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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	CPA Cowen Prime Advisors New York	$418K	$0	1	0.16%	Maintained
427	SAM Symphony Asset Management San Francisco, California	$416K	-$432K	1	0.05%	Reduced
428	TD Asset Management Toronto, Ontario, Canada	$413K	-$721K	1	0%	Reduced
429	SAM Securian Asset Management St Paul, Minnesota	$393K	+$26.3K	1	0.01%	Increased
430	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$382K	+$102K	1	0%	Increased
431	Scotia Capital Toronto, Ontario, Canada	$380K	$0	1	0.01%	Maintained
432	Salem Investment Counselors Winston Salem, North Carolina	$377K	$0	1	0.05%	Maintained
433	FQ First Quadrant Glendale, California	$372K	+$365K	1	0.01%	New
434	Old National Bancorp Evansville, Indiana	$370K	-$31.3K	1	0.02%	Reduced
435	PTC Petrus Trust Company Dallas, Texas	$368K	+$334K	2	0.08%	New
436	FBC Fairfield, Bush & Co Darien, Connecticut	$361K	+$1.09K	1	0.11%	Increased
437	Harvard Management Company Boston, Massachusetts	$349K	+$372K	1	0.03%	New
438	HSBC Holdings London, United Kingdom	$341K	-$216K	1	0%	Reduced
439	LSV Asset Management Chicago, Illinois	$335K	+$330K	1	0%	New
440	KIC Keating Investment Counselors Delray Beach, Florida	$328K	-$36.1K	1	0.17%	Reduced
441	WA WealthTrust Axiom Wayne, Pennsylvania	$324K	$0	1	0.12%	Maintained
442	Suntrust Banks Atlanta, Georgia	$319K	-$341K	1	0%	Reduced
443	JCM Janney Capital Management Pittsburgh, Pennsylvania	$314K	-$43.7K	1	0.01%	Reduced
444	BRWM B. Riley Wealth Management Memphis, Tennessee	$310K	$0	2	0.25%	Maintained
445	RIM Regent Investment Management Louisville, Kentucky	$310K	-$29.7K	1	0.16%	Reduced
446	First Allied Advisory Services San Diego, California	$308K	+$201K	2	0.01%	Increased
447	PCM Palouse Capital Management Spokane, Washington	$308K	-$13.6K	1	0.11%	Reduced
448	IRS Invictus RG (Singapore) Singapore	$304K	-$37.9K	2	0.28%	Reduced
449	Diversified Trust Memphis, Tennessee	$301K	+$291K	1	0.03%	New
450	Teacher Retirement System of Texas Austin, Texas	$299K	+$61.7K	5	0%	Increased