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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	$1.83M	-$4.23M	3	0.21%	Reduced
452	AIC Aurora Investment Counsel Atlanta, Georgia	$1.8M	-$584K	1	1.33%	Reduced
453	FHB First Hawaiian Bank Honolulu, Hawaii	$1.77M	+$316K	1	0.08%	Increased
454	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.77M	+$269K	1	0.21%	Increased
455	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.76M	+$1.86M	1	0.16%	New
456	Maverick Capital Dallas, Texas	$1.76M	-$1.37M	4	0.02%	Reduced
457	DM Delphi Management Brookline, Massachusetts	$1.76M	+$1.76M	2	1.87%	New
458	NewEdge Wealth Pittsburgh, Pennsylvania	$1.75M	+$1.92M	2	0.17%	New
459	RAM Redmond Asset Management Henrico, Virginia	$1.74M	$0	2	0.54%	Maintained
460	CAM Carret Asset Management New York	$1.72M	-$510K	1	0.21%	Reduced
461	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.71M	+$113K	1	0.32%	Increased
462	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.7M	+$515K	3	0%	Increased
463	FC FORA Capital Miami, Florida	$1.7M	-$811K	4	0.56%	Reduced
464	Qube Research & Technologies (QRT) London, United Kingdom	$1.69M	-$6M	2	0.03%	Reduced
465	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.68M	+$1.85M	2	0.15%	New
466	Cetera Investment Advisers Schaumburg, Illinois	$1.68M	-$1.45M	3	0.03%	Reduced
467	AWCI Alpine Woods Capital Investors Purchase, New York	$1.66M	$0	1	0.18%	Maintained
468	Kestra Advisory Services Austin, Texas	$1.66M	+$633K	4	0.02%	Increased
469	OIA Optimum Investment Advisors Chicago, Illinois	$1.65M	-$20K	3	0.48%	Reduced
470	VHMC Value Holdings Management Company Hampton Bays, New York	$1.64M	+$1.67M	1	0.37%	New
471	PRC Pearl River Capital Niles, Michigan	$1.63M	+$21.7K	2	0.52%	Increased
472	MP McDonald Partners Cleveland, Ohio	$1.63M	+$74.1K	1	0.42%	Increased
473	SEC Seven Eight Capital New York	$1.63M	$0	2	0.37%	Maintained
474	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.63M	+$1.66M	2	0.81%	New
475	PC Provenire Capital Eden Prairie, Minnesota	$1.63M	+$24.8K	3	6.76%	Increased