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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	Aberdeen Group Edinburgh, United Kingdom	$759K	+$846K	1	0%	New
502	Private Advisor Group Morristown, New Jersey	$759K	-$800K	2	0.02%	Reduced
503	Sigma Planning Corp Ann Arbor, Michigan	$751K	+$173K	1	0.04%	Increased
504	TAM Tyers Asset Management Austin, Texas	$748K	+$45.3K	4	0.03%	Increased
505	HRT Financial New York	$745K	+$656K	2	0.12%	New
506	OAM Oxford Asset Management Oxford, United Kingdom	$745K	-$8.41M	2	0.02%	Reduced
507	Avantax Advisory Services Dallas, Texas	$743K	+$773K	1	0.04%	New
508	Cullen/Frost Bankers San Antonio, Texas	$741K	+$184K	2	0.02%	Increased
509	SAM Seelaus Asset Management Chatham, New Jersey	$737K	+$732K	1	0.68%	New
510	VIM Vista Investment Management Pittsburgh, Pennsylvania	$736K	+$178K	1	0.65%	Increased
511	SAM Shell Asset Management The Hague, Netherlands	$734K	$0	1	0.02%	Maintained
512	Avalon Investment & Advisory Houston, Texas	$732K	-$1.35M	1	0.02%	Reduced
513	LIA LS Investment Advisors Bloomfield Hills, Michigan	$727K	-$5.86K	5	0.05%	Reduced
514	NICM Neo Ivy Capital Management New York	$721K	+$751K	1	0.41%	New
515	Nomura Holdings Tokyo, Japan	$705K	-$5.54M	2	0%	Reduced
516	NewEdge Advisors New Orleans, Louisiana	$699K	+$76.4K	1	0.05%	Increased
517	NA Neuburgh Advisers Los Angeles, California	$659K	+$101K	2	0.02%	Increased
518	PPCM Pillar Pacific Capital Management Pacifica, California	$655K	-$5.18K	2	0.08%	Reduced
519	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$641K	+$480K	1	0.32%	Increased
520	Quantinno Capital Management New York	$636K	-$68.4K	1	0.41%	Reduced
521	Brinker Capital Berwyn, Pennsylvania	$635K	+$539K	1	0.02%	New
522	CAM Claret Asset Management Montreal, Quebec, Canada	$633K	-$88.8K	1	0.13%	Reduced
523	Eagle Global Advisors Houston, Texas	$630K	+$214K	1	0.02%	Increased
524	FQ First Quadrant Glendale, California	$630K	-$2M	2	0.05%	Reduced
525	CL CPWM LLC Seattle, Washington	$627K	-$175	2	0.09%	Reduced