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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
451	CC Cipher Capital New York	$159K	-$139K	1	0.04%	Reduced
452	Veritable Wilmington, Delaware	$152K	-$102K	1	0%	Reduced
453	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$150K	+$11.3K	1	0%	Increased
454	Suntrust Banks Atlanta, Georgia	$148K	-$874K	1	0%	Reduced
455	IRS Invictus RG (Singapore) Singapore	$147K	+$122K	2	0.16%	Increased
456	CCA Checchi Capital Advisers Beverly Hills, California	$137K	+$141K	1	0.05%	New
457	Curi RMB Capital Chicago, Illinois	$117K	-$3.06K	1	0.01%	Reduced
458	SCM SOL Capital Management Rockville, Maryland	$112K	$0	1	0.04%	Maintained
459	SC Sumit Capital New York	$112K	+$115K	1	3.72%	New
460	ED Exane Derivatives Paris, France	$111K	+$114K	1	0.02%	New
461	BHA Beech Hill Advisors New York	$110K	+$113K	1	0.05%	New
462	AAM Auxier Asset Management Aurora, Oregon	$108K	$0	1	0.02%	Maintained
463	STRS Ohio Columbus, Ohio	$107K	+$39.9K	2	0%	Increased
464	MCM Manchester Capital Management Manchester, Vermont	$104K	-$26.9K	1	0.01%	Reduced
465	Cornerstone Investment Partners Atlanta, Georgia	$98K	+$1.89K	1	0%	Increased
466	Fisher Asset Management Camas, Washington	$96K	-$808	1	0%	Reduced
467	CA Corrado Advisors Ramsey, New Jersey	$93K	$0	1	0.05%	Maintained
468	Ronald Blue & Co Roswell, Georgia	$91K	+$5.12K	1	0%	Increased
469	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$90K	+$622	1	0.01%	Increased
470	CIM CIM Investment Management Pittsburgh, Pennsylvania	$89K	$0	1	0.04%	Maintained
471	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$81K	-$9.13K	1	0.01%	Reduced
472	FMT First Mercantile Trust Cordova, Tennessee	$77K	-$560K	1	0.01%	Reduced
473	D.A. Davidson & Co Great Falls, Montana	$71K	-$492K	3	0%	Reduced
474	Bessemer Group Woodbridge, New Jersey	$67K	+$3.31K	3	0%	Increased
475	Huntington National Bank Columbus, Ohio	$66K	-$73.9K	5	0%	Reduced