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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	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.04M	+$852K	3	0.4%	Increased
502	Verition Fund Management Greenwich, Connecticut	$1.03M	-$193K	2	0.03%	Reduced
503	United Capital Financial Advisors Irving, Texas	$1.02M	+$662K	1	0.01%	Increased
504	Central Trust Company Jefferson City, Missouri	$1.01M	+$801K	3	0.05%	Increased
505	IHT Wealth Management Chicago, Illinois	$1M	+$715K	3	0.14%	Increased
506	WA Winfield Associates Cleveland, Ohio	$986K	-$45.6K	1	0.51%	Reduced
507	JT Jump Trading Chicago, Illinois	$974K	+$558K	3	0.65%	Increased
508	BRA Blue Rock Advisors Wayzata, Minnesota	$973K	+$910K	1	3.71%	New
509	Steward Partners Investment Advisory New York	$972K	+$102K	5	0.03%	Increased
510	FRM Fox Run Management Greenwich, Connecticut	$964K	+$872K	2	1.28%	New
511	Quantbot Technologies New York	$963K	+$732K	2	0.13%	Increased
512	ACM AlphaCrest Capital Management New York	$952K	-$2.86M	3	0.16%	Reduced
513	DA DCF Advisers Greenwich, Connecticut	$946K	+$246K	1	0.53%	Increased
514	PA PFG Advisors Phoenix, Arizona	$941K	+$869K	1	0.21%	New
515	PPCM Pillar Pacific Capital Management Pacifica, California	$939K	$0	2	0.1%	Maintained
516	Carnegie Investment Counsel Pepper Pike, Ohio	$938K	-$53.3K	1	0.05%	Reduced
517	HA H2O AM London, United Kingdom	$929K	-$239K	1	0.98%	Reduced
518	CC Cipher Capital New York	$925K	+$849K	1	0.15%	New
519	SCM Snow Capital Management Sewickley, Pennsylvania	$920K	-$11M	1	0.19%	Reduced
520	Nomura Holdings Tokyo, Japan	$914K	-$233K	2	0%	Reduced
521	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$902K	+$813K	3	0.2%	New
522	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$892K	+$559K	4	0.03%	Increased
523	CIC Cornercap Investment Counsel Atlanta, Georgia	$890K	-$253K	1	0.14%	Reduced
524	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$886K	+$761K	1	0.33%	New
525	APA American Portfolios Advisors Holbrook, New York	$886K	+$192K	6	0.06%	Increased