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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
576	NL NWAM LLC Mercer Island, Washington	$267K	+$19.3K	1	0.07%	Increased
577	NA Neuburgh Advisers Los Angeles, California	$263K	+$43.6K	2	0.01%	Increased
578	FAM Fortaleza Asset Management Chicago, Illinois	$262K	-$114K	2	0.48%	Reduced
579	Jefferies Financial Group New York	$259K	+$239K	1	0.02%	New
580	Ingalls & Snyder LLC New York	$258K	$0	1	0.01%	Maintained
581	Magnetar Financial Evanston, Illinois	$257K	+$237K	1	0%	New
582	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$257K	$0	1	0.03%	Maintained
583	MAI Capital Management Independence, Ohio	$256K	+$280K	1	0.02%	New
584	ECM Everence Capital Management Goshen, Indiana	$254K	$0	1	0.06%	Maintained
585	BCM Bluefin Capital Management New York	$253K	-$391K	1	0.03%	Reduced
586	Capstone Investment Advisors New York	$253K	+$277K	1	0.01%	New
587	CBT Capital Bank & Trust Irvine, California	$251K	$0	1	0%	Maintained
588	FA FDx Advisors Chicago, Illinois	$244K	+$101K	1	0.01%	Increased
589	Cetera Advisor Networks El Segundo, California	$243K	+$266K	1	0.01%	New
590	First Citizens Bank & Trust Raleigh, North Carolina	$243K	-$48.1K	1	0.03%	Reduced
591	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$242K	$0	1	0.22%	Maintained
592	D.A. Davidson & Co Great Falls, Montana	$241K	-$12.2K	2	0%	Reduced
593	Vident Investment Advisory Alpharetta, Georgia	$238K	+$220K	1	0.01%	New
594	OI Oakbrook Investments Lisle, Illinois	$235K	+$256K	1	0.02%	New
595	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$231K	-$37.3K	1	0.15%	Reduced
596	FBC Fairfield, Bush & Co Darien, Connecticut	$227K	$0	1	0.07%	Maintained
597	SIA Starfire Investment Advisers Southfield, Michigan	$226K	$0	1	0.14%	Maintained
598	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$223K	+$244K	1	0.1%	New
599	WCA Westover Capital Advisors Wilmington, Delaware	$223K	+$244K	1	0.13%	New
600	WIS Wright Investors Service Shelton, Connecticut	$223K	-$1.3K	1	0.08%	Reduced