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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	HSBC Holdings London, United Kingdom	$1.22M	-$2.71M	4	0%	Reduced
502	PFM Premier Fund Managers Guildford, United Kingdom	$1.22M	$0	1	0.05%	Maintained
503	AIM Aquila Investment Management New York	$1.22M	+$1.3M	1	1%	New
504	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.21M	-$74.5K	1	0.24%	Reduced
505	ICM Ionic Capital Management New York	$1.21M	+$366K	1	0.35%	Increased
506	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.21M	+$1.32M	1	1.41%	New
507	Atria Wealth Solutions New York	$1.18M	+$33.9K	4	0.02%	Increased
508	FA FDx Advisors Chicago, Illinois	$1.18M	$0	4	0.05%	Maintained
509	ADIM Alpha DNA Investment Management Columbia, Maryland	$1.15M	+$1.1M	1	0.34%	New
510	CYG Clean Yield Group Norwich, Vermont	$1.13M	+$113K	1	0.48%	Increased
511	BSB Bangor Savings Bank Bangor, Maine	$1.11M	+$25.6K	1	0.13%	Increased
512	SignatureFD Atlanta, Georgia	$1.11M	-$20.4K	7	0.03%	Reduced
513	Daymark Wealth Partners Cincinnati, Ohio	$1.08M	+$45.2K	1	0.14%	Increased
514	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.06M	+$114K	1	0.16%	Increased
515	WPC White Pine Capital Bloomington, Minnesota	$1.06M	+$366K	1	0.41%	Increased
516	CIBC World Market Toronto, Ontario, Canada	$1.05M	-$164K	3	0%	Reduced
517	MP McDonald Partners Cleveland, Ohio	$1.02M	+$2.79K	1	0.33%	Increased
518	PRC Pearl River Capital Niles, Michigan	$1.02M	-$7.33K	1	0.16%	Reduced
519	Ethic Inc New York	$1.02M	+$60.1K	2	0.04%	Increased
520	ARGA Investment Management Stamford, Connecticut	$1M	$0	1	0.04%	Maintained
521	PCM Princeton Capital Management Red Bank, New Jersey	$994K	-$8.54K	2	0.43%	Reduced
522	Quadrature Capital London, United Kingdom	$993K	+$451K	3	0.03%	Increased
523	HWM Hohimer Wealth Management Seattle, Washington	$990K	+$565K	2	0.29%	Increased
524	Walleye Trading New York	$986K	-$5M	2	0%	Reduced
525	UM Ulysses Management New York	$982K	+$943K	1	0.2%	New