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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	Glenmede Trust Philadelphia, Pennsylvania	$377K	$0	4	0%	Maintained
502	NL NWAM LLC Mercer Island, Washington	$367K	+$52.4K	1	0.09%	Increased
503	Laurion Capital Management New York	$364K	-$238K	1	0%	Reduced
504	IP Isthmus Partners Madison, Wisconsin	$358K	+$61.2K	1	0.1%	Increased
505	Tower Research Capital (TRC) New York	$357K	+$249K	4	0.03%	Increased
506	BLA Balter Liquid Alternatives Boston, Massachusetts	$356K	+$377K	1	0.34%	New
507	MAI Capital Management Independence, Ohio	$343K	+$277K	1	0.02%	Increased
508	SCM Suffolk Capital Management New York	$343K	-$798K	1	0.05%	Reduced
509	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$339K	+$294K	2	0.03%	New
510	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$338K	$0	1	0.14%	Maintained
511	SP Summit Partners Boston, Massachusetts	$336K	$0	1	0.03%	Maintained
512	Highbridge Capital Management New York	$329K	-$268K	1	0.01%	Reduced
513	Ingalls & Snyder LLC New York	$328K	+$30.4K	1	0.02%	Increased
514	STB S&T Bank Indiana, Pennsylvania	$327K	-$61.5K	1	0.06%	Reduced
515	AIA Affinity Investment Advisors Newport Beach, California	$324K	+$65.1K	1	0.04%	Increased
516	SPM Symmetry Peak Management Radnor, Pennsylvania	$319K	+$287K	1	0.09%	New
517	CIBC Asset Management Toronto, Ontario, Canada	$308K	$0	1	0%	Maintained
518	IFP Advisors Tampa, Florida	$308K	$0	7	0.01%	Maintained
519	GCP GSA Capital Partners London, United Kingdom	$301K	-$1.53M	1	0.02%	Reduced
520	ECM Everence Capital Management Goshen, Indiana	$298K	$0	1	0.07%	Maintained
521	NA Neuburgh Advisers Los Angeles, California	$298K	$0	2	0.01%	Maintained
522	Brown Advisory Baltimore, Maryland	$295K	-$21.6M	1	0%	Reduced
523	TCM Teza Capital Management Chicago, Illinois	$274K	+$246K	1	0.07%	New
524	RQS Ramsey Quantitative Systems Louisville, Kentucky	$271K	+$86.7K	1	0.28%	Increased
525	PL Parthenon LLC Louisville, Kentucky	$268K	$0	1	0.06%	Maintained