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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	APP Alpha Paradigm Partners Chicago, Illinois	$2.21M	-$145K	2	0.91%	Reduced
427	BCM Bayesian Capital Management Brooklyn, New York	$2.2M	-$991K	3	0.41%	Reduced
428	Gotham Asset Management New York	$2.2M	+$104K	3	0.07%	Increased
429	LCM Landscape Capital Management Englewood, New Jersey	$2.18M	+$1.74M	2	0.29%	Increased
430	FCA FinTrust Capital Advisors Greenville, South Carolina	$2.17M	-$76K	2	0.54%	Reduced
431	Cetera Investment Advisers Schaumburg, Illinois	$2.15M	+$103K	3	0.03%	Increased
432	VHMC Value Holdings Management Company Hampton Bays, New York	$2.15M	$0	1	0.51%	Maintained
433	AMG National Trust Bank Greenwood Village, Colorado	$2.13M	+$1.8M	1	0.08%	Increased
434	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.11M	-$854K	2	0.01%	Reduced
435	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.09M	+$14.5K	1	0.68%	Increased
436	Simplex Trading Chicago, Illinois	$2.07M	-$2.28M	4	0%	Reduced
437	WG Watchman Group Plano, Texas	$2.05M	+$55.8K	1	1.27%	Increased
438	AAM AO Asset Management New York	$2.02M	-$6.84M	1	1.4%	Reduced
439	JP Morgan Private Wealth Advisors San Francisco, California	$2.02M	+$55.7K	4	0.01%	Increased
440	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$2.01M	+$2.06M	1	1.79%	Increased
441	SFM Systematic Financial Management Teaneck, New Jersey	$2.01M	+$89.2K	2	0.07%	Increased
442	ProShare Advisors Bethesda, Maryland	$2M	-$2.33M	6	0.01%	Reduced
443	VAM Vazirani Asset Management New York	$1.97M	+$1.91M	1	2.55%	New
444	CYG Clean Yield Group Norwich, Vermont	$1.96M	-$177K	1	0.81%	Reduced
445	HCM Horrell Capital Management Little Rock, Arkansas	$1.96M	$0	1	0.7%	Maintained
446	IAN Integrated Advisors Network Dallas, Texas	$1.96M	+$116K	2	0.13%	Increased
447	Wolverine Asset Management Chicago, Illinois	$1.94M	+$194K	2	0.02%	Increased
448	Maven Securities St Helier, Jersey	$1.94M	+$1.24M	1	0.06%	Increased
449	DCM Dupont Capital Management Wilmington, Delaware	$1.91M	+$544K	3	0.09%	Increased
450	RA Ramius Advisors New York	$1.91M	-$8.5M	1	0.95%	Reduced