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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	Regions Financial Corp Birmingham, Alabama	$996K	+$734K	1	0.01%	New
402	SI Shaker Investments Cleveland, Ohio	$993K	-$44.5K	1	0.94%	Reduced
403	BHB Bank Hapoalim BM Tel Aviv, Israel	$987K	-$73.6K	1	0.23%	Reduced
404	PAM Paradigm Asset Management New York	$983K	-$45.3K	3	0.18%	Reduced
405	SEC Seven Eight Capital New York	$983K	+$536K	1	0.42%	Increased
406	Simplex Trading Chicago, Illinois	$979K	-$489K	5	0.08%	Reduced
407	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$978K	-$3.83M	1	0.01%	Reduced
408	EEG E.E. Geduld	$978K	+$893K	2	1.34%	New
409	OMERS Administration Corp Toronto, Ontario, Canada	$971K	+$97K	1	0.02%	Increased
410	Boothbay Fund Management New York	$968K	-$13K	2	0.25%	Reduced
411	CCM Cadence Capital Management Boston, Massachusetts	$965K	+$784K	2	0.07%	New
412	ProShare Advisors Bethesda, Maryland	$965K	-$97.9K	2	0.01%	Reduced
413	Acadian Asset Management Boston, Massachusetts	$957K	+$129K	2	0%	Increased
414	Baker Avenue Asset Management San Francisco, California	$938K	-$2.12M	1	0.14%	Reduced
415	Canada Life Winnipeg, Manitoba, Canada	$931K	$0	6	0%	Maintained
416	TBAM True Bearing Asset Management San Francisco, California	$922K	-$1.01M	1	2.33%	Reduced
417	UFF USA Financial Formulas Ada, Michigan	$916K	+$838K	1	0.29%	New
418	AWCI Alpine Woods Capital Investors Purchase, New York	$908K	+$737K	1	0.05%	Increased
419	IP Isthmus Partners Madison, Wisconsin	$889K	-$105K	1	0.3%	Reduced
420	ACM Alethea Capital Management Mercer Island, Washington	$888K	+$962K	1	0.99%	New
421	Bank of Nova Scotia Toronto, Ontario, Canada	$876K	-$299K	1	0.01%	Reduced
422	AA AlphaMark Advisors Ft. Wright, Kentucky	$861K	-$512K	1	0.46%	Reduced
423	D.A. Davidson & Co Great Falls, Montana	$852K	+$270K	2	0.03%	Increased
424	Old National Bancorp Evansville, Indiana	$842K	+$175K	2	0.05%	Increased
425	DCM Dynamic Capital Management St. Helier, Jersey	$840K	-$780K	1	0.31%	Reduced