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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	TC TownSquare Capital Provo, Utah	$1.62M	+$252K	1	0.06%	Increased
477	Brevan Howard Capital Management St. Helier, Jersey	$1.61M	+$1.94M	1	0.24%	New
478	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.61M	-$52.8K	1	1%	Reduced
479	IC Inscription Capital Houston, Texas	$1.6M	+$104K	1	0.55%	New
480	VF Virtu Financial New York	$1.6M	+$523K	4	0.11%	Increased
481	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.59M	+$1.46M	3	0.35%	Increased
482	LSC Lesa Sroufe & Co Seattle, Washington	$1.58M	+$285K	1	1.76%	Increased
483	APP Alpha Paradigm Partners Chicago, Illinois	$1.57M	+$1.33M	4	0.62%	Increased
484	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.57M	$0	1	0.22%	Maintained
485	MML Investors Services Springfield, Massachusetts	$1.56M	+$31.8K	3	0.02%	Increased
486	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$1.55M	$0	1	0.34%	Maintained
487	Illinois Municipal Retirement Fund Oak Brook, Illinois	$1.54M	+$319K	3	0.07%	Increased
488	Aberdeen Group Edinburgh, United Kingdom	$1.52M	-$1.08M	1	0%	Reduced
489	AE Wealth Management Topeka, Kansas	$1.52M	+$332K	4	0.02%	Increased
490	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.51M	+$285K	4	0.02%	Increased
491	William Blair & Company Chicago, Illinois	$1.51M	-$45.7K	2	0.01%	Reduced
492	Steward Partners Investment Advisory New York	$1.49M	+$321K	8	0.03%	Increased
493	DG DigitalBridge Group Boca Raton, Florida	$1.48M	+$1.45M	1	0.19%	New
494	AFM Anson Funds Management Dallas, Texas	$1.47M	+$1.55M	1	0.17%	New
495	Advisory Services Network Atlanta, Georgia	$1.45M	+$97.2K	3	0.05%	Increased
496	AC Apogem Capital New York	$1.45M	-$187K	1	0.98%	Reduced
497	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.44M	-$770K	1	0.01%	Reduced
498	MSAM Moloney Securities Asset Management Manchester, Missouri	$1.43M	+$1.28M	1	0.28%	Increased
499	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.43M	-$953K	2	0.01%	Reduced
500	SCM Salem Capital Management Woburn, Massachusetts	$1.42M	+$1.5M	1	0.85%	New