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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	Marshall Wace London, United Kingdom	$327K	+$297K	1	0.02%	New
552	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$326K	-$8.27K	1	0.05%	Reduced
553	SCM Sterneck Capital Management Kansas City, Missouri	$323K	+$70.7K	1	0.19%	Increased
554	DekaBank Deutsche Girozentrale Frankfurt, Germany	$318K	+$349K	1	0%	New
555	AAM American Asset Management Boca Raton, Florida	$310K	-$22.5K	1	0.19%	Reduced
556	OIA Optimum Investment Advisors Chicago, Illinois	$307K	+$336K	1	0.1%	New
557	Baker Avenue Asset Management San Francisco, California	$305K	-$2.39K	1	0.03%	Reduced
558	Cookson Peirce & Co Pittsburgh, Pennsylvania	$304K	+$276K	1	0.03%	New
559	G Gainplan Bloomfield Hills, Michigan	$302K	+$327K	1	0.16%	New
560	VI Versor Investments New York	$297K	+$325K	1	0.1%	New
561	EMG Ellington Management Group Old Greenwich, Connecticut	$294K	-$535K	1	0.05%	Reduced
562	ID Integral Derivatives New York	$294K	+$15.5K	1	0.01%	Increased
563	TI Turner Investments Berwyn, Pennsylvania	$291K	-$664K	1	1.32%	Reduced
564	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$289K	+$40.7K	1	0.05%	Increased
565	Advisory Services Network Atlanta, Georgia	$288K	+$138K	5	0.03%	Increased
566	Quadrature Capital London, United Kingdom	$288K	-$4.78M	1	0.04%	Reduced
567	IB Intrust Bank Wichita, Kansas	$286K	-$34.4K	1	0.09%	Reduced
568	PL Parthenon LLC Louisville, Kentucky	$278K	$0	1	0.07%	Maintained
569	I.G. Investment Management Winnipeg, Manitoba, Canada	$275K	+$298K	1	0%	New
570	FIM Fernwood Investment Management Quincy, Massachusetts	$272K	$0	1	0.17%	Maintained
571	GP GLG Partners London, United Kingdom	$270K	+$293K	2	0.01%	New
572	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$269K	+$70.6K	1	0.3%	Increased
573	AWM Affinity Wealth Management Wilmington, Delaware	$268K	+$49.3K	1	0.16%	Increased
574	WC Wexford Capital West Palm Beach, Florida	$268K	+$95.2K	1	0.02%	Increased
575	Cerity Partners New York	$267K	+$292K	1	0.02%	New