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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	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$1.61M	+$1.59M	2	0.17%	Increased
452	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.6M	+$1.73M	2	0.01%	Increased
453	Quantbot Technologies New York	$1.58M	-$32K	3	0.12%	Reduced
454	WA Winfield Associates Cleveland, Ohio	$1.58M	-$798K	1	0.58%	Reduced
455	Belpointe Asset Management Reno, Nevada	$1.57M	+$1.06M	3	0.11%	Increased
456	MGO One Seven Beachwood, Ohio	$1.56M	+$1.08M	2	0.2%	Increased
457	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.55M	+$3.26K	2	0.21%	Increased
458	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.54M	+$1.7M	1	0.97%	New
459	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.54M	+$72.9K	1	0.9%	Increased
460	PHK Point72 Hong Kong Hong Kong	$1.51M	+$1.12M	3	0.05%	Increased
461	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$1.51M	+$338K	1	0.96%	Increased
462	Prospera Financial Services Dallas, Texas	$1.51M	+$480K	3	0.08%	Increased
463	FMT First Mercantile Trust Cordova, Tennessee	$1.5M	+$193K	3	0.2%	Increased
464	Johnson Investment Counsel Cincinnati, Ohio	$1.49M	+$838	2	0.02%	Increased
465	MC Maplelane Capital New York	$1.48M	+$1.63M	1	0.05%	New
466	Cetera Advisor Networks El Segundo, California	$1.48M	+$91.8K	3	0.02%	Increased
467	Oberweis Asset Management Lisle, Illinois	$1.46M	-$4.65M	3	0.3%	Reduced
468	Pathstone Family Office Englewood, New Jersey	$1.45M	+$486K	3	0.04%	Increased
469	CAM ClariVest Asset Management San Diego, California	$1.45M	-$5.98M	1	0.05%	Reduced
470	Maryland State Retirement & Pension System Baltimore, Maryland	$1.45M	+$403K	3	0.04%	Increased
471	AC Apogem Capital New York	$1.44M	-$149K	1	0.92%	Reduced
472	Walleye Capital New York	$1.43M	+$1.44M	1	0.04%	New
473	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.43M	+$1.52M	1	0.21%	New
474	Steward Partners Investment Advisory New York	$1.43M	+$45.7K	7	0.02%	Increased
475	TSS Two Sigma Securities New York	$1.42M	-$454K	2	0.04%	Reduced