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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	CCFM Clear Creek Financial Management Silverdale, Washington	$776K	+$606K	1	0.15%	New
577	IAM Iridian Asset Management Westport, Connecticut	$775K	$0	1	0.01%	Maintained
578	SWM SeaCrest Wealth Management Purchase, New York	$759K	-$19.5K	2	0.11%	Reduced
579	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$756K	-$1.21K	1	0.3%	Reduced
580	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$754K	-$976K	1	0.27%	Reduced
581	ICM Infini Capital Management Central, Hong Kong	$748K	+$680K	1	0.6%	New
582	IMF Infini Master Fund Hong Kong	$748K	+$680K	1	0.6%	New
583	SIS Susquehanna International Securities Dublin, Ireland	$740K	-$30.3M	1	0.54%	Reduced
584	NA Navellier & Associates Reno, Nevada	$734K	+$569K	1	0.13%	New
585	LCP Legacy Capital Partners Milwaukee, Wisconsin	$733K	+$617K	1	0.29%	New
586	TIA Trust Investment Advisors Indianapolis, Indiana	$730K	-$50.4K	1	0.74%	Reduced
587	JWS Juncture Wealth Strategies Scottsdale, Arizona	$726K	+$26.9K	1	0.46%	Increased
588	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$720K	-$561K	2	0.04%	Reduced
589	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$712K	+$648K	1	0.01%	New
590	OAM Origin Asset Management London, United Kingdom	$711K	$0	1	0.07%	Maintained
591	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$700K	-$765K	1	0.1%	Reduced
592	Carnegie Investment Counsel Pepper Pike, Ohio	$689K	+$95.6K	2	0.03%	Increased
593	JIR James Investment Research Alpha, Ohio	$685K	-$1.39M	1	0.06%	Reduced
594	FQ First Quadrant Glendale, California	$683K	+$36.6K	2	0.07%	Increased
595	FA FDx Advisors Chicago, Illinois	$681K	+$556K	2	0.03%	New
596	Cornerstone Investment Partners Atlanta, Georgia	$675K	+$142K	3	0.04%	Increased
597	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$659K	-$4.08M	1	1.05%	Reduced
598	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$658K	+$580K	2	0.33%	New
599	Great Valley Advisor Group Wilmington, Delaware	$653K	+$6.12K	1	0.07%	Increased
600	AWM Altium Wealth Management Purchase, New York	$648K	+$58.5K	1	0.06%	Increased