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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	Caption Management Oklahoma City, Oklahoma	$972K	+$970K	1	0.05%	Increased
477	WAM World Asset Management Detroit, Michigan	$960K	+$176K	3	0.05%	Increased
478	AIM Alambic Investment Management Belvedere, California	$959K	-$1.57M	1	0.39%	Reduced
479	Baird Financial Group Milwaukee, Wisconsin	$957K	+$534K	2	0.01%	Increased
480	CF Centaurus Financial Anaheim, California	$933K	+$876K	1	0.16%	Increased
481	Allstate Corporation Northbrook, Illinois	$914K	$0	2	0.02%	Maintained
482	Schonfeld Strategic Advisors New York	$906K	+$22.7K	2	0.03%	Increased
483	AWM Affinity Wealth Management Wilmington, Delaware	$899K	+$334K	1	0.36%	Increased
484	Sculptor Capital New York	$899K	-$1.46M	1	0.01%	Reduced
485	MAM Marketfield Asset Management New York	$886K	$0	1	0.38%	Maintained
486	CPA Cowen Prime Advisors New York	$881K	+$42.8K	2	0.46%	Increased
487	HIM Herald Investment Management London, United Kingdom	$880K	$0	1	0.22%	Maintained
488	Eventide Asset Management Boston, Massachusetts	$875K	+$783K	1	0.03%	Increased
489	Magnetar Financial Evanston, Illinois	$867K	+$902K	1	0.02%	New
490	Palisade Capital Management Fort Lee, New Jersey	$854K	-$92.7K	2	0.03%	Reduced
491	Sterling Capital Management Charlotte, North Carolina	$845K	+$853K	1	0.01%	New
492	RA Rational Advisors Huntington, New York	$837K	+$266K	1	0.23%	Increased
493	Baker Avenue Asset Management San Francisco, California	$833K	+$228K	2	0.07%	Increased
494	Kingsview Wealth Management Grants Pass, Oregon	$816K	+$295K	1	0.12%	Increased
495	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$793K	-$505K	2	0.07%	Reduced
496	PC PA Capital Richmond, Virginia	$791K	+$393K	1	0.71%	Increased
497	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$784K	-$311K	1	0.09%	Reduced
498	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$780K	+$19.8K	1	0.12%	Increased
499	TD Asset Management Toronto, Ontario, Canada	$779K	-$59.1K	2	0%	Reduced
500	JIP Jaffetilchin Investment Partners Tampa, Florida	$773K	+$169K	2	0.17%	Increased