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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$198K	+$14K	1	0.03%	Increased
502	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$174K	$0	1	0.16%	Maintained
503	Janney Montgomery Scott Philadelphia, Pennsylvania	$173K	-$16.4K	1	0%	Reduced
504	AIA AIMZ Investment Advisors Los Altos, California	$172K	-$13.1K	1	0.16%	Reduced
505	LIA LS Investment Advisors Bloomfield Hills, Michigan	$172K	+$30.1K	5	0.01%	Increased
506	AssetMark Inc Concord, California	$171K	+$183K	2	0%	New
507	CCA Checchi Capital Advisers Beverly Hills, California	$170K	+$9.4K	1	0.05%	Increased
508	Greenleaf Trust Kalamazoo, Michigan	$170K	+$190K	1	0.01%	New
509	SHJ Sharkey, Howes & Javer Denver, Colorado	$170K	$0	1	0.13%	Maintained
510	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$168K	$0	1	0.2%	Maintained
511	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$164K	-$2.63K	1	0.03%	Reduced
512	PAM PT Asset Management Chicago, Illinois	$163K	+$182K	1	0.04%	New
513	ED Exane Derivatives Paris, France	$161K	+$21.9K	1	0.02%	Increased
514	PCM Polaris Capital Management Boston, Massachusetts	$151K	$0	1	0.02%	Maintained
515	HIC Holderness Investments Company Greensboro, North Carolina	$148K	$0	1	0.16%	Maintained
516	Gateway Investment Advisers Cincinnati, Ohio	$147K	$0	1	0%	Maintained
517	Moneta Group Investment Advisors St Louis, Missouri	$147K	+$165K	1	0.04%	New
518	CAM Carret Asset Management New York	$146K	-$31.2K	1	0.03%	Reduced
519	Nordea Investment Management Stockholm, Sweden	$136K	+$54.5K	1	0%	Increased
520	HRT Financial New York	$128K	-$30.1K	1	0.11%	Reduced
521	AWCI Alpine Woods Capital Investors Purchase, New York	$119K	+$13.1K	1	0.01%	Increased
522	TSS Two Sigma Securities New York	$118K	+$114K	1	0.19%	New
523	FWM Frontier Wealth Management Kansas City, Missouri	$107K	+$3.29K	1	0.02%	Increased
524	Zurich Cantonal Bank Zurich, Switzerland	$106K	+$83.7K	6	0%	Increased
525	First Allied Advisory Services San Diego, California	$105K	-$203K	1	0.01%	Reduced