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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	Curi RMB Capital Chicago, Illinois	$2.11M	+$1.03M	1	0.09%	Increased
402	IFP Advisors Tampa, Florida	$2.07M	+$99.3K	4	0.16%	Increased
403	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.07M	+$242K	3	0.94%	Increased
404	Jefferies Group New York	$2.06M	+$1.26M	1	0.02%	Increased
405	KeyBank National Association Cleveland, Ohio	$2.06M	+$153K	3	0.01%	Increased
406	Scotia Capital Toronto, Ontario, Canada	$2.05M	+$373K	1	0.03%	Increased
407	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.03M	-$565K	2	0.5%	Reduced
408	Capital Markets Trading (UK) London, United Kingdom	$2.01M	-$2.31M	1	0.05%	Reduced
409	FRM Foundation Resource Management Little Rock, Arkansas	$2.01M	-$37.1K	1	0.62%	Reduced
410	WEC Winslow Evans & Crocker Boston, Massachusetts	$2M	+$433K	6	0.54%	Increased
411	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.98M	+$1.83M	1	0.32%	New
412	IWA IBEX Wealth Advisors Bedminster, New Jersey	$1.98M	+$1.85M	1	0.64%	New
413	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1.94M	-$447K	2	0.73%	Reduced
414	Xponance Philadelphia, Pennsylvania	$1.94M	+$1.74M	3	0.05%	New
415	Parallax Volatility Advisers San Francisco, California	$1.92M	-$482K	5	0%	Reduced
416	HIS Horizon Investment Services Hammond, Indiana	$1.9M	-$46.6K	1	1.32%	Reduced
417	CPA Cowen Prime Advisors New York	$1.89M	-$268K	1	1.08%	Reduced
418	Oberweis Asset Management Lisle, Illinois	$1.89M	+$1.4M	2	0.74%	Increased
419	SAM Securian Asset Management St Paul, Minnesota	$1.88M	-$42.2K	3	0.05%	Reduced
420	CAM Cubic Asset Management Boston, Massachusetts	$1.86M	$0	1	0.67%	Maintained
421	HP Harvey Partners Tarrytown, New York	$1.86M	-$2.41M	1	2.24%	Reduced
422	BAM Blueshift Asset Management Red Bank, New Jersey	$1.83M	+$1.44M	2	0.3%	Increased
423	Maverick Capital Dallas, Texas	$1.82M	+$1.68M	2	0.04%	New
424	APG Asset Management Amsterdam, Netherlands	$1.8M	+$1.87M	2	0%	New
425	Laurion Capital Management New York	$1.77M	+$1.63M	3	0.02%	New