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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	Holocene Advisors New York	$1.82M	-$52.7M	2	0.02%	Reduced
377	PineBridge Investments New York	$1.8M	-$492K	2	0.03%	Reduced
378	Assenagon Asset Management Senningerberg, Luxembourg	$1.76M	+$1.62M	1	0.01%	New
379	IWA IBEX Wealth Advisors Bedminster, New Jersey	$1.74M	+$43K	1	0.58%	Increased
380	CH Canton Hathaway Providence, Rhode Island	$1.74M	+$371K	2	0.96%	Increased
381	Tower Research Capital (TRC) New York	$1.74M	+$492K	8	0.12%	Increased
382	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.72M	+$523K	2	0.17%	Increased
383	PFC Phocas Financial Corp Alameda, California	$1.72M	+$1.86M	1	0.18%	New
384	Farallon Capital Management San Francisco, California	$1.68M	+$1.82M	1	0.01%	New
385	VF Virtu Financial New York	$1.67M	-$1.36M	3	0.13%	Reduced
386	CIBC World Market Toronto, Ontario, Canada	$1.66M	-$491K	3	0.01%	Reduced
387	Nisa Investment Advisors St. Louis, Missouri	$1.66M	-$18.8K	7	0.01%	Reduced
388	Cerity Partners New York	$1.64M	+$1.61M	1	0.1%	Increased
389	HIS Horizon Investment Services Hammond, Indiana	$1.64M	-$79.8K	1	1.09%	Reduced
390	NIS National Investment Services Milwaukee, Wisconsin	$1.61M	-$110K	1	1.87%	Reduced
391	RCM Riverhead Capital Management Wilmington, Delaware	$1.57M	$0	5	0.06%	Maintained
392	AIM Alambic Investment Management Belvedere, California	$1.57M	+$260K	2	1.18%	Increased
393	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.55M	+$142K	1	0.66%	Increased
394	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1.54M	-$13.9K	1	0.56%	Reduced
395	SWM Segment Wealth Management Houston, Texas	$1.54M	+$11.7K	1	0.3%	Increased
396	Avalon Investment & Advisory Houston, Texas	$1.54M	-$28.6K	1	0.03%	Reduced
397	Brinker Capital Berwyn, Pennsylvania	$1.53M	+$671K	2	0.05%	Increased
398	GGHC Gilder Gagnon Howe & Co New York	$1.51M	-$475K	3	0.02%	Reduced
399	Montag & Associates Atlanta, Georgia	$1.5M	+$26.2K	1	0.13%	Increased
400	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.5M	+$415K	1	0.25%	Increased