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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
326	SRC Shufro Rose & Co New York	$905K	+$33.3K	1	0.1%	Increased
327	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$902K	-$96.2K	1	0.41%	Reduced
328	GPC Glacier Peak Capital Bellevue, Washington	$888K	+$838K	1	0.49%	New
329	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$875K	-$375K	2	0.03%	Reduced
330	TH Timber Hill Greenwich, Connecticut	$843K	+$857K	1	0%	New
331	HSBC Holdings London, United Kingdom	$823K	-$379K	1	0%	Reduced
332	SGH Schonfeld Group Holdings Jericho, New York	$820K	+$760K	1	0.31%	New
333	FA FDx Advisors Chicago, Illinois	$800K	+$445K	1	0.08%	Increased
334	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$800K	$0	1	0.09%	Maintained
335	EMG Ellington Management Group Old Greenwich, Connecticut	$783K	+$381K	1	0.28%	Increased
336	BIG Blackthorn Investment Group Overland Park, Kansas	$775K	-$128K	2	0.28%	Reduced
337	FMT First Mercantile Trust Cordova, Tennessee	$762K	-$29.5K	4	0.06%	Reduced
338	KeyBank National Association Cleveland, Ohio	$736K	+$153K	2	0%	Increased
339	OA OFI Advisors Philadelphia, Pennsylvania	$726K	+$136K	4	0.06%	Increased
340	WIS Wright Investors Service Shelton, Connecticut	$720K	+$311K	1	0.32%	Increased
341	LIM Leavell Investment Management Mobile, Alabama	$718K	-$25.2K	1	0.12%	Reduced
342	Axiom Investors Greenwich, Connecticut	$716K	-$1.7M	1	0.02%	Reduced
343	FCI Financial Counselors Inc Overland Park, Kansas	$675K	+$5.22K	1	0.05%	Increased
344	SIC Schwartz Investment Counsel Plymouth, Michigan	$675K	$0	1	0.05%	Maintained
345	Glenmede Trust Philadelphia, Pennsylvania	$671K	+$274K	4	0.01%	Increased
346	CL Croft-Leominster Baltimore, Maryland	$636K	+$45.3K	2	0.1%	Increased
347	TM Tiger Management New York	$626K	+$580K	1	0.19%	New
348	WA Winfield Associates Cleveland, Ohio	$620K	+$617K	1	0.51%	New
349	Fifth Third Bancorp Cincinnati, Ohio	$614K	+$49K	2	0.01%	Increased
350	CPA Court Place Advisors Ellicott City, Maryland	$606K	+$562K	1	0.46%	New