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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
426	NPC National Planning Corporation El Segundo, California	$164K	-$392K	1	0.02%	Reduced
427	Addenda Capital Montreal, Quebec, Canada	$163K	$0	1	0.02%	Maintained
428	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$161K	-$13.7K	1	0.04%	Reduced
429	GIP Granite Investment Partners El Segundo, California	$159K	-$8K	1	0.03%	Reduced
430	BPBT Boston Private Bank & Trust Boston, Massachusetts	$157K	$0	1	0.01%	Maintained
431	Buckingham Strategic Wealth Clayton, Missouri	$153K	-$65K	1	0.08%	Reduced
432	ECM Estabrook Capital Management New York	$152K	-$7.31K	1	0.02%	Reduced
433	Huntington National Bank Columbus, Ohio	$151K	-$21K	3	0%	Reduced
434	SAM Scotia Asset Management Toronto, Ontario, Canada	$149K	+$24	1	0.01%	Increased
435	Cambridge Investment Research Advisors Fairfield, Iowa	$147K	+$22.4K	1	0.01%	Increased
436	TC TradeLink Capital Chicago, Illinois	$141K	+$126K	1	0.32%	New
437	FCCM First City Capital Management Savannah, Georgia	$128K	+$2.02K	1	0.11%	Increased
438	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$127K	$0	1	0.02%	Maintained
439	DTL Dynamic Technology Lab Singapore	$126K	+$122K	1	0.1%	New
440	FIM Freedom Investment Management Hartford, Connecticut	$123K	+$88.9K	1	0.04%	New
441	CR Cooperatieve Rabobank Utrecht, Netherlands	$120K	-$321K	1	0.05%	Reduced
442	PineBridge Investments New York	$114K	$0	1	0%	Maintained
443	RNS Robert N. Shapiro	$106K	$0	1	0.02%	Maintained
444	JT Jump Trading Chicago, Illinois	$101K	+$31.1K	1	0.02%	Increased
445	CAIMH Central Asset Investments & Management Holdings Hong Kong	$98K	+$70.8K	1	0.05%	New
446	FCM Forester Capital Management Lake Forest, Illinois	$97K	-$70K	1	0.08%	Reduced
447	CIM CIM Investment Management Pittsburgh, Pennsylvania	$96K	$0	1	0.06%	Maintained
448	WHI William Harris Investors Chicago, Illinois	$94K	$0	1	0.03%	Maintained
449	SCM SOL Capital Management Rockville, Maryland	$93K	$0	1	0.04%	Maintained
450	AAM Auxier Asset Management Aurora, Oregon	$91K	$0	1	0.02%	Maintained