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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
551	LMR Partners London, United Kingdom	$323K	+$227K	1	0.03%	New
552	SSG Summit Securities Group New York	$321K	+$310K	1	0.09%	New
553	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$320K	-$529K	1	0.28%	Reduced
554	BHB Bank Hapoalim BM Tel Aviv, Israel	$314K	+$121K	1	0.07%	Increased
555	OAM Oxford Asset Management Oxford, United Kingdom	$302K	-$325K	1	0.01%	Reduced
556	IFP Advisors Tampa, Florida	$299K	-$15.2K	7	0.01%	Reduced
557	PAG Private Advisory Group Redmond, Washington	$299K	-$197K	1	0.2%	Reduced
558	First Citizens Bank & Trust Raleigh, North Carolina	$293K	-$134K	1	0.04%	Reduced
559	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$288K	+$144K	2	0.05%	Increased
560	Baird Financial Group Milwaukee, Wisconsin	$284K	+$198K	1	0%	Increased
561	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$282K	+$378	1	0.05%	Increased
562	AAM American Asset Management Boca Raton, Florida	$281K	+$22.1K	1	0.17%	Increased
563	Ingalls & Snyder LLC New York	$281K	$0	1	0.02%	Maintained
564	Laird Norton Wetherby Wealth Management San Francisco, California	$281K	+$65K	1	0.05%	Increased
565	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$277K	-$98.2K	1	0.2%	Reduced
566	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$276K	+$287K	1	0.03%	New
567	TAM Tyers Asset Management Austin, Texas	$274K	-$11.8K	4	0.01%	Reduced
568	Gradient Investments Arden Hills, Minnesota	$273K	+$252K	1	0.02%	Increased
569	RHBC R.H. Bluestein & Co Birmingham, Michigan	$271K	$0	1	0.02%	Maintained
570	3C 361 Capital Denver, Colorado	$270K	+$204K	2	0.06%	New
571	NL NWAM LLC Mercer Island, Washington	$268K	+$2.16K	1	0.08%	Increased
572	ACI AMP Capital Investors Sydney, Australia	$267K	+$276K	1	0%	New
573	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$259K	-$130K	1	0.01%	Reduced
574	PAM Princeton Alpha Management Princeton Junction, New Jersey	$254K	-$424K	1	0.09%	Reduced
575	CD Carl Domino West Palm Beach, Florida	$251K	+$5.03K	1	0.27%	Increased