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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	JGC J. Goldman & Co New York	$464K	-$1.38M	1	0.02%	Reduced
477	SAM Securian Asset Management St Paul, Minnesota	$459K	+$3.34K	1	0.01%	Increased
478	Private Advisor Group Morristown, New Jersey	$457K	-$206K	1	0.02%	Reduced
479	Schonfeld Strategic Advisors New York	$456K	-$9.46K	2	0.03%	Reduced
480	Bank of Nova Scotia Toronto, Ontario, Canada	$446K	-$8.38M	1	0%	Reduced
481	SAM Symphony Asset Management San Francisco, California	$446K	-$1.87M	1	0.06%	Reduced
482	Cerity Partners New York	$445K	+$405K	1	0.03%	New
483	Baker Avenue Asset Management San Francisco, California	$444K	-$23.5K	1	0.04%	Reduced
484	AAM Aureus Asset Management Boston, Massachusetts	$439K	-$6.11M	1	0.07%	Reduced
485	SAM Seelaus Asset Management Chatham, New Jersey	$438K	+$52K	1	0.38%	Increased
486	TC Telemus Capital Southfield, Michigan	$434K	-$15K	1	0.03%	Reduced
487	Aristotle Atlantic Partners Sarasota, Florida	$432K	+$118K	1	0.16%	Increased
488	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$428K	+$133K	1	0.07%	Increased
489	WA WealthTrust Axiom Wayne, Pennsylvania	$411K	-$34.6K	1	0.15%	Reduced
490	IB Intrust Bank Wichita, Kansas	$410K	+$369K	1	0.12%	New
491	P Pitcairn Conshohocken, Pennsylvania	$406K	+$365K	1	0.04%	New
492	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$406K	+$365K	1	0.07%	New
493	RAM Redmond Asset Management Henrico, Virginia	$401K	+$372K	1	0.18%	New
494	UFF USA Financial Formulas Ada, Michigan	$398K	+$362K	1	0.1%	New
495	Bridgewater Associates Westport, Connecticut	$396K	+$360K	1	0%	New
496	Laird Norton Wetherby Wealth Management San Francisco, California	$392K	+$123K	1	0.05%	Increased
497	Vident Investment Advisory Alpharetta, Georgia	$384K	+$116K	1	0.02%	Increased
498	HRT Financial New York	$381K	+$376K	1	0.18%	New
499	AIS AlphaOne Investment Services West Chester, Pennsylvania	$378K	-$2.16M	2	0.1%	Reduced
500	TDC Thompson Davis & Co Richmond, Virginia	$378K	-$186K	6	1%	Reduced