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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
501	SGA Strategic Global Advisors Newport Beach, California	$157K	+$50.5K	1	0.09%	Increased
502	Tower Research Capital (TRC) New York	$157K	-$645K	7	0.01%	Reduced
503	Point72 Asset Management Stamford, Connecticut	$156K	+$151K	1	0%	New
504	HIC Holderness Investments Company Greensboro, North Carolina	$150K	-$8.21K	1	0.15%	Reduced
505	ED Exane Derivatives Paris, France	$139K	+$67.6K	1	0.02%	Increased
506	MCM Monarch Capital Management Fort Wayne, Indiana	$139K	$0	1	0.05%	Maintained
507	PCM Polaris Capital Management Boston, Massachusetts	$139K	$0	1	0.02%	Maintained
508	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$132K	+$110K	1	0.02%	New
509	Trillium Asset Management Boston, Massachusetts	$124K	-$2.26M	1	0.01%	Reduced
510	AP Advisors Preferred Rockville, Maryland	$123K	-$11.6K	1	0.07%	Reduced
511	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$122K	-$6.92K	1	0%	Reduced
512	Nordea Investment Management Stockholm, Sweden	$113K	+$109K	1	0%	New
513	AWCI Alpine Woods Capital Investors Purchase, New York	$107K	+$114K	1	0.01%	New
514	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$106K	+$364	1	0%	Increased
515	FWM Frontier Wealth Management Kansas City, Missouri	$104K	+$111K	1	0.02%	New
516	CCB Cutter & Co Brokerage Ballwin, Missouri	$99K	+$106K	1	0.04%	New
517	SCM SOL Capital Management Rockville, Maryland	$96K	$0	1	0.04%	Maintained
518	AAM Auxier Asset Management Aurora, Oregon	$94K	$0	1	0.02%	Maintained
519	Curi RMB Capital Chicago, Illinois	$91K	-$3K	1	0.01%	Reduced
520	Cambridge Investment Research Advisors Fairfield, Iowa	$87K	+$2.38K	1	0%	Increased
521	Edmond de Rothschild Holding Chambesy, Switzerland	$83K	+$88.6K	1	0%	New
522	CA Corrado Advisors Ramsey, New Jersey	$81K	+$86.4K	1	0.04%	New
523	Fisher Asset Management Camas, Washington	$81K	$0	1	0%	Maintained
524	Ronald Blue & Co Roswell, Georgia	$80K	+$875	1	0%	Increased
525	CIM CIM Investment Management Pittsburgh, Pennsylvania	$77K	$0	1	0.03%	Maintained