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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	SCM SOL Capital Management Rockville, Maryland	$719K	$0	1	0.13%	Maintained
552	Livforsakringsbolaget Skandia Stockholm, Sweden	$699K	$0	1	0.08%	Maintained
553	CAM ClariVest Asset Management San Diego, California	$699K	-$1.15K	1	0.03%	Reduced
554	Forum Financial Management Lombard, Illinois	$699K	+$457	1	0.02%	Increased
555	DA DCF Advisers Greenwich, Connecticut	$696K	$0	1	0.47%	Maintained
556	Magnetar Financial Evanston, Illinois	$684K	+$426K	2	0.01%	Increased
557	Glenmede Trust Philadelphia, Pennsylvania	$681K	-$668K	3	0%	Reduced
558	MC Moors & Cabot Boston, Massachusetts	$677K	+$202K	2	0.05%	Increased
559	RSC Red Spruce Capital Berwyn, Pennsylvania	$663K	+$11.9K	1	0.42%	Increased
560	Cetera Advisors Denver, Colorado	$658K	+$432K	3	0.01%	Increased
561	AF Aldebaran Financial	$654K	-$26.1K	1	0.7%	Reduced
562	NICM Neo Ivy Capital Management New York	$644K	+$391K	1	0.44%	Increased
563	GAA Green Alpha Advisors Niwot, Colorado	$636K	+$18.6K	1	0.53%	Increased
564	CAM Connacht Asset Management New York	$630K	-$555K	2	0.29%	Reduced
565	PL Polianta Ltd St Helier, Jersey	$628K	+$52.2K	1	0.47%	Increased
566	GFA Gifford Fong Associates Lafayette, California	$625K	$0	1	0.14%	Maintained
567	CL CSS LLC Chicago, Illinois	$619K	+$58.9K	2	0.04%	Increased
568	Cantor Fitzgerald New York	$613K	+$171K	2	0.01%	Increased
569	Laird Norton Wetherby Wealth Management San Francisco, California	$605K	-$155K	1	0.04%	Reduced
570	WAM Werlinich Asset Management Stamford, Connecticut	$601K	$0	1	0.56%	Maintained
571	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$601K	+$1.39K	2	0.07%	Increased
572	VF Virtu Financial New York	$600K	-$331K	3	0.08%	Reduced
573	EMG ETF Managers Group Summit, New Jersey	$598K	+$19.3K	1	0.03%	Increased
574	SCM Segantii Capital Management Hong Kong	$595K	+$700K	1	0.02%	New
575	Greenleaf Trust Kalamazoo, Michigan	$593K	-$37.5K	3	0.01%	Reduced