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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	Canada Life Winnipeg, Manitoba, Canada	$8.64M	-$1.83M	4	0.02%	Reduced
202	Scout Investments Kansas City, Missouri	$8.56M	-$754K	1	0.17%	Reduced
203	SST S Squared Technology New York	$8.54M	+$195K	2	7.52%	Increased
204	Citigroup New York	$8.54M	-$6.57M	9	0.01%	Reduced
205	Man Group London, United Kingdom	$8.48M	-$2.44M	4	0.03%	Reduced
206	Sit Investment Associates Minneapolis, Minnesota	$8.31M	+$1.59M	2	0.26%	Increased
207	HA H2O AM London, United Kingdom	$8.19M	-$2.11M	1	1.4%	Reduced
208	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.12M	+$32.1K	1	0.86%	Increased
209	Nordea Investment Management Stockholm, Sweden	$8.06M	+$135K	2	0.02%	Increased
210	Public Employees Retirement Association of Colorado Denver, Colorado	$7.93M	+$147K	6	0.05%	Increased
211	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$7.83M	+$8.48M	2	0.73%	New
212	William Blair & Company Chicago, Illinois	$7.77M	+$308K	3	0.04%	Increased
213	QS Investors New York	$7.75M	+$302K	4	0.08%	Increased
214	FCM Firsthand Capital Management San Jose, California	$7.75M	$0	1	3.13%	Maintained
215	Jefferies Group New York	$7.71M	+$2.84M	4	0.06%	Increased
216	Calamos Advisors Naperville, Illinois	$7.69M	$0	1	0.04%	Maintained
217	Scotia Capital Toronto, Ontario, Canada	$7.64M	+$6.38M	1	0.09%	Increased
218	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.49M	+$204M	5	0.15%	Increased
219	Boothbay Fund Management New York	$7.47M	+$368K	4	0.69%	Increased
220	GAI General American Investors New York	$7.23M	-$1.13M	1	0.71%	Reduced
221	AAM AO Asset Management New York	$7.14M	-$17.7M	1	0.7%	Reduced
222	Weiss Asset Management Boston, Massachusetts	$7.12M	+$2.03M	1	0.57%	Increased
223	LPL Financial San Diego, California	$6.88M	+$1.3M	5	0.01%	Increased
224	ACM Argent Capital Management St Louis, Missouri	$6.86M	-$383K	3	0.25%	Reduced
225	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.81M	+$5.24M	1	1.21%	Increased