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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	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.23M	-$272K	1	0.06%	Reduced
377	HW Hedeker Wealth Lincolnshire, Illinois	$2.22M	-$103K	1	0.77%	Reduced
378	Wolverine Trading Chicago, Illinois	$2.2M	-$468K	4	0%	Reduced
379	GP Girard Partners King Of Prussia, Pennsylvania	$2.15M	+$241K	1	0.24%	Increased
380	Walleye Trading New York	$2.12M	+$1.79M	5	0.01%	Increased
381	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.12M	+$108K	5	0%	Increased
382	ProShare Advisors Bethesda, Maryland	$2.1M	-$308K	7	0.01%	Reduced
383	Envestnet Portfolio Solutions Chicago, Illinois	$2.1M	+$2.03M	3	0.01%	New
384	TCM Teza Capital Management Chicago, Illinois	$2.1M	+$1.88M	2	0.34%	Increased
385	Park Avenue Securities New York	$2.08M	+$866K	4	0.03%	Increased
386	AC AXQ Capital Jersey City, New Jersey	$2.04M	+$2.04M	2	0.72%	New
387	Kovitz Investment Group Partners Chicago, Illinois	$2.04M	-$50.2K	1	0.04%	Reduced
388	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.04M	$0	3	0.77%	Maintained
389	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.02M	+$151K	1	0.89%	Increased
390	ICM Ionic Capital Management New York	$2.02M	+$1.23M	1	0.49%	Increased
391	Evergreen Capital Management Bellevue, Washington	$2.01M	+$103K	1	0.09%	Increased
392	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$1.99M	-$7.84K	5	0.08%	Reduced
393	CastleKnight Management New York	$1.99M	+$2.16M	2	0.13%	New
394	AIM Aquila Investment Management New York	$1.96M	+$1.44M	1	1.8%	Increased
395	HM HCEP Management Hong Kong	$1.88M	-$18.2M	1	0.49%	Reduced
396	Cresset Asset Management Chicago, Illinois	$1.85M	+$927K	4	0.01%	Increased
397	OIM Orca Investment Management Roseburg, Oregon	$1.84M	-$42.8K	1	2.04%	Reduced
398	Centiva Capital New York	$1.8M	+$701K	4	0.04%	Increased
399	WW Waterfront Wealth Overland Park, Kansas	$1.8M	+$681K	1	0.59%	Increased
400	JP Morgan Private Wealth Advisors San Francisco, California	$1.73M	+$449K	4	0%	Increased