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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
401	CL CSS LLC Chicago, Illinois	$302K	-$83.5K	1	0.02%	Reduced
402	RIM Regent Investment Management Louisville, Kentucky	$301K	-$124K	1	0.15%	Reduced
403	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$297K	-$31.1K	1	0.06%	Reduced
404	LCM Landscape Capital Management Englewood, New Jersey	$297K	+$255K	1	0.15%	New
405	Laird Norton Wetherby Wealth Management San Francisco, California	$292K	+$25.9K	1	0.07%	Increased
406	Old National Bancorp Evansville, Indiana	$291K	-$370K	1	0.02%	Reduced
407	SAM Securian Asset Management St Paul, Minnesota	$289K	-$162K	1	0.01%	Reduced
408	DCM Dynamic Capital Management St. Helier, Jersey	$284K	-$1.04M	1	0.15%	Reduced
409	Douglas C. Lane & Associates New York	$283K	-$10.4K	1	0.01%	Reduced
410	Laurion Capital Management New York	$283K	+$254K	1	0.01%	New
411	HRT Financial New York	$275K	+$283K	1	0.39%	New
412	Salem Investment Counselors Winston Salem, North Carolina	$270K	-$5.96K	1	0.03%	Reduced
413	SFP Santa Fe Partners Santa Fe, New Mexico	$251K	+$226K	1	0.03%	New
414	1CM 1492 Capital Management Milwaukee, Wisconsin	$250K	+$235K	1	0.16%	New
415	HMS Hanseatic Management Services Albuquerque, New Mexico	$250K	-$50K	2	0.13%	Reduced
416	NL NWAM LLC Mercer Island, Washington	$245K	-$33.9K	1	0.11%	Reduced
417	JCM Janney Capital Management Pittsburgh, Pennsylvania	$243K	+$23.9K	1	0.01%	Increased
418	CG Clinton Group New York	$242K	+$22.3K	1	0.08%	Increased
419	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$236K	+$243K	1	0.06%	New
420	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$236K	-$21.8K	1	0.13%	Reduced
421	SIM Spark Investment Management New York	$235K	-$216K	1	0.04%	Reduced
422	PP Paloma Partners Greenwich, Connecticut	$233K	-$6.63K	1	0.01%	Reduced
423	Buckingham Strategic Wealth Clayton, Missouri	$232K	+$209K	1	0.09%	New
424	Gotham Asset Management New York	$232K	-$295K	1	0%	Reduced
425	Ladenburg Thalmann Financial Services Miami, Florida	$232K	-$19.5K	3	0.01%	Reduced