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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
526	PL Parthenon LLC Louisville, Kentucky	$276K	-$8.83K	1	0.06%	Reduced
527	O'Shaughnessy Asset Management Stamford, Connecticut	$271K	+$9.3K	1	0.01%	Increased
528	CCI Credit Capital Investments Livingston, New Jersey	$270K	-$296K	1	0.24%	Reduced
529	First Citizens Bank & Trust Raleigh, North Carolina	$269K	+$9.27K	1	0.03%	Increased
530	D.A. Davidson & Co Great Falls, Montana	$268K	+$155K	1	0.01%	Increased
531	Glenmede Trust Philadelphia, Pennsylvania	$265K	-$195K	1	0%	Reduced
532	Brown Advisory Baltimore, Maryland	$261K	-$7.27K	1	0%	Reduced
533	FQ First Quadrant Glendale, California	$254K	+$244K	1	0%	New
534	GS Gagnon Securities New York	$254K	+$258K	1	0.07%	New
535	ED Exane Derivatives Paris, France	$254K	+$234K	2	0.04%	Increased
536	MassMutual Private Wealth & Trust Windsor, Connecticut	$252K	+$12.4K	2	0.02%	Increased
537	IFWM Institute for Wealth Management Denver, Colorado	$250K	+$99.9K	1	0.08%	Increased
538	BCA Bay Colony Advisors Concord, Massachusetts	$249K	+$239K	1	0.18%	New
539	MSR Main Street Research Lakeville, Connecticut	$248K	+$255K	1	0.04%	New
540	CPH C Partners Holding Zurich, Switzerland	$246K	+$19.2K	1	0.09%	Increased
541	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$242K	+$253K	1	0.19%	New
542	CBT Capital Bank & Trust Irvine, California	$242K	+$1.09K	2	0%	Increased
543	FGAM Financial Gravity Asset Management Lakeway, Texas	$240K	-$15.1K	5	0.23%	Reduced
544	Bridgewater Associates Westport, Connecticut	$237K	-$161K	1	0%	Reduced
545	CA Calton & Associates Tampa, Florida	$237K	+$238K	1	0.07%	New
546	WSCM Wellington Shields Capital Management New York	$236K	$0	1	0.04%	Maintained
547	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$233K	-$7.67K	1	0.13%	Reduced
548	MML Investors Services Springfield, Massachusetts	$233K	+$214K	1	0.01%	New
549	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$232K	$0	1	0.19%	Maintained
550	SAM Symphony Asset Management San Francisco, California	$232K	-$210K	1	0.05%	Reduced