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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	CL CIM LLC Albany, New York	$928K	+$26K	1	0.17%	Increased
552	Quantbot Technologies New York	$921K	+$227K	2	0.1%	Increased
553	DZ Bank Frankfurt Am Main, Germany	$911K	-$968K	1	0%	Reduced
554	Livforsakringsbolaget Skandia Stockholm, Sweden	$910K	$0	1	0.08%	Maintained
555	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$910K	+$152K	5	0%	Increased
556	HA H2O AM London, United Kingdom	$906K	$0	1	2.21%	Maintained
557	WAM World Asset Management Detroit, Michigan	$903K	+$226K	3	0.09%	Increased
558	FMT First Mercantile Trust Cordova, Tennessee	$902K	-$70.1K	3	0.1%	Reduced
559	CH Canton Hathaway Providence, Rhode Island	$897K	-$94.5K	1	0.3%	Reduced
560	Cetera Advisor Networks El Segundo, California	$893K	-$56.2K	2	0.02%	Reduced
561	WIS Wright Investors Service Shelton, Connecticut	$892K	+$811K	1	0.31%	New
562	ADIM Alpha DNA Investment Management Columbia, Maryland	$871K	+$685K	3	0.93%	New
563	PIM Platinum Investment Management Sydney Australia 2000, Australia	$870K	+$732K	1	0.02%	New
564	BHB Bank Hapoalim BM Tel Aviv, Israel	$837K	-$437K	1	0.12%	Reduced
565	CIBC Asset Management Toronto, Ontario, Canada	$835K	+$201K	3	0%	Increased
566	SignatureFD Atlanta, Georgia	$827K	-$47.8K	8	0.04%	Reduced
567	AAM Aureus Asset Management Boston, Massachusetts	$816K	$0	1	0.07%	Maintained
568	Palisade Capital Management Fort Lee, New Jersey	$812K	-$99.1K	1	0.02%	Reduced
569	AR Advisory Research Chicago, Illinois	$805K	+$628K	1	0.06%	New
570	CI Cigna Investments Bloomfield, Connecticut	$804K	+$677K	3	0.06%	New
571	Brookstone Capital Management Wheaton, Illinois	$796K	-$16.9K	1	0.03%	Reduced
572	Sculptor Capital New York	$782K	+$788K	1	0%	New
573	APA American Portfolios Advisors Holbrook, New York	$781K	-$162K	6	0.04%	Reduced
574	IB Intrust Bank Wichita, Kansas	$778K	-$42.9K	1	0.12%	Reduced
575	MAI Capital Management Independence, Ohio	$777K	-$30.2K	1	0.02%	Reduced