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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	Laird Norton Wetherby Wealth Management San Francisco, California	$499K	+$90.8K	1	0.07%	Increased
477	ANI American National Insurance Galveston, Texas	$496K	$0	1	0.02%	Maintained
478	Janus Henderson Group London,	$484K	+$478K	2	0%	New
479	LCM Landscape Capital Management Englewood, New Jersey	$478K	+$447K	2	0.04%	New
480	MAI Capital Management Independence, Ohio	$476K	$0	1	0.03%	Maintained
481	AAM Aureus Asset Management Boston, Massachusetts	$467K	$0	1	0.06%	Maintained
482	Synovus Financial Columbus, Georgia	$467K	+$351K	5	0.01%	Increased
483	CPP Crow Point Partners Boston, Massachusetts	$463K	+$370K	1	0.09%	Increased
484	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$459K	+$20K	1	0.07%	Increased
485	Baker Avenue Asset Management San Francisco, California	$454K	$0	1	0.04%	Maintained
486	SAM Seelaus Asset Management Chatham, New Jersey	$452K	-$13.2K	1	0.39%	Reduced
487	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$450K	+$458K	2	0.01%	New
488	BRF B. Riley Financial Los Angeles, California	$438K	-$1.63M	1	0.11%	Reduced
489	WA WealthTrust Axiom Wayne, Pennsylvania	$427K	-$8.83K	1	0.15%	Reduced
490	PCM Piermont Capital Management St. Louis, Missouri	$426K	-$481K	1	0.13%	Reduced
491	FIA FNY Investment Advisers New York	$425K	+$383K	2	0.17%	New
492	Segall Bryant & Hamill Chicago, Illinois	$420K	+$387K	1	0.01%	New
493	Tower Research Capital (TRC) New York	$411K	+$44.7K	7	0.02%	Increased
494	II Ibex Investors Denver, Colorado	$403K	+$415K	1	0.23%	New
495	SEC Seven Eight Capital New York	$398K	-$3.11M	1	0.03%	Reduced
496	UFF USA Financial Formulas Ada, Michigan	$398K	$0	1	0.1%	Maintained
497	VHAM Van Hulzen Asset Management El Dorado Hills, California	$397K	+$314K	1	0.12%	New
498	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$385K	-$203K	1	0%	Reduced
499	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$384K	+$390K	1	0.01%	New
500	TC Telemus Capital Southfield, Michigan	$370K	-$24.6K	1	0.03%	Reduced