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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	Schonfeld Strategic Advisors New York	$546K	+$623K	2	0.04%	New
477	Numeric Investors Boston, Massachusetts	$535K	+$117K	1	0%	Increased
478	Jefferies Financial Group New York	$515K	+$352K	1	0.04%	Increased
479	TDC Thompson Davis & Co Richmond, Virginia	$513K	-$177K	4	1.21%	Reduced
480	TAMH Taikang Asset Management (HK) Hong Kong	$511K	+$583K	1	0.06%	New
481	WA WealthTrust Axiom Wayne, Pennsylvania	$509K	$0	1	0.19%	Maintained
482	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$504K	-$4.18K	1	0.79%	Reduced
483	MC Moors & Cabot Boston, Massachusetts	$504K	-$947K	1	0.07%	Reduced
484	DTL Dynamic Technology Lab Singapore	$501K	-$506K	1	0.09%	Reduced
485	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$498K	+$476K	1	0.53%	New
486	HH HWG Holdings Houston, Texas	$493K	-$1.13M	1	0.42%	Reduced
487	CCG Ceeto Capital Group Coral Gables, Florida	$489K	+$557K	1	0.35%	New
488	PCM Prelude Capital Management New York	$488K	-$1.61M	3	0.04%	Reduced
489	Carnegie Investment Counsel Pepper Pike, Ohio	$484K	-$47.2K	1	0.04%	Reduced
490	Boothbay Fund Management New York	$480K	-$1.13M	2	0.07%	Reduced
491	SGI Summit Global Investments Bountiful, Utah	$478K	+$548K	1	0.07%	New
492	MAP Moody Aldrich Partners Marblehead, Massachusetts	$476K	+$543K	1	0.39%	New
493	Quantbot Technologies New York	$475K	-$276K	2	0.04%	Reduced
494	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$475K	+$436K	2	0.12%	Increased
495	Level Four Advisory Services Dallas, Texas	$469K	+$8K	1	0.04%	Increased
496	SAM Shell Asset Management The Hague, Netherlands	$468K	$0	1	0.01%	Maintained
497	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$449K	-$19.9K	1	0.32%	Reduced
498	SAM Seelaus Asset Management Chatham, New Jersey	$446K	+$427K	1	0.39%	New
499	DIA Denver Investment Advisors Denver, Colorado	$442K	-$21.3K	1	0.02%	Reduced
500	STB S&T Bank Indiana, Pennsylvania	$442K	$0	1	0.07%	Maintained