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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
376	GLRA Gerald L. Ray & Associates Dallas, Texas	$255K	+$219K	1	0.06%	New
377	GHC GETCO Holding Company Chicago, Illinois	$248K	+$234K	1	0.04%	New
378	Aristeia Capital Greenwich, Connecticut	$245K	+$205K	1	0.02%	New
379	GMIM General Motors Investment Management New York	$241K	+$243K	1	0.02%	New
380	HT HAP Trading New York	$240K	+$242K	1	0.01%	New
381	RCM Roc Capital Management	$239K	+$209K	2	0.76%	New
382	Quantbot Technologies New York	$234K	+$201K	1	0.12%	New
383	Creative Planning Overland Park, Kansas	$231K	+$215K	4	0.01%	New
384	Brown Brothers Harriman & Co New York	$226K	+$194K	1	0%	New
385	JCM Janney Capital Management Pittsburgh, Pennsylvania	$222K	+$224K	1	0.02%	New
386	Commerce Bank Kansas City, Missouri	$214K	+$215K	1	0%	New
387	Buckingham Strategic Wealth Clayton, Missouri	$207K	+$173K	1	0.12%	New
388	Salem Investment Counselors Winston Salem, North Carolina	$207K	+$178K	2	0.03%	New
389	SI SII Investments Appleton, Wisconsin	$203K	+$182K	2	0.04%	New
390	Truist Financial Charlotte, North Carolina	$202K	+$182K	1	0.01%	New
391	BCM Bluefin Capital Management New York	$200K	+$209K	1	0.02%	New
392	Panagora Asset Management Boston, Massachusetts	$197K	+$172K	3	0%	New
393	CD Carl Domino West Palm Beach, Florida	$186K	+$175K	1	0.1%	New
394	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$183K	+$173K	1	0.05%	New
395	Walleye Trading New York	$181K	+$155K	2	0%	New
396	LJHT Laurie J. Hall Trustee	$172K	+$162K	1	0.15%	New
397	ALA Atherton Lane Advisers Menlo Park, California	$165K	+$155K	1	0.01%	New
398	GIP Granite Investment Partners El Segundo, California	$158K	+$132K	1	0.03%	New
399	RHBC R.H. Bluestein & Co Birmingham, Michigan	$150K	+$141K	1	0.01%	New
400	OC Oarsman Capital Milwaukee, Wisconsin	$142K	+$134K	1	0.13%	New