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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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$519K	-$72.5K	1	0.2%	Reduced
502	SCM SOL Capital Management Rockville, Maryland	$504K	+$55K	1	0.17%	Increased
503	Allstate Corporation Northbrook, Illinois	$501K	+$220K	1	0.02%	Increased
504	Lido Advisors Los Angeles, California	$496K	+$234K	1	0.02%	Increased
505	APA American Portfolios Advisors Holbrook, New York	$492K	+$265K	6	0.04%	Increased
506	GFA Gifford Fong Associates Lafayette, California	$488K	$0	1	0.18%	Maintained
507	Waverly Advisors Birmingham, Alabama	$485K	$0	1	0.08%	Maintained
508	Synovus Financial Columbus, Georgia	$474K	+$124K	4	0.01%	Increased
509	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$473K	+$219K	1	0.28%	Increased
510	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$471K	$0	1	0.28%	Maintained
511	Allianz Asset Management Munich, Germany	$466K	-$5M	2	0%	Reduced
512	DA DCF Advisers Greenwich, Connecticut	$465K	$0	1	0.3%	Maintained
513	Jefferies Group New York	$465K	-$4.44M	1	0.01%	Reduced
514	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$456K	+$173K	2	0.48%	Increased
515	SignatureFD Atlanta, Georgia	$447K	-$53.9K	3	0.04%	Reduced
516	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$446K	+$460K	1	0.03%	New
517	Brookstone Capital Management Wheaton, Illinois	$445K	+$14K	1	0.03%	Increased
518	IIM Ironwood Investment Management Boston, Massachusetts	$441K	+$51.5K	1	0.44%	Increased
519	TCM Teza Capital Management Chicago, Illinois	$437K	-$782K	2	1.39%	Reduced
520	Benjamin F. Edwards & Company St. Louis, Missouri	$434K	-$381K	4	0.04%	Reduced
521	Wedbush Securities Los Angeles, California	$434K	+$268K	2	0.05%	Increased
522	Quilter Plc London, United Kingdom	$431K	-$24.9K	1	0.03%	Reduced
523	CIBC Asset Management Toronto, Ontario, Canada	$430K	$0	2	0%	Maintained
524	CI Cigna Investments Bloomfield, Connecticut	$430K	+$444K	1	0.06%	New
525	Smithfield Trust Pittsburgh, Pennsylvania	$430K	+$63.2K	2	0.05%	Increased