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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	SSG Summit Securities Group New York	$448K	-$236K	1	0.13%	Reduced
377	SIM Spark Investment Management New York	$439K	+$479K	1	0.07%	New
378	Baker Avenue Asset Management San Francisco, California	$438K	-$87.9K	1	0.06%	Reduced
379	HT HAP Trading New York	$428K	-$889K	1	0.02%	Reduced
380	MSU Maple Securities USA Jersey City, New Jersey	$420K	+$38.7K	1	0.05%	Increased
381	CI Cowen Inc New York	$418K	+$490K	1	0.04%	New
382	CCA Castle Creek Arbitrage Avon, Colorado	$416K	$0	1	0.02%	Maintained
383	SAM Securian Asset Management St Paul, Minnesota	$411K	+$3.19K	2	0.01%	Increased
384	AL Airain Ltd St. Peter Port, Guernsey	$384K	+$413K	1	0.03%	New
385	RIM Regent Investment Management Louisville, Kentucky	$384K	-$20.6K	1	0.2%	Reduced
386	FBC Fairfield, Bush & Co Darien, Connecticut	$378K	+$435	1	0.11%	Increased
387	First Allied Advisory Services San Diego, California	$376K	-$52.5K	2	0.03%	Reduced
388	BCM Bluefin Capital Management New York	$366K	-$154K	1	0.02%	Reduced
389	Boston Partners Boston, Massachusetts	$366K	+$341K	1	0%	New
390	CAM Columbia Asset Management Ann Arbor, Michigan	$361K	$0	1	0.15%	Maintained
391	Bridgeway Capital Management Houston, Texas	$358K	$0	1	0.01%	Maintained
392	Tower Research Capital (TRC) New York	$357K	+$170K	8	0.04%	Increased
393	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$352K	-$28.5K	1	0.08%	Reduced
394	LIM Leavell Investment Management Mobile, Alabama	$351K	-$123K	1	0.06%	Reduced
395	CL CSS LLC Chicago, Illinois	$344K	$0	1	0.02%	Maintained
396	Paradigm Capital Management Inc Albany, New York	$338K	+$177K	1	0.03%	Increased
397	Wolverine Asset Management Chicago, Illinois	$329K	-$50.7K	1	0.01%	Reduced
398	IMS Index Management Solutions Philadelphia, Pennsylvania	$328K	+$357K	1	0.04%	Increased
399	CIBC World Market Toronto, Ontario, Canada	$327K	-$8.51K	1	0%	Reduced
400	Douglas C. Lane & Associates New York	$315K	-$146K	1	0.01%	Reduced