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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
301	CIBC World Market Toronto, Ontario, Canada	$3.33M	+$2.68M	3	0.02%	Increased
302	Wolverine Trading Chicago, Illinois	$3.25M	+$320K	3	0.01%	Increased
303	SIM Spark Investment Management New York	$3.24M	-$2.2M	3	0.15%	Reduced
304	BAM Blueshift Asset Management Red Bank, New Jersey	$3.19M	+$2.5M	2	0.45%	Increased
305	AA AlphaMark Advisors Ft. Wright, Kentucky	$3.17M	+$3.4M	1	1.34%	Increased
306	MUFG Securities EMEA London, United Kingdom	$3.15M	+$2.93M	2	0.04%	Increased
307	Tudor Investment Corp Stamford, Connecticut	$3.07M	+$1.58M	5	0.13%	Increased
308	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.05M	+$10.2K	9	0%	Increased
309	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.03M	+$3.24M	1	1.29%	New
310	AMG National Trust Bank Greenwood Village, Colorado	$3.03M	-$136K	1	0.19%	Reduced
311	Capital Markets Trading (UK) London, United Kingdom	$3M	-$3.91M	1	0.17%	Reduced
312	Atria Investments Charlotte, North Carolina	$2.99M	+$1.03M	1	0.13%	Increased
313	Trexquant Investment Stamford, Connecticut	$2.99M	+$1M	4	0.21%	Increased
314	LPL Financial San Diego, California	$2.97M	-$439K	5	0.01%	Reduced
315	ACI AMP Capital Investors Sydney, Australia	$2.95M	-$769K	2	0.02%	Reduced
316	SCA Summit Creek Advisors Minneapolis, Minnesota	$2.94M	-$57.2K	1	0.52%	Reduced
317	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.94M	-$136K	1	0.35%	Reduced
318	BB&T Securities Richmond, Virginia	$2.93M	+$196K	3	0.03%	Increased
319	FRM Foundation Resource Management Little Rock, Arkansas	$2.93M	-$294K	1	0.61%	Reduced
320	AR Advisory Research Chicago, Illinois	$2.92M	-$1.77M	2	0.06%	Reduced
321	Hotchkis & Wiley Capital Management Los Angeles, California	$2.91M	+$2.89M	1	0.01%	New
322	EWM Executive Wealth Management Brighton, Michigan	$2.89M	+$531K	3	0.52%	Increased
323	Quadrature Capital London, United Kingdom	$2.84M	+$2.92M	2	0.24%	New
324	CG Cutler Group San Francisco, California	$2.83M	+$886K	7	0.29%	Increased
325	Assenagon Asset Management Senningerberg, Luxembourg	$2.8M	-$3.04M	2	0.03%	Reduced