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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	$384K	$0	1	0.05%	Maintained
502	KMC Kirr Marbach & Co Columbus, Indiana	$383K	+$9.83K	1	0.08%	Increased
503	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$382K	+$10.7K	1	0.29%	Increased
504	OA Oak Associates Akron, Ohio	$382K	$0	1	0.04%	Maintained
505	IR Invictus RG Hamilton, Bermuda	$379K	+$327K	2	0.3%	Increased
506	Credit Agricole Montrouge Cedex, France	$374K	+$188K	2	0%	Increased
507	LIA LS Investment Advisors Bloomfield Hills, Michigan	$368K	+$38.3K	5	0.03%	Increased
508	SAM Securian Asset Management St Paul, Minnesota	$366K	+$24K	1	0.01%	Increased
509	Tower Research Capital (TRC) New York	$362K	-$425K	5	0.04%	Reduced
510	AIM Acrospire Investment Management Chicago, Illinois	$360K	-$149K	3	0.24%	Reduced
511	1GA 1st Global Advisors Dallas, Texas	$353K	+$307K	1	0.05%	New
512	HSBC Holdings London, United Kingdom	$346K	+$78.7K	2	0%	Increased
513	I.G. Investment Management Winnipeg, Manitoba, Canada	$343K	+$368K	1	0%	New
514	EEG E.E. Geduld	$333K	-$872K	1	0.33%	Reduced
515	RCA Rex Capital Advisors Providence, Rhode Island	$332K	+$261K	1	0.36%	New
516	FAM Fortaleza Asset Management Chicago, Illinois	$331K	-$70.4K	3	0.46%	Reduced
517	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$330K	-$8.15K	1	0.16%	Reduced
518	IFP Advisors Tampa, Florida	$321K	+$15.5K	7	0.02%	Increased
519	RCM Riverhead Capital Management Wilmington, Delaware	$319K	-$1.49M	5	0.02%	Reduced
520	DCM Dupont Capital Management Wilmington, Delaware	$318K	-$312K	1	0.01%	Reduced
521	NEAM New England Asset Management Farmington, Connecticut	$313K	+$247K	1	0.01%	New
522	FAB First American Bank Dundee, Illinois	$306K	+$241K	1	0.03%	New
523	VAM Verity Asset Management Durham, North Carolina	$306K	-$50.7K	2	0.29%	Reduced
524	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$305K	+$49.5K	1	0.06%	Increased
525	FP Foundry Partners Minneapolis, Minnesota	$302K	-$8.98K	1	0.02%	Reduced