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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	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.47M	-$1.56M	1	0.25%	Reduced
427	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.43M	+$1.08M	3	0%	Increased
428	SAM Shell Asset Management The Hague, Netherlands	$1.42M	$0	2	0.03%	Maintained
429	Jefferies Group New York	$1.42M	-$513K	2	0.02%	Reduced
430	Capital Markets Trading (UK) London, United Kingdom	$1.41M	-$540K	1	0.02%	Reduced
431	Mount Yale Investment Advisors Denver, Colorado	$1.41M	+$53K	2	0.2%	Increased
432	Bridgeway Capital Management Houston, Texas	$1.41M	-$217K	1	0.03%	Reduced
433	CPA Cowen Prime Advisors New York	$1.4M	+$9.83K	2	0.68%	Increased
434	Utah Retirement Systems Salt Lake City, Utah	$1.4M	+$1.21M	2	0.02%	Increased
435	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.4M	-$1.22M	1	1.13%	Reduced
436	GCP GSA Capital Partners London, United Kingdom	$1.39M	+$862K	3	0.23%	Increased
437	AWCI Alpine Woods Capital Investors Purchase, New York	$1.39M	-$99.5K	1	0.21%	Reduced
438	IP Intellectus Partners San Francisco, California	$1.38M	+$1.11M	2	0.52%	Increased
439	HIS Horizon Investment Services Hammond, Indiana	$1.36M	-$36.4K	1	0.91%	Reduced
440	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.35M	+$1.63M	2	0.3%	New
441	LSC Lesa Sroufe & Co Seattle, Washington	$1.31M	-$213K	1	1.82%	Reduced
442	Creative Planning Overland Park, Kansas	$1.3M	+$104K	4	0%	Increased
443	SC Skylands Capital Milwaukee, Wisconsin	$1.29M	+$1.4M	1	0.21%	New
444	Massachusetts Financial Services Boston, Massachusetts	$1.28M	+$1.69M	1	0%	New
445	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.27M	+$295K	1	0.06%	Increased
446	GPCM Granite Point Capital Management Boston, Massachusetts	$1.27M	+$723K	2	0.07%	Increased
447	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$1.26M	+$932K	2	0.51%	Increased
448	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.25M	-$15.5K	2	0.07%	Reduced
449	KM Kalos Management Alpharetta, Georgia	$1.25M	+$316K	1	0.56%	Increased
450	OIA Optimum Investment Advisors Chicago, Illinois	$1.24M	-$488K	3	0.42%	Reduced