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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	IndexIQ Advisors New York	$847K	-$24.1K	2	0.03%	Reduced
577	JP Morgan Private Wealth Advisors San Francisco, California	$842K	+$9.35K	2	0%	Increased
578	MAI Capital Management Independence, Ohio	$836K	$0	1	0.02%	Maintained
579	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$833K	+$603K	4	0.02%	Increased
580	CIBC Asset Management Toronto, Ontario, Canada	$829K	$0	3	0%	Maintained
581	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$826K	$0	1	0.41%	Maintained
582	PP Patten & Patten Chattanooga, Tennessee	$806K	-$939K	1	0.06%	Reduced
583	BCM Bayesian Capital Management Brooklyn, New York	$805K	+$780K	2	0.21%	New
584	DA DCF Advisers Greenwich, Connecticut	$798K	-$91.7K	1	0.28%	Reduced
585	CC Cipher Capital New York	$795K	-$1.04M	2	0.44%	Reduced
586	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$795K	$0	2	0.05%	Maintained
587	WAM World Asset Management Detroit, Michigan	$795K	-$28.8K	3	0.07%	Reduced
588	BSB Bangor Savings Bank Bangor, Maine	$793K	+$769K	1	0.09%	New
589	Laird Norton Wetherby Wealth Management San Francisco, California	$789K	+$203K	1	0.05%	Increased
590	Magnetar Financial Evanston, Illinois	$787K	-$1.58M	2	0.01%	Reduced
591	Boston Partners Boston, Massachusetts	$784K	+$67.7K	1	0%	Increased
592	B Bellecapital Zurich, Switzerland	$782K	$0	1	0.24%	Maintained
593	AAM Aureus Asset Management Boston, Massachusetts	$780K	$0	1	0.05%	Maintained
594	WAM Westport Asset Management Southport, Connecticut	$779K	$0	1	0.34%	Maintained
595	Empirical Finance Havertown, Pennsylvania	$778K	-$625K	1	0.13%	Reduced
596	RSC Red Spruce Capital Berwyn, Pennsylvania	$771K	+$69.4K	1	0.45%	Increased
597	SGAM Smith Group Asset Management Dallas, Texas	$769K	-$22.3M	2	0.04%	Reduced
598	RIM Regent Investment Management Louisville, Kentucky	$768K	-$192K	2	0.18%	Reduced
599	Palisade Capital Management Fort Lee, New Jersey	$765K	$0	1	0.02%	Maintained
600	XTX Topco George Town, Cayman Islands	$764K	+$107K	1	0.26%	Increased