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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	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$365K	+$140K	1	0.09%	Increased
502	RAM Redmond Asset Management Henrico, Virginia	$364K	$0	1	0.15%	Maintained
503	IFP Advisors Tampa, Florida	$361K	+$27.8K	8	0.02%	Increased
504	BLA Balter Liquid Alternatives Boston, Massachusetts	$359K	-$10.2K	1	0.28%	Reduced
505	SCM Sterneck Capital Management Kansas City, Missouri	$359K	$0	1	0.25%	Maintained
506	CIBC World Market Toronto, Ontario, Canada	$353K	-$597K	1	0%	Reduced
507	STB S&T Bank Indiana, Pennsylvania	$348K	$0	1	0.07%	Maintained
508	Cubist Systematic Strategies Stamford, Connecticut	$344K	-$2.98M	2	0.02%	Reduced
509	NA Neuburgh Advisers Los Angeles, California	$341K	$0	2	0.01%	Maintained
510	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$334K	-$21.9K	1	0.13%	Reduced
511	Ingalls & Snyder LLC New York	$333K	-$2.79K	1	0.02%	Reduced
512	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$326K	+$312K	1	0%	New
513	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$325K	+$326K	1	0.05%	New
514	Quantbot Technologies New York	$322K	-$1.34M	1	0.02%	Reduced
515	Holocene Advisors New York	$321K	+$307K	1	0.01%	New
516	Koshinski Asset Management Decatur, Illinois	$321K	+$254K	1	0.1%	New
517	Fred Alger Management New York	$315K	-$4.25M	1	0%	Reduced
518	Commerce Bank Kansas City, Missouri	$304K	-$1.49K	1	0%	Reduced
519	FIB First Interstate Bank Billings, Montana	$299K	+$10.2K	3	0.07%	Increased
520	CF Centaurus Financial Anaheim, California	$295K	+$140K	5	0.04%	Increased
521	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$288K	-$4.23M	5	0%	Reduced
522	NL NWAM LLC Mercer Island, Washington	$282K	-$89.9K	1	0.07%	Reduced
523	6M 6 Meridian Wichita, Kansas	$278K	+$220K	1	0.03%	New
524	Lido Advisors Los Angeles, California	$278K	+$61.6K	1	0.03%	Increased
525	SignatureFD Atlanta, Georgia	$277K	+$156K	3	0.03%	Increased