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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	HJIM Henry James International Management New York	$3.69M	+$2.35K	1	1.3%	Increased
377	HCA Harbour Capital Advisors Tysons Corner, Virginia	$3.62M	+$7.72K	3	0.86%	Increased
378	Dana Investment Advisors Waukesha, Wisconsin	$3.56M	-$82.6K	1	0.12%	Reduced
379	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.55M	-$95.6K	1	0.46%	Reduced
380	Oppenheimer Asset Management New York	$3.52M	+$722K	3	0.04%	Increased
381	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.5M	+$3.11M	1	0.01%	New
382	Nissay Asset Management Tokyo, Japan	$3.5M	+$1.17M	2	0.02%	Increased
383	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.48M	-$114K	1	0.5%	Reduced
384	CYG Clean Yield Group Norwich, Vermont	$3.46M	-$16.1K	1	1.29%	Reduced
385	Osaic Holdings Scottsdale, Arizona	$3.45M	-$2.04M	12	0.01%	Reduced
386	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.44M	+$57.5K	4	0.01%	Increased
387	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$3.43M	+$3.14M	1	0.53%	New
388	EP Edgestream Partners Princeton, New Jersey	$3.37M	+$2.89M	2	0.16%	New
389	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.34M	-$3.9M	3	0.09%	Reduced
390	GGHC Gilder Gagnon Howe & Co New York	$3.32M	-$1.77M	1	0.04%	Reduced
391	Xponance Philadelphia, Pennsylvania	$3.3M	-$357K	6	0.03%	Reduced
392	Cetera Investment Advisers Schaumburg, Illinois	$3.29M	+$362K	6	0.01%	Increased
393	IMC Chicago Chicago, Illinois	$3.28M	+$2.47M	4	0%	Increased
394	Gateway Investment Advisers Cincinnati, Ohio	$3.27M	+$1.45M	3	0.04%	Increased
395	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$3.18M	+$2.54M	1	0.05%	Increased
396	SI Sapience Investments Newport Beach, California	$3.18M	-$474K	2	1.62%	Reduced
397	LK Lumbard & Kellner Hollis, New Hampshire	$3.17M	+$29K	1	1.5%	Increased
398	SWM Segment Wealth Management Houston, Texas	$3.17M	-$2.37M	1	0.23%	Reduced
399	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.14M	+$2.52M	3	0%	Increased
400	ProShare Advisors Bethesda, Maryland	$3.14M	-$201K	8	0.01%	Reduced