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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	First Trust Advisors Wheaton, Illinois	$5.86M	-$528K	6	0.02%	Reduced
202	CCM Coe Capital Management Highland Park, Illinois	$5.78M	+$698K	3	1.99%	Increased
203	MHP Manatuck Hill Partners Westport, Connecticut	$5.64M	-$2.81M	2	2.49%	Reduced
204	GPCM Greenbrier Partners Capital Management Dallas, Texas	$5.64M	$0	1	1.55%	Maintained
205	SoftBank Group Tokyo, Japan	$5.64M	-$4.77M	1	0.04%	Reduced
206	Canada Life Winnipeg, Manitoba, Canada	$5.64M	+$4.98M	7	0.02%	Increased
207	Weiss Multi-Strategy Advisers New York	$5.63M	-$2.39M	1	0.44%	Reduced
208	Scout Investments Kansas City, Missouri	$5.55M	$0	2	0.15%	Maintained
209	Wasatch Advisors Salt Lake City, Utah	$5.51M	+$2.69M	1	0.08%	Increased
210	GCM Goldman Capital Management New York	$5.45M	+$78K	1	4.69%	Increased
211	KCM Kingdon Capital Management New York	$5.45M	+$1.66M	1	0.3%	Increased
212	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.34M	+$2.26M	3	0.8%	Increased
213	AL Airain Ltd St. Peter Port, Guernsey	$5.29M	-$3.31M	2	0.31%	Reduced
214	FPC Falcon Point Capital San Francisco, California	$5.2M	+$5.33M	1	0.9%	New
215	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.2M	-$17.2M	1	0.24%	Reduced
216	Virtu KCG Holdings New York	$5.15M	+$2.4M	4	0.11%	Increased
217	Group One Trading Chicago, Illinois	$5.12M	-$556K	6	0.06%	Reduced
218	Loews Corp New York	$5.08M	$0	1	0.04%	Maintained
219	US Bancorp Minneapolis, Minnesota	$5.05M	+$601K	8	0.02%	Increased
220	Fisher Asset Management Camas, Washington	$4.99M	-$663K	3	0.01%	Reduced
221	Bank of Montreal Toronto, Ontario, Canada	$4.91M	-$2.29M	9	0.01%	Reduced
222	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.85M	+$5.22M	2	6.58%	New
223	NIMC NWQ Investment Management Company Los Angeles, California	$4.85M	+$1.01M	1	0.08%	Increased
224	TCM Timpani Capital Management Milwaukee, Wisconsin	$4.85M	-$4.73M	3	2.05%	Reduced
225	SEI Investments Oaks, Pennsylvania	$4.61M	-$1.13M	6	0.03%	Reduced