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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	Eisler Capital (US) New York	$1.81M	+$1.64M	1	0.05%	New
452	PP Pacifica Partners Surrey, Canada	$1.81M	-$1.05K	3	0.8%	Reduced
453	MHP Manatuck Hill Partners Westport, Connecticut	$1.81M	+$1.51M	1	0.8%	New
454	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1.79M	+$1.61M	2	0.11%	Increased
455	Graham Capital Management Rowayton, Connecticut	$1.77M	-$1.47M	3	0.03%	Reduced
456	Independent Advisor Alliance Charlotte, North Carolina	$1.77M	+$2.15M	1	0.06%	New
457	Aquatic Capital Management Chicago, Illinois	$1.76M	-$5.48M	2	0.06%	Reduced
458	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.75M	$0	1	0.02%	Maintained
459	BSB Bangor Savings Bank Bangor, Maine	$1.7M	-$209K	1	0.17%	Reduced
460	Park Avenue Securities New York	$1.7M	+$30.4K	4	0.02%	Increased
461	Utah Retirement Systems Salt Lake City, Utah	$1.7M	$0	2	0.02%	Maintained
462	Liontrust Investment Partners London, United Kingdom	$1.7M	$0	1	0.02%	Maintained
463	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.67M	-$366K	1	0.02%	Reduced
464	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.64M	+$529K	2	0.29%	Increased
465	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.64M	+$493	1	0.18%	Increased
466	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.64M	+$58.4K	1	0.13%	Increased
467	RIL Rothschild Investment LLC Chicago, Illinois	$1.64M	+$1.72M	6	0.12%	Increased
468	Glenmede Trust Philadelphia, Pennsylvania	$1.63M	+$86.3K	4	0.01%	Increased
469	Vident Advisory Alpharetta, Georgia	$1.63M	-$77.9K	5	0.03%	Reduced
470	IP Intellectus Partners San Francisco, California	$1.62M	-$61.3K	1	0.43%	Reduced
471	Cresset Asset Management Chicago, Illinois	$1.6M	-$17.9K	5	0.01%	Reduced
472	Axiom Investors Greenwich, Connecticut	$1.59M	+$1.44M	1	0.01%	New
473	DAM Deepwater Asset Management Minneapolis, Minnesota	$1.59M	+$1.69M	1	0.6%	New
474	CIBC World Markets New York	$1.58M	+$1.68M	1	0.01%	New
475	DC Dantai Capital Hong Kong	$1.56M	+$1.56M	2	1.81%	New