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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
476	IA Icon Advisers Greenwood Village, Colorado	$490K	-$109K	1	0.03%	Reduced
477	GCM Glaxis Capital Management Sarasota, Florida	$488K	+$437K	1	1.36%	New
478	Natixis Paris, France	$485K	+$464K	2	0.01%	New
479	LCM Landscape Capital Management Englewood, New Jersey	$481K	+$594K	1	0.07%	New
480	EP Elkfork Partners Portland, Oregon	$480K	+$456K	5	0.02%	New
481	Verition Fund Management Greenwich, Connecticut	$472K	-$2.19M	2	0.04%	Reduced
482	UFF USA Financial Formulas Ada, Michigan	$469K	-$81.4K	1	0.12%	Reduced
483	Sigma Planning Corp Ann Arbor, Michigan	$460K	+$390K	1	0.05%	Increased
484	CCM Cadence Capital Management Boston, Massachusetts	$453K	+$466K	1	0.03%	New
485	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$451K	-$390K	1	0.06%	Reduced
486	WA WealthTrust Axiom Wayne, Pennsylvania	$447K	-$21.4K	1	0.16%	Reduced
487	M&T Bank Buffalo, New York	$444K	-$534K	2	0%	Reduced
488	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$440K	-$7.68K	1	0.05%	Reduced
489	HC Henshaw Capital Woburn, Massachusetts	$437K	$0	1	0.05%	Maintained
490	1GA 1st Global Advisors Dallas, Texas	$436K	+$5.58K	1	0.05%	Increased
491	PM Parametrica Management Wanchai, Hong Kong	$435K	+$326K	1	0.43%	Increased
492	Simplex Trading Chicago, Illinois	$424K	-$1.36M	4	0.03%	Reduced
493	GFG Gray Financial Group Atlanta, Georgia	$423K	-$507K	1	0.16%	Reduced
494	SAM Securian Asset Management St Paul, Minnesota	$423K	+$11.1K	1	0.01%	Increased
495	FIM Fernwood Investment Management Quincy, Massachusetts	$421K	-$17.5K	1	0.4%	Reduced
496	LIA LS Investment Advisors Bloomfield Hills, Michigan	$417K	+$15.7K	5	0.03%	Increased
497	OA Oak Associates Akron, Ohio	$408K	$0	1	0.04%	Maintained
498	AIM Acrospire Investment Management Chicago, Illinois	$406K	+$35.8K	3	0.17%	Increased
499	TH Timber Hill Greenwich, Connecticut	$403K	+$395K	1	0%	New
500	Greenleaf Trust Kalamazoo, Michigan	$387K	$0	1	0.01%	Maintained