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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	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$390K	+$397K	2	0.09%	New
527	AIM Axiom Investment Management New York	$387K	+$373K	1	0.08%	New
528	Caprock Group Boise, Idaho	$384K	+$6K	1	0.09%	Increased
529	SP Summit Partners Boston, Massachusetts	$382K	+$98.1K	1	0.06%	Increased
530	EMG ETF Managers Group Summit, New Jersey	$380K	-$1.62M	1	0.02%	Reduced
531	RAM Redmond Asset Management Henrico, Virginia	$378K	$0	1	0.18%	Maintained
532	CIBC Private Wealth Group Atlanta, Georgia	$371K	+$347K	1	0%	New
533	PC PA Capital Richmond, Virginia	$360K	+$400K	1	0.38%	New
534	MUFG Securities EMEA London, United Kingdom	$358K	-$65.7K	1	0%	Reduced
535	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$356K	+$1.23K	3	0.32%	Increased
536	NERM New England Research & Management Chicago, Illinois	$351K	+$328K	1	0.28%	New
537	BRF B. Riley Financial Los Angeles, California	$350K	-$33.6K	1	0.19%	Reduced
538	AAM Aureus Asset Management Boston, Massachusetts	$349K	$0	1	0.05%	Maintained
539	TCM Teza Capital Management Chicago, Illinois	$348K	-$166K	1	0.13%	Reduced
540	CPP Crow Point Partners Boston, Massachusetts	$347K	-$31.6K	1	0.06%	Reduced
541	AIC Archer Investment Corporation Carmel, Indiana	$345K	+$342K	2	0.3%	New
542	GFS GYL Financial Synergies West Hartford, Connecticut	$345K	+$333K	1	0.25%	New
543	SWM SeaCrest Wealth Management Purchase, New York	$344K	+$242K	8	0.07%	Increased
544	Shelton Capital Management Denver, Colorado	$342K	-$528K	1	0.02%	Reduced
545	AAP Ardsley Advisory Partners Stamford, Connecticut	$336K	-$11.3M	1	0.08%	Reduced
546	MC Moors & Cabot Boston, Massachusetts	$336K	-$19K	1	0.05%	Reduced
547	CAM Columbia Asset Management Ann Arbor, Michigan	$330K	+$119K	2	0.1%	Increased
548	OI Oakbrook Investments Lisle, Illinois	$329K	-$41.2K	1	0.02%	Reduced
549	Parallel Advisors San Francisco, California	$319K	+$14.5K	5	0.04%	Increased
550	P8IP Pier 88 Investment Partners San Francisco, California	$313K	-$75K	1	0.16%	Reduced