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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	Greenleaf Trust Kalamazoo, Michigan	$646K	-$62.9K	3	0.01%	Reduced
577	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$645K	$0	1	0.36%	Maintained
578	Forum Financial Management Lombard, Illinois	$643K	+$1K	1	0.03%	Increased
579	DA DCF Advisers Greenwich, Connecticut	$641K	$0	1	0.41%	Maintained
580	CL CSS LLC Chicago, Illinois	$635K	+$639K	1	0.03%	Increased
581	O'Shaughnessy Asset Management Stamford, Connecticut	$630K	-$396K	3	0.01%	Reduced
582	GTCM Gyon Technologies Capital Management Denville, New Jersey	$618K	-$16K	2	0.19%	Reduced
583	WCA Westover Capital Advisors Wilmington, Delaware	$594K	$0	1	0.23%	Maintained
584	Voloridge Investment Management Jupiter, Florida	$592K	-$8.59M	3	0%	Reduced
585	Belvedere Trading Chicago, Illinois	$580K	+$821K	1	0.02%	New
586	PL Polianta Ltd St Helier, Jersey	$571K	+$297K	1	0.47%	Increased
587	SW Solidarity Wealth Lehi, Utah	$571K	$0	1	0.33%	Maintained
588	Hillsdale Investment Management Toronto, Ontario, Canada	$565K	-$164K	1	0.05%	Reduced
589	CAAS Capital Asset Advisory Services Williamston, Michigan	$561K	-$263K	1	0.07%	Reduced
590	RIM Regent Investment Management Louisville, Kentucky	$555K	$0	2	0.16%	Maintained
591	AMC Asset Management Corp Northbrook, Illinois	$548K	-$9.58K	2	0.33%	Reduced
592	FCT First Community Trust Dubuque, Iowa	$542K	-$125K	1	0.74%	Reduced
593	OR Olympiad Research Stamford, Connecticut	$540K	-$2.16M	1	0.29%	Reduced
594	FSA Fort Sheridan Advisors Highland Park, Illinois	$526K	+$276K	1	0.18%	Increased
595	IIM Ironwood Investment Management Boston, Massachusetts	$517K	-$7.57K	1	0.36%	Reduced
596	Quadrature Capital London, United Kingdom	$510K	+$600K	2	0.02%	New
597	Ancora Advisors Cleveland, Ohio	$506K	+$904	2	0.02%	Increased
598	Employees Retirement System of Texas Austin, Texas	$502K	-$7.3M	1	0.01%	Reduced
599	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$502K	-$138K	1	0.08%	Reduced
600	RAM Redmond Asset Management Henrico, Virginia	$500K	$0	1	0.19%	Maintained