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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	BHA Beech Hill Advisors New York	$1.94M	+$24.2K	1	0.81%	Increased
427	MML Investors Services Springfield, Massachusetts	$1.94M	+$159K	3	0.02%	Increased
428	TC TwinBeech Capital Purchase, New York	$1.92M	+$2.09M	2	0.14%	New
429	FFA First Foundation Advisors Irvine, California	$1.89M	+$2.17M	1	0.07%	New
430	PCM Princeton Capital Management Red Bank, New Jersey	$1.89M	+$13.7K	3	0.6%	Increased
431	TC TownSquare Capital Provo, Utah	$1.85M	-$144K	1	0.05%	Reduced
432	Advisory Services Network Atlanta, Georgia	$1.84M	-$156K	2	0.06%	Reduced
433	SAM Securian Asset Management St Paul, Minnesota	$1.84M	-$49.5K	3	0.04%	Reduced
434	Sculptor Capital New York	$1.82M	$0	1	0.02%	Maintained
435	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.8M	-$121K	2	0.13%	Reduced
436	Mercer Global Advisors Denver, Colorado	$1.76M	+$575K	6	0.01%	Increased
437	Utah Retirement Systems Salt Lake City, Utah	$1.75M	-$97.3K	2	0.02%	Reduced
438	Leonteq Securities AG Zurich, Switzerland	$1.75M	+$308K	4	0.07%	Increased
439	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.75M	+$166K	2	0.8%	Increased
440	HIM Herald Investment Management London, United Kingdom	$1.74M	$0	1	0.29%	Maintained
441	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.73M	-$327K	1	0.2%	Reduced
442	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.71M	+$1.92M	1	0.25%	New
443	CIBC World Market Toronto, Ontario, Canada	$1.71M	+$126K	3	0.01%	Increased
444	CG Cutler Group San Francisco, California	$1.69M	+$962K	5	0.08%	Increased
445	SAM Shell Asset Management The Hague, Netherlands	$1.69M	-$79.8K	3	0.04%	Reduced
446	DG DigitalBridge Group Boca Raton, Florida	$1.68M	-$206K	1	0.16%	Reduced
447	KeyBank National Association Cleveland, Ohio	$1.66M	-$426K	4	0.01%	Reduced
448	MP McDonald Partners Cleveland, Ohio	$1.65M	+$124K	2	0.39%	Increased
449	AIC Aurora Investment Counsel Atlanta, Georgia	$1.64M	+$10.8K	1	1.14%	Increased
450	PP PDT Partners New York	$1.61M	+$150K	3	0.12%	Increased