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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	YCMGA York Capital Management Global Advisors New York	$8.14M	+$8.08M	1	0.36%	New
202	Allianz Asset Management Munich, Germany	$7.92M	-$6.28M	4	0.01%	Reduced
203	Needham Investment Management New York	$7.72M	+$958K	3	2.63%	Increased
204	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.68M	+$602K	1	0.84%	Increased
205	Walleye Trading New York	$7.55M	-$4.07M	4	0.06%	Reduced
206	AIS AlphaOne Investment Services West Chester, Pennsylvania	$7.53M	+$5.44M	1	4.51%	Increased
207	HA H2O AM London, United Kingdom	$7.34M	-$2.85M	1	0.92%	Reduced
208	Putnam Investments Boston, Massachusetts	$7.18M	+$2.1M	3	0.02%	Increased
209	Squarepoint New York	$7.16M	-$2.21M	6	0.08%	Reduced
210	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.08M	+$61.5K	8	0.13%	Increased
211	Waratah Capital Advisors Toronto, Ontario, Canada	$7.04M	-$11.5M	1	0.74%	Reduced
212	SFM Systematic Financial Management Teaneck, New Jersey	$7.03M	-$10.6M	3	0.24%	Reduced
213	KMC Kirr Marbach & Co Columbus, Indiana	$6.96M	-$67.8K	1	1.69%	Reduced
214	MPM Meritage Portfolio Management Overland Park, Kansas	$6.95M	+$5.9M	1	0.7%	New
215	Moore Capital Management New York	$6.91M	+$7.18M	1	0.21%	New
216	PP Patten & Patten Chattanooga, Tennessee	$6.84M	-$347K	2	0.75%	Reduced
217	CC Carlson Capital Dallas, Texas	$6.73M	+$5.71M	1	0.12%	New
218	CEP Chicago Equity Partners Chicago, Illinois	$6.72M	-$2.59M	2	0.26%	Reduced
219	HAM Hillcrest Asset Management Plano, Texas	$6.69M	+$1.77M	1	1.07%	Increased
220	Advisors Capital Management Ridgewood, New Jersey	$6.67M	-$633K	2	0.42%	Reduced
221	ARM Adirondack Research & Management Guilderland, New York	$6.65M	-$1.17M	3	4.14%	Reduced
222	DBG De Burlo Group Boston, Massachusetts	$6.4M	+$2.42M	1	1.29%	Increased
223	BA Bard Associates Chicago, Illinois	$6.36M	-$79.5K	1	3.21%	Reduced
224	MC Maplelane Capital New York	$6.28M	+$6.03M	1	0.18%	Increased
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.14M	+$204K	5	0.12%	Increased