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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	FQ First Quadrant Glendale, California	$763K	+$372K	2	0.11%	Increased
452	Ancora Advisors Cleveland, Ohio	$755K	+$894K	3	0.03%	Increased
453	IMC Chicago Chicago, Illinois	$751K	+$774K	1	0%	New
454	Martingale Asset Management Boston, Massachusetts	$746K	+$766K	2	0.01%	New
455	FMT First Mercantile Trust Cordova, Tennessee	$744K	-$80.3K	3	0.11%	Reduced
456	CL CIM LLC Albany, New York	$740K	+$790K	1	0.28%	New
457	CAM Cozad Asset Management Champaign, Illinois	$736K	+$759K	1	0.25%	New
458	Avalon Investment & Advisory Houston, Texas	$724K	+$797K	1	0.02%	Increased
459	Curi RMB Capital Chicago, Illinois	$723K	+$745K	1	0.03%	New
460	AIM Alambic Investment Management Belvedere, California	$718K	-$342K	2	1.74%	Reduced
461	FIA FNY Investment Advisers New York	$711K	+$463K	1	0.54%	Increased
462	VAM Verity Asset Management Durham, North Carolina	$705K	+$160K	1	0.89%	Increased
463	MFG Magnus Financial Group New York	$704K	-$143K	2	0.1%	Reduced
464	QIM Quantitative Investment Management Charlottesville, Virginia	$702K	-$3.21M	1	0.08%	Reduced
465	Centiva Capital New York	$697K	+$636K	1	0.03%	Increased
466	Rockefeller Capital Management New York	$687K	+$655K	4	0.01%	Increased
467	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$686K	-$487K	1	0.09%	Reduced
468	Steward Partners Investment Advisory New York	$677K	+$482K	5	0.02%	Increased
469	TFA Toth Financial Advisory Leesburg, Virginia	$664K	+$680K	3	0.19%	Increased
470	Baird Financial Group Milwaukee, Wisconsin	$663K	-$34.4K	2	0%	Reduced
471	VIM Vista Investment Management Pittsburgh, Pennsylvania	$660K	+$16.2K	1	0.67%	Increased
472	BHB Bank Hapoalim BM Tel Aviv, Israel	$657K	+$14.9K	1	0.21%	Increased
473	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$655K	$0	1	0.15%	Maintained
474	EMG ETF Managers Group Summit, New Jersey	$643K	+$10.9K	2	0.03%	Increased
475	WAM World Asset Management Detroit, Michigan	$640K	-$18.3K	3	0.06%	Reduced