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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	Spot Trading Chicago, Illinois	$469K	+$245K	4	0%	Increased
427	Robeco Institutional Asset Management Rotterdam, Netherlands	$463K	$0	1	0%	Maintained
428	TFA Toth Financial Advisory Leesburg, Virginia	$448K	+$465K	1	0.16%	New
429	City National Bank Beverly Hills, Delaware	$445K	-$3.47M	1	0%	Reduced
430	FAM Formidable Asset Management Cincinnati, Ohio	$445K	+$432K	1	0.3%	New
431	FCI Financial Counselors Inc Overland Park, Kansas	$443K	-$782	1	0.03%	Reduced
432	PCM Prelude Capital Management New York	$442K	+$272K	3	0.06%	Increased
433	Simplex Trading Chicago, Illinois	$440K	-$113K	3	0.03%	Reduced
434	FIM Fernwood Investment Management Quincy, Massachusetts	$435K	$0	1	0.38%	Maintained
435	TCTC Holdings Dallas, Texas	$434K	$0	1	0.02%	Maintained
436	CL Croft-Leominster Baltimore, Maryland	$432K	$0	1	0.1%	Maintained
437	SW SVB Wealth Boston, Massachusetts	$432K	+$398K	2	0.02%	Increased
438	BlackRock Japan Tokyo, Japan	$417K	+$410K	3	0%	New
439	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$413K	+$454K	3	0.26%	Increased
440	Bridgewater Associates Westport, Connecticut	$403K	+$452K	1	0.01%	New
441	Diversified Trust Memphis, Tennessee	$402K	+$135K	1	0.04%	Increased
442	PTC Petrus Trust Company Dallas, Texas	$400K	+$110K	2	0.08%	Increased
443	Scotia Capital Toronto, Ontario, Canada	$398K	+$57K	2	0.01%	Increased
444	AW Alpha Windward Westwood, Massachusetts	$393K	-$15.5K	1	0.29%	Reduced
445	BLM Bennett Lawrence Management New York	$390K	+$434K	1	0.12%	New
446	ACI AMP Capital Investors Sydney, Australia	$385K	-$5.07M	2	0%	Reduced
447	Truist Financial Charlotte, North Carolina	$376K	-$24.5K	1	0.01%	Reduced
448	Martingale Asset Management Boston, Massachusetts	$375K	+$402K	1	0.01%	New
449	SAM Securian Asset Management St Paul, Minnesota	$366K	+$24.7K	1	0.01%	Increased
450	GH GAM Holding Zurich, Switzerland	$360K	+$395K	2	0.01%	Increased