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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	AI Acuitas Investments Seattle, Washington	$3.32M	+$1.41M	1	1.67%	Increased
377	Xponance Philadelphia, Pennsylvania	$3.32M	+$158K	5	0.03%	Increased
378	CYG Clean Yield Group Norwich, Vermont	$3.25M	+$115K	1	1.27%	Increased
379	LK Lumbard & Kellner Hollis, New Hampshire	$3.22M	+$3.44M	1	1.57%	New
380	HCA Harbour Capital Advisors Tysons Corner, Virginia	$3.15M	+$258K	3	0.78%	Increased
381	PAS Point72 Asia (Singapore) Singapore	$3.13M	+$3.2M	4	0.81%	Increased
382	E. Ohman J:or Asset Management Stockholm, Sweden	$3.08M	-$3.57M	1	0.08%	Reduced
383	Danske Bank Copenhagen K, Denmark	$3.05M	+$2.85M	7	0.01%	New
384	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.04M	-$228K	4	0.01%	Reduced
385	DA Duality Advisers Miami, Florida	$2.98M	+$1.76M	3	0.29%	Increased
386	Crossmark Global Holdings Houston, Texas	$2.94M	+$1.32K	5	0.06%	Increased
387	GCP GSA Capital Partners London, United Kingdom	$2.93M	+$200K	4	0.23%	Increased
388	ProShare Advisors Bethesda, Maryland	$2.91M	+$103K	8	0.01%	Increased
389	Wolverine Trading Chicago, Illinois	$2.89M	-$449K	4	0%	Reduced
390	HW Hedeker Wealth Lincolnshire, Illinois	$2.87M	+$9.43K	1	0.83%	Increased
391	AC Amitell Capital Singapore	$2.81M	+$2.99M	1	2.38%	New
392	State of Alaska Department of Revenue Juneau, Alaska	$2.79M	+$2.56K	5	0.03%	Increased
393	Handelsbanken Fonder Stockholm, Sweden	$2.79M	$0	4	0.01%	Maintained
394	HCA Harbor Capital Advisors Chicago, Illinois	$2.78M	+$2.24M	5	0.36%	Increased
395	GJL Gendell Jeffrey L	$2.73M	+$2.47M	1	0.11%	New
396	SEC Seven Eight Capital New York	$2.71M	+$896K	2	0.28%	Increased
397	AI Atom Investors Austin, Texas	$2.66M	-$2.72M	3	0.33%	Reduced
398	Creative Planning Overland Park, Kansas	$2.65M	+$814K	6	0%	Increased
399	Cetera Investment Advisers Schaumburg, Illinois	$2.64M	+$2.17M	4	0.01%	Increased
400	RAM Redmond Asset Management Henrico, Virginia	$2.63M	-$25.1K	1	0.84%	Reduced