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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	Walleye Trading New York	$3.06M	+$1.71M	4	0.01%	Increased
427	RWA Roberts Wealth Advisors Palo Alto, California	$3.05M	+$1.64M	1	0.94%	Increased
428	NICM Neo Ivy Capital Management New York	$3.01M	+$3.82M	2	0.96%	New
429	PFC Phocas Financial Corp Alameda, California	$2.99M	-$2.29M	1	0.46%	Reduced
430	Gateway Investment Advisers Cincinnati, Ohio	$2.95M	-$2.45M	3	0.03%	Reduced
431	Andra AP-fonden Goteborg, Sweden	$2.93M	+$4M	3	0.05%	New
432	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.87M	+$305K	4	0.09%	Increased
433	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.82M	-$2.24M	2	0.01%	Reduced
434	Steward Partners Investment Advisory New York	$2.82M	-$77.4K	10	0.03%	Reduced
435	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.8M	$0	3	0.88%	Maintained
436	Paradigm Capital Management Inc Albany, New York	$2.79M	-$23.5M	2	0.16%	Reduced
437	ProShare Advisors Bethesda, Maryland	$2.71M	-$2.08M	7	0.01%	Reduced
438	Nisa Investment Advisors St. Louis, Missouri	$2.69M	-$53.2K	8	0.01%	Reduced
439	N Numerai San Francisco, California	$2.64M	-$70.1K	4	0.5%	Reduced
440	PineBridge Investments New York	$2.63M	-$3.55M	4	0.02%	Reduced
441	Corient Private Wealth Miami, Florida	$2.61M	-$250K	5	0%	Reduced
442	CFM Catalyst Funds Management Sydney NSW, Australia	$2.61M	+$1.47M	3	0.68%	Increased
443	Cambridge Investment Research Advisors Fairfield, Iowa	$2.59M	+$257K	6	0.01%	Increased
444	Jefferies Financial Group New York	$2.59M	-$56.2M	3	0.02%	Reduced
445	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.57M	-$361K	1	0.54%	Reduced
446	Ilex Capital Partners London, United Kingdom	$2.57M	+$3.22M	2	0.11%	New
447	Concurrent Investment Advisors Tampa, Florida	$2.56M	+$3.25M	3	0.06%	Increased
448	BAM Bastion Asset Management Montreal, Canada	$2.53M	+$2.33M	1	1.36%	New
449	AA ABC Arbitrage Paris, France	$2.53M	+$40.9K	1	0.47%	Increased
450	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.51M	+$3.22M	3	0.01%	New