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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	CCG Ceeto Capital Group Coral Gables, Florida	$1.19M	-$498K	2	0.54%	Reduced
577	WAM Werlinich Asset Management Stamford, Connecticut	$1.19M	-$29.2K	1	0.91%	Reduced
578	Keeley-Teton Advisors Chicago, Illinois	$1.17M	+$1.16M	2	0.12%	New
579	NewEdge Advisors New Orleans, Louisiana	$1.17M	-$1.09M	2	0.02%	Reduced
580	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.13M	-$3.04M	1	0.01%	Reduced
581	Cornerstone Investment Partners Atlanta, Georgia	$1.12M	+$76.7K	2	0.06%	Increased
582	TD Waterhouse Canada Toronto, Ontario, Canada	$1.12M	-$107K	6	0.01%	Reduced
583	WAM WealthTrust Asset Management Destin, Florida	$1.12M	-$1.11M	1	0.8%	Reduced
584	HT HAP Trading New York	$1.11M	-$559K	1	0.05%	Reduced
585	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$1.11M	-$185K	2	0.84%	Reduced
586	Two Sigma Securities New York	$1.11M	+$4.33K	2	0.04%	Increased
587	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.1M	+$1.15M	1	0.01%	New
588	Choate Investment Advisors Boston, Massachusetts	$1.1M	+$817K	2	0.06%	Increased
589	AWM Ameliora Wealth Management Zurich, Switzerland	$1.1M	+$146K	1	0.72%	Increased
590	PCM Perkins Capital Management Wayzata, Minnesota	$1.09M	-$16.4K	1	0.89%	Reduced
591	Smithfield Trust Pittsburgh, Pennsylvania	$1.09M	-$25.3K	3	0.07%	Reduced
592	Intrust Bank Wichita, Kansas	$1.09M	+$45.2K	1	0.14%	Increased
593	IIM Ironwood Investment Management Boston, Massachusetts	$1.09M	+$272	1	0.59%	Increased
594	CF CNA Financial Chicago, Illinois	$1.08M	-$139K	1	0.34%	Reduced
595	Shay Capital New York	$1.08M	-$1.42M	3	0.14%	Reduced
596	Walleye Capital New York	$1.08M	-$295K	1	0.03%	Reduced
597	Capital Impact Advisors Boston, Massachusetts	$1.07M	+$1M	1	0.78%	New
598	Capital Asset Advisory Services Williamston, Michigan	$1.07M	-$212K	1	0.11%	Reduced
599	Focus Financial Network Minneapolis, Minnesota	$1.07M	+$1.08M	1	0.07%	New
600	Cetera Advisors Denver, Colorado	$1.06M	-$262K	3	0.02%	Reduced