1.93M	2	0.02%	Increased
215	Bank of Montreal Toronto, Ontario, Canada	$3.49M	-$207K	8	0%	Reduced
216	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.47M	+$3.29M	1	0.05%	New
217	Ignis Investment Services Edinburgh, United Kingdom	$3.46M	+$1.13M	1	0.12%	Increased
218	HighTower Advisors Chicago, Illinois	$3.41M	-$41.5K	1	0.06%	Reduced
219	PP PDT Partners New York	$3.4M	-$7.51M	3	0.09%	Reduced
220	EI EAM Investors Solana Beach, California	$3.35M	-$524K	1	0.64%	Reduced
221	PP Patten & Patten Chattanooga, Tennessee	$3.32M	-$61.2K	1	0.54%	Reduced
222	SWM Segment Wealth Management Houston, Texas	$3.17M	-$578K	1	1.23%	Reduced
223	PC Pier Capital Stamford, Connecticut	$3.15M	-$333K	1	0.45%	Reduced
224	CCM Coe Capital Management Highland Park, Illinois	$3.13M	-$2.27M	1	1.12%	Reduced
225	PRC Platte River Capital Denver, Colorado	$3.06M	-$1.44M	1	0.46%	Reduced