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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	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$1.3M	+$361K	1	0.18%	Increased
527	Profund Advisors Bethesda, Maryland	$1.3M	-$784K	3	0.05%	Reduced
528	RP Riverwater Partners Milwaukee, Wisconsin	$1.26M	-$7.83K	1	0.93%	Reduced
529	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.26M	-$34.4K	1	0.23%	Reduced
530	Ethic Inc New York	$1.24M	+$82.6K	2	0.03%	Increased
531	SCM Semanteon Capital Management Newton, Massachusetts	$1.23M	+$341K	1	0.87%	Increased
532	SignatureFD Atlanta, Georgia	$1.22M	+$15.2K	8	0.02%	Increased
533	Cornerstone Investment Partners Atlanta, Georgia	$1.22M	-$8.92K	3	0.06%	Reduced
534	SOW State of Wyoming Cheyenne, Wyoming	$1.22M	-$50.3K	4	0.2%	Reduced
535	Jacobs Levy Equity Management Florham Park, New Jersey	$1.22M	-$16.7M	2	0.01%	Reduced
536	Rafferty Asset Management New York	$1.22M	+$176K	3	0%	Increased
537	BNP Paribas Paris, France	$1.21M	$0	2	0.06%	Maintained
538	Fifth Third Bancorp Cincinnati, Ohio	$1.2M	+$4.53K	7	0%	Increased
539	Wolverine Trading Chicago, Illinois	$1.2M	-$1.61M	4	0%	Reduced
540	AIM Aigen Investment Management New York	$1.19M	-$70.7K	5	0.23%	Reduced
541	NewEdge Advisors New Orleans, Louisiana	$1.18M	-$331K	7	0.01%	Reduced
542	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.17M	$0	1	0.05%	Maintained
543	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$1.17M	+$1.1M	1	0.83%	Increased
544	DTL Dynamic Technology Lab Singapore	$1.16M	-$3.71M	3	0.13%	Reduced
545	CA Capital Advantage Walnut Creek, California	$1.16M	$0	1	0.24%	Maintained
546	Aristeia Capital Greenwich, Connecticut	$1.11M	+$1.01M	2	0.02%	New
547	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.07M	+$185K	1	0.01%	Increased
548	Tocqueville Asset Management New York	$1.07M	$0	2	0.02%	Maintained
549	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.07M	-$8.27K	2	0.08%	Reduced
550	Baird Financial Group Milwaukee, Wisconsin	$1.06M	$0	2	0%	Maintained