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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	MML Investors Services Springfield, Massachusetts	$1.74M	-$994K	3	0.01%	Reduced
502	CUAMC China Universal Asset Management Company Shanghai, China	$1.72M	+$1.63M	1	0.19%	New
503	SEC Seven Eight Capital New York	$1.72M	+$1.1M	1	0.15%	Increased
504	KFS Keynote Financial Services Vernon, Connecticut	$1.72M	-$125K	2	1.32%	Reduced
505	SOW State of Wyoming Cheyenne, Wyoming	$1.71M	+$199K	4	0.24%	Increased
506	Altshuler Shaham Tel Aviv, Israel	$1.69M	-$92.2K	1	0.1%	Reduced
507	Jump Financial Chicago, Illinois	$1.68M	-$3.69M	3	0.03%	Reduced
508	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.64M	-$1.22M	1	0.11%	Reduced
509	Advisors Asset Management Monument, Colorado	$1.63M	+$441K	6	0.03%	Increased
510	Sanctuary Advisors Indianapolis, Indiana	$1.63M	+$478K	4	0.01%	Increased
511	TCM Teza Capital Management Chicago, Illinois	$1.63M	-$208K	2	0.18%	Reduced
512	NewEdge Advisors New Orleans, Louisiana	$1.63M	+$143K	7	0.01%	Increased
513	WA WealthTrust Axiom Wayne, Pennsylvania	$1.62M	-$32.4K	2	0.48%	Reduced
514	Envestnet Portfolio Solutions Chicago, Illinois	$1.6M	-$528K	5	0.01%	Reduced
515	AC AXQ Capital Jersey City, New Jersey	$1.58M	+$1.12M	2	0.48%	Increased
516	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.58M	-$437K	1	0.02%	Reduced
517	BHMP Bardin Hill Management Partners New York	$1.58M	+$1.44M	1	0.73%	New
518	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.58M	+$329K	1	0.23%	Increased
519	Circle Wealth Management Summit, New Jersey	$1.57M	+$697K	1	0.03%	Increased
520	Inspire Investing Meridian, Idaho	$1.52M	-$540K	4	0.16%	Reduced
521	Commerce Bank Kansas City, Missouri	$1.51M	-$55.8K	2	0.01%	Reduced
522	Eisler Capital (US) New York	$1.5M	-$3.2M	1	0.03%	Reduced
523	GAMCO Investors Greenwich, Connecticut	$1.5M	+$163K	2	0.02%	Increased
524	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.49M	$0	1	0.06%	Maintained
525	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$1.49M	$0	1	1.01%	Maintained