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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	Smithfield Trust Pittsburgh, Pennsylvania	$441K	-$113K	1	0.04%	Reduced
527	KeyBank National Association Cleveland, Ohio	$439K	-$321K	1	0%	Reduced
528	Belpointe Asset Management Reno, Nevada	$434K	+$441K	2	0.06%	New
529	FQ First Quadrant Glendale, California	$427K	-$2.03M	2	0.04%	Reduced
530	FTCM First Trust Capital Management Chicago, Illinois	$421K	+$446K	1	0.13%	New
531	SCM Silvant Capital Management Atlanta, Georgia	$417K	$0	1	0.08%	Maintained
532	MA MANA Advisors New York	$416K	+$313K	1	1.39%	Increased
533	FHA Flagship Harbor Advisors Boston, Massachusetts	$413K	+$3.38K	4	0.07%	Increased
534	Livforsakringsbolaget Skandia Stockholm, Sweden	$404K	+$334K	1	0.05%	New
535	Forvis Mazars Wealth Advisors Springfield, Missouri	$403K	+$5.17K	1	0.03%	Increased
536	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$402K	+$26.1K	1	0.11%	Increased
537	PTC Petrus Trust Company Dallas, Texas	$402K	-$348K	1	0.06%	Reduced
538	Caption Management Oklahoma City, Oklahoma	$400K	-$27.1K	1	0.01%	Reduced
539	Avior Wealth Management Omaha, Nebraska	$399K	+$65.5K	3	0.06%	Increased
540	GPCM Granite Point Capital Management Boston, Massachusetts	$397K	+$307K	1	0.06%	New
541	SCCM Schafer Cullen Capital Management New York	$396K	$0	1	0%	Maintained
542	FIA FNY Investment Advisers New York	$389K	-$218K	1	0.12%	Reduced
543	Cookson Peirce & Co Pittsburgh, Pennsylvania	$386K	-$2.67M	1	0.03%	Reduced
544	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$384K	-$6.1K	1	0.06%	Reduced
545	Synovus Financial Columbus, Georgia	$381K	-$10.4K	6	0.01%	Reduced
546	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$380K	$0	1	0.23%	Maintained
547	Private Advisor Group Morristown, New Jersey	$373K	-$295K	2	0.01%	Reduced
548	Quadrant Capital Group Cincinnati, Ohio	$371K	+$202K	5	0.04%	Increased
549	RHBC R.H. Bluestein & Co Birmingham, Michigan	$371K	-$214K	1	0.02%	Reduced
550	ECM Everence Capital Management Goshen, Indiana	$370K	$0	2	0.06%	Maintained