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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	LCM LCM Capital Management Chicago, Illinois	$940K	+$7.66K	1	0.79%	Increased
552	AMC Asset Management Corp Northbrook, Illinois	$937K	-$323K	2	0.47%	Reduced
553	PCM Perkins Capital Management Wayzata, Minnesota	$937K	$0	1	0.58%	Maintained
554	BU BBVA USA Birmingham, Alabama	$928K	-$101K	3	0.05%	Reduced
555	H HoyleCohen San Diego, California	$920K	$0	4	0.09%	Maintained
556	VAM Verity Asset Management Durham, North Carolina	$917K	+$105K	1	0.59%	Increased
557	DTL Dynamic Technology Lab Singapore	$914K	+$304K	2	0.11%	Increased
558	Quilter Plc London, United Kingdom	$914K	+$29K	1	0.03%	Increased
559	Tokio Marine Asset Management Tokyo, Japan	$914K	$0	1	0.08%	Maintained
560	Smithfield Trust Pittsburgh, Pennsylvania	$906K	-$5.03K	3	0.06%	Reduced
561	People's United Financial Bridgeport, Connecticut	$899K	-$16.6K	1	0.02%	Reduced
562	EMG ETF Managers Group Summit, New Jersey	$896K	+$861K	1	0.02%	New
563	Simplicity Solutions Minneapolis, Minnesota	$892K	+$132K	1	0.14%	Increased
564	Maven Securities St Helier, Jersey	$890K	-$1.04M	1	0.03%	Reduced
565	GTCM Gyon Technologies Capital Management Denville, New Jersey	$887K	+$507K	2	0.24%	Increased
566	PP Patten & Patten Chattanooga, Tennessee	$881K	+$58.3K	1	0.07%	Increased
567	Kestra Private Wealth Services Austin, Texas	$878K	-$458K	3	0.05%	Reduced
568	SCM SOL Capital Management Rockville, Maryland	$875K	-$21.5K	1	0.17%	Reduced
569	IIM Ironwood Investment Management Boston, Massachusetts	$874K	-$4.5K	1	0.45%	Reduced
570	SignatureFD Atlanta, Georgia	$873K	+$7.33K	8	0.03%	Increased
571	Greenleaf Trust Kalamazoo, Michigan	$862K	+$30.2K	3	0.01%	Increased
572	Commerce Bank Kansas City, Missouri	$860K	-$58.4K	1	0.01%	Reduced
573	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$855K	+$107K	1	0.44%	Increased
574	IB Intrust Bank Wichita, Kansas	$849K	+$53.4K	1	0.11%	Increased
575	M&T Bank Buffalo, New York	$846K	+$309K	2	0%	Increased