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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	GAM Griffin Asset Management New York	$382K	+$390K	1	0.06%	New
577	ECM Everence Capital Management Goshen, Indiana	$379K	-$286K	2	0.06%	Reduced
578	AAM Aureus Asset Management Boston, Massachusetts	$378K	$0	1	0.05%	Maintained
579	FHA Flagship Harbor Advisors Boston, Massachusetts	$374K	+$32.9K	5	0.07%	Increased
580	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$373K	+$98.8K	6	0%	Increased
581	Synovus Financial Columbus, Georgia	$370K	+$340K	6	0.01%	Increased
582	GC GMT Capital Atlanta, Georgia	$369K	$0	1	0.01%	Maintained
583	RAM Redmond Asset Management Henrico, Virginia	$369K	+$1.44K	1	0.16%	Increased
584	WA WealthTrust Axiom Wayne, Pennsylvania	$357K	+$10.8K	2	0.13%	Increased
585	CCM Concourse Capital Management Atlanta, Georgia	$352K	$0	1	0.32%	Maintained
586	Commerce Bank Kansas City, Missouri	$350K	+$68.5K	1	0%	Increased
587	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$349K	-$201K	1	0.08%	Reduced
588	GFS GYL Financial Synergies West Hartford, Connecticut	$347K	+$29.1K	1	0.17%	Increased
589	CC Cipher Capital New York	$345K	-$4.62M	1	0.03%	Reduced
590	CPP Crow Point Partners Boston, Massachusetts	$343K	-$74.5K	1	0.05%	Reduced
591	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$343K	-$6.67K	2	0.05%	Reduced
592	SP Symmetry Partners Glastonbury, Connecticut	$343K	+$366K	1	0.07%	New
593	Cetera Advisors Denver, Colorado	$342K	-$120K	2	0.02%	Reduced
594	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$342K	-$1.68K	1	0.11%	Reduced
595	HR Hayden Royal Charlotte, North Carolina	$339K	+$14.4K	2	0.3%	Increased
596	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
597	Ingalls & Snyder LLC New York	$336K	-$1.26K	1	0.02%	Reduced
598	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$335K	+$70.3K	1	0.04%	Increased
599	QT Quantamental Technologies White Plains, New York	$335K	+$220K	2	0.11%	Increased
600	TSS Two Sigma Securities New York	$335K	-$1.01M	2	0%	Reduced