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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	PP Patten & Patten Chattanooga, Tennessee	$7.41M	-$331K	1	0.85%	Reduced
202	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.36M	+$2.45M	6	0.06%	Increased
203	DCM Divisar Capital Management San Francisco, California	$7.3M	+$1.36M	1	3.97%	Increased
204	BA Bard Associates Chicago, Illinois	$7.15M	-$778K	1	3.32%	Reduced
205	MPA Marvin & Palmer Associates Wilmington, Delaware	$7.06M	-$4.14M	1	5.13%	Reduced
206	GH GAM Holding Zurich, Switzerland	$7.03M	+$6.94M	2	0.11%	New
207	Simplex Trading Chicago, Illinois	$7.03M	+$5.65M	7	0.3%	Increased
208	SCM SG Capital Management Chicago, Illinois	$6.97M	+$7.24M	1	1.7%	New
209	SC Shellback Capital Boston, Massachusetts	$6.88M	-$12.4M	2	0.62%	Reduced
210	KIP Kayak Investment Partners San Francisco, California	$6.82M	+$494K	1	3.35%	Increased
211	TPSF Texas Permanent School Fund Austin, Texas	$6.71M	+$18.8K	4	0.09%	Increased
212	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.66M	-$1.28M	2	0.28%	Reduced
213	FPC Falcon Point Capital San Francisco, California	$6.6M	-$13.7M	1	0.88%	Reduced
214	MTIP Magee Thomson Investment Partners San Diego, California	$6.32M	-$1.43M	2	2.44%	Reduced
215	CCI Columbus Circle Investors	$6.31M	+$6.31M	2	0.09%	New
216	FIMG Financial & Investment Management Group Traverse City, Michigan	$6.26M	+$265K	1	2.12%	Increased
217	BBCM Boardman Bay Capital Management New York	$6.19M	+$4.58M	3	5.24%	Increased
218	TCM Tieton Capital Management Yakima, Washington	$6.18M	-$129K	1	5.36%	Reduced
219	HH HWG Holdings Houston, Texas	$6.17M	+$4.34M	1	7.79%	New
220	Needham Investment Management New York	$6.13M	$0	1	1.58%	Maintained
221	Madison Investment Holdings Madison, Wisconsin	$6.11M	+$6.35M	1	0.11%	New
222	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$6.08M	+$5.96M	1	0.37%	New
223	Segall Bryant & Hamill Chicago, Illinois	$5.99M	+$607K	1	0.14%	Increased
224	GPCM Granite Point Capital Management Boston, Massachusetts	$5.97M	+$4.47M	4	1.78%	Increased
225	CCP Clough Capital Partners Boston, Massachusetts	$5.86M	+$4.84M	1	0.37%	New