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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	SAM Securian Asset Management St Paul, Minnesota	$2.4M	-$23.8K	3	0.04%	Reduced
477	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.4M	$0	2	0.01%	Maintained
478	Simplicity Solutions Minneapolis, Minnesota	$2.4M	+$1.29M	1	0.27%	Increased
479	SW SlateStone Wealth Jupiter, Florida	$2.4M	+$44K	1	0.51%	Increased
480	MGO One Seven Beachwood, Ohio	$2.39M	+$224K	3	0.25%	Increased
481	BHA Beech Hill Advisors New York	$2.39M	+$141K	1	0.91%	Increased
482	DG DigitalBridge Group Boca Raton, Florida	$2.38M	-$19K	2	0.34%	Reduced
483	Y-Intercept (HK) Hong Kong	$2.37M	+$2.15M	3	0.56%	New
484	Pathstone Family Office Englewood, New Jersey	$2.35M	+$421K	3	0.06%	Increased
485	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$2.33M	$0	1	0.37%	Maintained
486	Advisory Services Network Atlanta, Georgia	$2.28M	+$82.9K	4	0.07%	Increased
487	JP Morgan Private Wealth Advisors San Francisco, California	$2.28M	+$890K	5	0%	Increased
488	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.27M	+$171K	1	0.46%	Increased
489	APP Alpha Paradigm Partners Chicago, Illinois	$2.27M	+$9.39K	3	0.91%	Increased
490	AM Anqa Management Sag Harbor, New York	$2.26M	-$8.89M	1	2.63%	Reduced
491	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.26M	-$361K	1	0.01%	Reduced
492	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$2.22M	+$1.26M	1	0.64%	Increased
493	NewEdge Advisors New Orleans, Louisiana	$2.21M	+$938K	4	0.03%	Increased
494	KeyBank National Association Cleveland, Ohio	$2.2M	-$8.32K	4	0.01%	Reduced
495	ECM EMC Capital Management Houston, Texas	$2.19M	+$31.1K	1	1.18%	Increased
496	PWAC Private Wealth Advisors (California) Fresno, California	$2.19M	-$34.1K	1	0.47%	Reduced
497	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.17M	+$46.8K	1	0.19%	Increased
498	Rafferty Asset Management New York	$2.13M	+$797K	2	0.01%	Increased
499	EI EAM Investors Solana Beach, California	$2.12M	+$1.7M	1	0.35%	New
500	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.1M	-$622K	4	0%	Reduced