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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	HT Headlands Technologies Chicago, Illinois	$2.56M	+$1.61M	6	0.29%	Increased
452	SI Sapience Investments Newport Beach, California	$2.55M	-$1.18M	2	1.26%	Reduced
453	Kestra Advisory Services Austin, Texas	$2.54M	-$205K	5	0.01%	Reduced
454	Park Avenue Securities New York	$2.53M	-$108K	4	0.03%	Reduced
455	NL NKCFO LLC Geneva, Illinois	$2.53M	+$740K	3	1.21%	Increased
456	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.51M	-$298K	8	0.01%	Reduced
457	Caxton Associates (New York) New York	$2.45M	-$17.6M	1	0.09%	Reduced
458	HCM Highview Capital Management Buffalo Grove, Illinois	$2.4M	+$152K	1	0.97%	Increased
459	BCM Bayesian Capital Management Brooklyn, New York	$2.37M	-$4.56M	1	0.28%	Reduced
460	HIM Herald Investment Management London, United Kingdom	$2.37M	$0	1	0.41%	Maintained
461	SP SWS Partners Columbus, Ohio	$2.3M	+$814K	1	0.73%	Increased
462	LAM LECAP Asset Management London, United Kingdom	$2.3M	+$1.96M	2	0.5%	New
463	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$2.26M	-$91.9K	3	0.29%	Reduced
464	Cambridge Investment Research Advisors Fairfield, Iowa	$2.26M	-$455K	5	0.01%	Reduced
465	Danske Bank Copenhagen K, Denmark	$2.25M	+$1.93M	3	0.01%	New
466	NRD Nebula Research & Development New York	$2.22M	-$502K	2	0.27%	Reduced
467	PP Pacifica Partners Surrey, Canada	$2.21M	-$8.43K	3	0.91%	Reduced
468	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.21M	-$165K	1	0.27%	Reduced
469	HSBC Holdings London, United Kingdom	$2.2M	-$13.1M	7	0%	Reduced
470	Zevenbergen Capital Investments Edmonds, Washington	$2.2M	+$1.64M	1	0.05%	Increased
471	Tower Research Capital (TRC) New York	$2.16M	-$3.05M	11	0.06%	Reduced
472	VF Virtu Financial New York	$2.15M	+$193K	4	0.12%	Increased
473	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.14M	+$1.73M	1	0.04%	Increased
474	KeyBank National Association Cleveland, Ohio	$2.13M	+$98.4K	4	0.01%	Increased
475	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.13M	+$765K	9	0.01%	Increased