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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	ECM EMC Capital Management Houston, Texas	$1.42M	+$325K	1	0.79%	Increased
477	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.41M	+$79.6K	1	0.14%	Increased
478	William Blair & Company Chicago, Illinois	$1.41M	-$6.01K	2	0%	Reduced
479	RAM Redmond Asset Management Henrico, Virginia	$1.4M	+$1.82K	2	0.44%	Increased
480	DRW Securities Chicago, Illinois	$1.4M	+$208K	2	0.06%	Increased
481	Trexquant Investment Stamford, Connecticut	$1.38M	+$143K	2	0.11%	Increased
482	FHB First Hawaiian Bank Honolulu, Hawaii	$1.38M	-$4.61K	1	0.06%	Reduced
483	AF Aldebaran Financial	$1.38M	+$1.51M	1	1.11%	New
484	BCM Bluefin Capital Management New York	$1.38M	-$239K	1	0.14%	Reduced
485	Curi RMB Capital Chicago, Illinois	$1.38M	-$39.8K	1	0.05%	Reduced
486	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.37M	$0	1	0.18%	Maintained
487	Tower Research Capital (TRC) New York	$1.35M	-$1.75M	10	0.03%	Reduced
488	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.35M	$0	1	0.01%	Maintained
489	CF CNA Financial Chicago, Illinois	$1.35M	-$835K	1	0.37%	Reduced
490	Hillsdale Investment Management Toronto, Ontario, Canada	$1.35M	-$123K	2	0.1%	Reduced
491	BSB Bangor Savings Bank Bangor, Maine	$1.34M	+$765K	1	0.14%	Increased
492	WCA Westover Capital Advisors Wilmington, Delaware	$1.34M	+$1.54M	1	0.42%	New
493	ED Exane Derivatives Paris, France	$1.34M	+$120K	5	0.32%	Increased
494	LTI Laffer Tengler Investments Nashville, Tennessee	$1.34M	+$365K	2	0.39%	Increased
495	HT HAP Trading New York	$1.31M	-$1.11M	2	0.04%	Reduced
496	DA Duality Advisers Miami, Florida	$1.3M	-$99.5K	2	0.1%	Reduced
497	Atria Investments Charlotte, North Carolina	$1.29M	+$97.1K	1	0.02%	Increased
498	EP Edgestream Partners Princeton, New Jersey	$1.29M	+$300K	1	0.08%	Increased
499	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.29M	+$152K	2	0.18%	Increased
500	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.27M	+$147K	1	0.39%	Increased