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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	MC Menta Capital San Francisco, California	$581K	+$136K	2	0.09%	Increased
502	CL Croft-Leominster Baltimore, Maryland	$567K	$0	1	0.13%	Maintained
503	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$565K	+$158K	1	1.23%	Increased
504	MML Investors Services Springfield, Massachusetts	$564K	-$308K	1	0.01%	Reduced
505	SW SVB Wealth Boston, Massachusetts	$560K	-$26.7K	2	0.02%	Reduced
506	ING Group Amsterdam, Netherlands	$557K	+$194K	1	0.01%	Increased
507	Tiedemann Advisors New York	$547K	+$616K	2	0.05%	New
508	MAM Myriad Asset Management North Point, Hong Kong	$544K	+$581K	1	0.05%	New
509	P8IP Pier 88 Investment Partners San Francisco, California	$533K	-$69.1K	2	0.21%	Reduced
510	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$531K	+$28.5K	1	0.06%	Increased
511	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$521K	+$53.8K	3	0.39%	Increased
512	HBK Investments Dallas, Texas	$520K	-$4.31M	2	0%	Reduced
513	KWMG King Wealth Management Group Naples, Florida	$517K	-$247K	1	0.19%	Reduced
514	ANI American National Insurance Galveston, Texas	$516K	+$536K	1	0.03%	New
515	CL CSS LLC Chicago, Illinois	$515K	+$551K	1	0.03%	New
516	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$514K	+$465K	1	0.13%	New
517	CAM ClariVest Asset Management San Diego, California	$510K	-$1.09M	1	0.01%	Reduced
518	HSBC Holdings London, United Kingdom	$506K	-$35.3K	2	0%	Reduced
519	LSCM LaSalle Street Capital Management Chicago, Illinois	$504K	+$250K	2	0.37%	Increased
520	SAM Shell Asset Management The Hague, Netherlands	$492K	-$492K	1	0.01%	Reduced
521	Commerce Bank Kansas City, Missouri	$478K	+$1.32K	1	0.01%	Increased
522	Highbridge Capital Management New York	$475K	-$6.64M	1	0.01%	Reduced
523	CIA Cascade Investment Advisors Oregon City, Oregon	$473K	+$46.3K	1	0.39%	Increased
524	IA Icon Advisers Greenwood Village, Colorado	$473K	$0	1	0.03%	Maintained
525	CCMH Cornerstone Capital Management Holdings New York	$455K	-$983K	2	0%	Reduced