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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	LSCM LaSalle Street Capital Management Chicago, Illinois	$453K	+$266K	2	0.43%	Increased
452	First Allied Advisory Services San Diego, California	$448K	+$121K	2	0.02%	Increased
453	GFG Gray Financial Group Atlanta, Georgia	$444K	+$234K	2	0.18%	Increased
454	First Citizens Bank & Trust Raleigh, North Carolina	$444K	-$47.4K	1	0.04%	Reduced
455	PC Palo Capital Newport Beach, California	$434K	+$503K	1	0.15%	New
456	IB Intrust Bank Wichita, Kansas	$433K	+$458K	2	0.17%	New
457	DCM Dean Capital Management Overland Park, Kansas	$431K	+$440K	1	0.59%	New
458	Magnetar Financial Evanston, Illinois	$429K	+$438K	1	0.01%	New
459	CSM Central Square Management Naperville, Illinois	$419K	+$486K	1	0.6%	New
460	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$419K	+$616	1	0.01%	Increased
461	AIM Acrospire Investment Management Chicago, Illinois	$417K	+$77.7K	4	0.31%	Increased
462	Janney Montgomery Scott Philadelphia, Pennsylvania	$412K	+$182K	1	0.01%	Increased
463	LPL Financial San Diego, California	$400K	-$1.73M	1	0%	Reduced
464	BlueCrest Capital Management St Helier, Jersey	$388K	-$1.41M	1	0.02%	Reduced
465	PineBridge Investments New York	$386K	+$15.9K	3	0.02%	Increased
466	Edmond de Rothschild Holding Chambesy, Switzerland	$375K	+$294K	2	0.01%	Increased
467	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$374K	+$115K	1	0.05%	Increased
468	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$373K	+$304K	2	0.12%	Increased
469	Commerce Bank Kansas City, Missouri	$368K	+$180K	1	0.01%	Increased
470	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$365K	+$28.2K	1	0.28%	Increased
471	TCTC Holdings Dallas, Texas	$364K	$0	1	0.02%	Maintained
472	FCI Financial Counselors Inc Overland Park, Kansas	$355K	-$1.78K	1	0.02%	Reduced
473	FIM Fernwood Investment Management Quincy, Massachusetts	$346K	-$152K	1	0.34%	Reduced
474	EGA E&G Advisors Houston, Texas	$339K	+$328K	1	0.21%	New
475	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$332K	-$9.88K	1	0.17%	Reduced