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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	RS Investment Management San Francisco, California	$3.7M	$0	1	0.03%	Maintained
202	BNP Paribas Financial Markets Paris, France	$3.63M	-$1.22M	3	0.01%	Reduced
203	Jefferies Group New York	$3.58M	+$260K	2	0.02%	Increased
204	Tocqueville Asset Management New York	$3.58M	-$3.77M	1	0.04%	Reduced
205	TPSF Texas Permanent School Fund Austin, Texas	$3.57M	-$33K	3	0.04%	Reduced
206	BA Bard Associates Chicago, Illinois	$3.53M	+$2.6K	1	1.65%	Increased
207	HighTower Advisors Chicago, Illinois	$3.38M	-$104K	1	0.05%	Reduced
208	LOM Loeb Offshore Management New York	$3.36M	-$3.83M	1	0.61%	Reduced
209	Great Lakes Advisors Chicago, Illinois	$3.26M	+$1.22M	1	0.1%	Increased
210	Raymond James & Associates St Petersburg, Florida	$3.17M	+$617K	3	0.02%	Increased
211	SWM Segment Wealth Management Houston, Texas	$3.17M	-$743K	1	1.21%	Reduced
212	ICRM Insight Capital Research & Management Walnut Creek, California	$3.15M	+$2.83M	1	0.81%	New
213	MHP Manatuck Hill Partners Westport, Connecticut	$3.14M	$0	1	0.69%	Maintained
214	Oppenheimer & Co New York	$3.12M	-$911K	1	0.09%	Reduced
215	Creative Planning Overland Park, Kansas	$3.12M	+$2.35M	4	0.03%	Increased
216	Stifel Financial St. Louis, Missouri	$3.1M	-$563K	2	0.02%	Reduced
217	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.07M	-$1.1M	1	0.58%	Reduced
218	HCM Horrell Capital Management Little Rock, Arkansas	$3.06M	+$1.31M	2	1.34%	Increased
219	MC Maplelane Capital New York	$3.05M	-$4.43M	3	0.11%	Reduced
220	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$3.01M	+$68.3K	1	0.37%	Increased
221	Hood River Capital Management Palm Beach Gardens, Florida	$2.96M	+$9.48K	1	0.37%	Increased
222	Credit Agricole Montrouge Cedex, France	$2.95M	+$651K	2	0.01%	Increased
223	Caxton Associates (New York) New York	$2.91M	+$2.5M	1	0.23%	New
224	SG Americas Securities New York	$2.87M	-$340K	4	0.01%	Reduced
225	Global X Management Company New York	$2.86M	-$229K	1	0.16%	Reduced