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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	MML Investors Services Springfield, Massachusetts	$1.84M	+$292K	3	0.02%	Increased
452	AIC Aurora Investment Counsel Atlanta, Georgia	$1.8M	-$61.9K	1	1.26%	Reduced
453	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.8M	+$87.5K	1	1.06%	Increased
454	Sculptor Capital New York	$1.78M	$0	1	0.01%	Maintained
455	Quantbot Technologies New York	$1.77M	-$1.05M	3	0.14%	Reduced
456	TSS Two Sigma Securities New York	$1.76M	+$430K	1	0.05%	Increased
457	CIBC World Market Toronto, Ontario, Canada	$1.74M	-$348K	3	0%	Reduced
458	Curi RMB Capital Chicago, Illinois	$1.73M	+$341K	1	0.06%	Increased
459	KC Knuff & Co Foster City, California	$1.72M	+$229K	1	0.64%	Increased
460	Brevan Howard Capital Management St. Helier, Jersey	$1.72M	$0	1	0.47%	Maintained
461	Quadrature Capital London, United Kingdom	$1.69M	+$1.31M	3	0.06%	Increased
462	RAM Redmond Asset Management Henrico, Virginia	$1.69M	$0	2	0.49%	Maintained
463	PP PDT Partners New York	$1.69M	+$574K	3	0.11%	Increased
464	NewEdge Advisors New Orleans, Louisiana	$1.68M	+$851K	4	0.04%	Increased
465	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.67M	+$7.04K	1	0.22%	Increased
466	ALPS Advisors Denver, Colorado	$1.67M	-$243K	2	0.01%	Reduced
467	Private Advisor Group Morristown, New Jersey	$1.65M	+$100K	2	0.01%	Increased
468	EI EAM Investors Solana Beach, California	$1.64M	+$1.54M	1	0.25%	New
469	Sowell Financial Services North Little Rock, Arkansas	$1.63M	-$603K	1	0.11%	Reduced
470	Cetera Advisor Networks El Segundo, California	$1.59M	+$450K	3	0.02%	Increased
471	William Blair & Company Chicago, Illinois	$1.57M	+$313	2	0.01%	Increased
472	BCM Bluefin Capital Management New York	$1.56M	-$3.09M	1	0.1%	Reduced
473	Illinois Municipal Retirement Fund Oak Brook, Illinois	$1.56M	$0	3	0.06%	Maintained
474	DA Duality Advisers Miami, Florida	$1.55M	-$9.17M	1	0.14%	Reduced
475	AIM Aigen Investment Management New York	$1.5M	-$4.4M	1	0.26%	Reduced