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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	PEAK6 Group Chicago, Illinois	$994K	-$933K	3	0.01%	Reduced
327	JP Morgan Private Wealth Advisors San Francisco, California	$992K	+$77.1K	2	0.02%	Increased
328	Regions Financial Corp Birmingham, Alabama	$981K	+$492K	2	0.01%	Increased
329	US Bancorp Minneapolis, Minnesota	$970K	-$61.2K	5	0%	Reduced
330	VFA Virtus Fund Advisers Hartford, Connecticut	$963K	+$930K	6	0.01%	New
331	Ameritas Investment Partners Lincoln, Nebraska	$957K	+$96.4K	3	0.07%	Increased
332	EMG Ellington Management Group Old Greenwich, Connecticut	$946K	+$627K	2	0.44%	Increased
333	BB&T Securities Richmond, Virginia	$944K	-$24.2K	1	0.02%	Reduced
334	OppenheimerFunds New York	$943K	+$948K	1	0%	New
335	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$936K	-$117K	1	0.08%	Reduced
336	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$935K	+$864K	1	0.05%	New
337	Canada Life Winnipeg, Manitoba, Canada	$930K	-$4.76M	6	0%	Reduced
338	Bragg Financial Advisors Charlotte, North Carolina	$907K	$0	1	0.22%	Maintained
339	FM Forward Management San Francisco, California	$905K	+$197K	2	0.05%	Increased
340	PP Paloma Partners Greenwich, Connecticut	$896K	+$992K	3	0.04%	New
341	People's United Financial Bridgeport, Connecticut	$848K	+$721K	2	0.05%	Increased
342	ICAP Independence Capital Asset Partners Denver, Colorado	$841K	+$70K	1	0.12%	Increased
343	PCM Potomac Capital Management New York	$826K	+$958K	2	0.65%	New
344	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$825K	+$783K	1	0.02%	New
345	OA OFI Advisors Philadelphia, Pennsylvania	$819K	+$114K	4	0.06%	Increased
346	PCM Prelude Capital Management New York	$799K	+$578K	3	0.11%	Increased
347	Tudor Investment Corp Stamford, Connecticut	$787K	-$288K	2	0.03%	Reduced
348	RHBC R.H. Bluestein & Co Birmingham, Michigan	$786K	+$182K	1	0.05%	Increased
349	Verition Fund Management Greenwich, Connecticut	$783K	+$588K	2	0.08%	Increased
350	Catalyst Capital Advisors Huntington, New York	$781K	+$784K	1	0.13%	New