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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	QIM Quantitative Investment Management Charlottesville, Virginia	$767K	+$792K	1	0.12%	Increased
527	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$756K	$0	1	0.08%	Maintained
528	AP Advisors Preferred Rockville, Maryland	$756K	+$707K	1	0.25%	New
529	Lido Advisors Los Angeles, California	$754K	-$3.35K	1	0.01%	Reduced
530	Illinois Municipal Retirement Fund Oak Brook, Illinois	$751K	$0	1	0.01%	Maintained
531	UM Ulysses Management New York	$748K	$0	1	0.07%	Maintained
532	JCM Janney Capital Management Pittsburgh, Pennsylvania	$737K	+$20.1K	2	0.06%	Increased
533	CIBC World Market Toronto, Ontario, Canada	$728K	-$457K	3	0%	Reduced
534	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$720K	-$22.7M	1	0.01%	Reduced
535	Oppenheimer & Co New York	$709K	-$624K	2	0.01%	Reduced
536	Rockefeller Capital Management New York	$697K	-$173K	2	0%	Reduced
537	PRC Pearl River Capital Niles, Michigan	$691K	-$1.45M	1	0.11%	Reduced
538	Level Four Advisory Services Dallas, Texas	$674K	+$617K	2	0.04%	New
539	Qube Research & Technologies (QRT) London, United Kingdom	$663K	-$6.55M	3	0%	Reduced
540	SOW State of Wyoming Cheyenne, Wyoming	$661K	+$285K	3	0.14%	Increased
541	I InceptionR Lafayette, California	$660K	+$258K	1	0.37%	Increased
542	LCM Lynwood Capital Management Toronto, Ontario, Canada	$653K	+$821K	1	1.72%	New
543	Jefferies Financial Group New York	$650K	-$582K	3	0.01%	Reduced
544	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$649K	-$2.98K	2	0.08%	Reduced
545	Cetera Advisors Denver, Colorado	$649K	+$372K	2	0.01%	Increased
546	Fulton Bank Lancaster, Pennsylvania	$645K	+$59.5K	2	0.03%	Increased
547	DA DCF Advisers Greenwich, Connecticut	$641K	$0	1	0.35%	Maintained
548	AG Ascent Group Virginia Beach, Virginia	$641K	+$264K	1	0.07%	Increased
549	TW TrinityPoint Wealth Milford, Connecticut	$622K	+$65.7K	1	0.12%	Increased
550	FA FDx Advisors Chicago, Illinois	$620K	-$238K	3	0.05%	Reduced