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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	OI Oakbrook Investments Lisle, Illinois	$896K	-$22.4K	2	0.06%	Reduced
477	Magnetar Financial Evanston, Illinois	$888K	-$130K	1	0.02%	Reduced
478	DA Duality Advisers Miami, Florida	$884K	+$945K	1	0.05%	New
479	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$871K	-$7.17K	1	0.12%	Reduced
480	LSC Lyon Street Capital Sausalito, California	$871K	-$258K	1	1.6%	Reduced
481	HT HAP Trading New York	$861K	+$457K	2	0.07%	Increased
482	WA Winfield Associates Cleveland, Ohio	$861K	+$579K	1	0.42%	Increased
483	MFG Magnus Financial Group New York	$853K	+$267K	3	0.16%	Increased
484	HIM Herald Investment Management London, United Kingdom	$852K	$0	1	0.25%	Maintained
485	PPCM Pillar Pacific Capital Management Pacifica, California	$850K	+$220K	3	0.1%	Increased
486	AW Alpha Windward Westwood, Massachusetts	$849K	+$342K	2	0.57%	Increased
487	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$847K	+$40.2K	2	0.17%	Increased
488	Douglass Winthrop Advisors New York	$841K	$0	1	0.03%	Maintained
489	NewEdge Advisors New Orleans, Louisiana	$841K	+$917K	1	0.04%	New
490	VI Versor Investments New York	$833K	+$440K	1	0.06%	Increased
491	Quantinno Capital Management New York	$832K	+$249K	2	0.56%	Increased
492	Sculptor Capital New York	$827K	$0	1	0.01%	Maintained
493	VIM Vista Investment Management Pittsburgh, Pennsylvania	$824K	+$35K	1	0.68%	Increased
494	KeyBank National Association Cleveland, Ohio	$821K	-$161K	2	0%	Reduced
495	Mercer Global Advisors Denver, Colorado	$815K	+$389K	2	0.02%	Increased
496	FCA FinTrust Capital Advisors Greenville, South Carolina	$812K	+$568K	4	0.28%	Increased
497	MAM Meeder Asset Management Dublin, Ohio	$812K	+$32.4K	3	0.05%	Increased
498	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$809K	$0	1	0.15%	Maintained
499	Oppenheimer Asset Management New York	$808K	-$233K	3	0.02%	Reduced
500	AIC Ayalon Insurance Company Ramat Gan, Israel	$806K	+$926K	1	0.54%	New