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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
351	US Bancorp Minneapolis, Minnesota	$1.04M	+$132K	5	0%	Increased
352	BB&T Securities Richmond, Virginia	$1.02M	+$9.81K	1	0.03%	Increased
353	SRC Shufro Rose & Co New York	$1.02M	$0	1	0.11%	Maintained
354	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.02M	$0	2	0.21%	Maintained
355	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.02M	+$766K	1	0.06%	New
356	SIM Spark Investment Management New York	$1.01M	-$47.5K	2	0.16%	Reduced
357	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1M	+$639K	2	0.12%	Increased
358	DTL Dynamic Technology Lab Singapore	$990K	+$749K	3	0.58%	Increased
359	CCA Castle Creek Arbitrage Avon, Colorado	$962K	-$607K	1	0.05%	Reduced
360	FMT First Mercantile Trust Cordova, Tennessee	$957K	+$265K	3	0.07%	Increased
361	Baker Avenue Asset Management San Francisco, California	$911K	+$477K	2	0.14%	Increased
362	Ameritas Investment Partners Lincoln, Nebraska	$910K	-$14.6K	2	0.07%	Reduced
363	JP Morgan Private Wealth Advisors San Francisco, California	$905K	+$880K	2	0.02%	New
364	HSBC Holdings London, United Kingdom	$897K	+$155K	1	0%	Increased
365	TH Timber Hill Greenwich, Connecticut	$896K	+$152K	2	0%	Increased
366	Magnetar Financial Evanston, Illinois	$894K	+$924K	1	0.02%	New
367	Bragg Financial Advisors Charlotte, North Carolina	$881K	$0	1	0.22%	Maintained
368	CC Centaurus Capital London, United Kingdom	$881K	+$900K	1	24.55%	New
369	Nisa Investment Advisors St. Louis, Missouri	$832K	$0	2	0.01%	Maintained
370	ICAP Independence Capital Asset Partners Denver, Colorado	$814K	+$614K	1	0.14%	New
371	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$796K	-$20.6K	1	0.35%	Reduced
372	ICM Ionic Capital Management New York	$786K	+$803K	1	0.03%	New
373	M&T Bank Buffalo, New York	$784K	+$781K	2	0.03%	Increased
374	TD Asset Management Toronto, Ontario, Canada	$775K	+$214K	2	0%	Increased
375	State of Tennessee, Department of Treasury Nashville, Tennessee	$758K	-$135K	1	0%	Reduced