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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	Tudor Investment Corp Stamford, Connecticut	$385K	+$372K	1	0.02%	New
377	Glenmede Trust Philadelphia, Pennsylvania	$382K	+$4.3K	4	0%	Increased
378	SM Southport Management Wilson, Wyoming	$375K	$0	1	0.63%	Maintained
379	Ladenburg Thalmann Financial Services Miami, Florida	$361K	-$40.7K	4	0.01%	Reduced
380	WIS Wright Investors Service Shelton, Connecticut	$356K	+$346K	1	0.16%	New
381	BHA Beech Hill Advisors New York	$350K	+$315K	1	0.19%	New
382	FBC Fairfield, Bush & Co Darien, Connecticut	$349K	-$289K	1	0.11%	Reduced
383	PPCM Pillar Pacific Capital Management Pacifica, California	$346K	$0	1	0.08%	Maintained
384	GIA GHP Investment Advisors Denver, Colorado	$343K	-$153K	1	0.12%	Reduced
385	People's United Financial Bridgeport, Connecticut	$338K	-$36.6K	3	0.02%	Reduced
386	Credit Agricole Montrouge Cedex, France	$337K	+$307K	4	0%	New
387	JGUA John G. Ullman & Associates Corning, New York	$331K	-$128K	1	0.07%	Reduced
388	GLRA Gerald L. Ray & Associates Dallas, Texas	$329K	$0	1	0.07%	Maintained
389	SC Saiers Capital New York	$328K	-$719K	1	0.05%	Reduced
390	SCM Symons Capital Management Pittsburgh, Pennsylvania	$318K	-$3.72K	1	0.09%	Reduced
391	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$317K	-$1.89K	1	0.08%	Reduced
392	Stifel Nicolaus & Co St Louis, Missouri	$303K	-$1.65M	1	0.01%	Reduced
393	BOK Financial Tulsa, Oklahoma	$302K	-$235K	1	0.01%	Reduced
394	LJHT Laurie J. Hall Trustee	$299K	$0	1	0.25%	Maintained
395	Raymond James & Associates St Petersburg, Florida	$298K	-$1.46M	1	0%	Reduced
396	FA FDx Advisors Chicago, Illinois	$297K	-$4.31K	1	0.04%	Reduced
397	D.A. Davidson & Co Great Falls, Montana	$291K	-$381K	4	0.01%	Reduced
398	SFP Santa Fe Partners Santa Fe, New Mexico	$289K	-$1.02M	1	0.06%	Reduced
399	ALA Atherton Lane Advisers Menlo Park, California	$287K	+$94	1	0.02%	Increased
400	Walleye Trading New York	$281K	+$86.7K	2	0%	Increased