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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
601	DCM Dynamic Capital Management St. Helier, Jersey	$186K	-$3.49M	1	0.03%	Reduced
602	HWA HCR Wealth Advisors Los Angeles, California	$173K	-$604	1	0.09%	Reduced
603	UR USCA RIA Houston, Texas	$171K	+$20.8K	1	0.03%	Increased
604	Quantbot Technologies New York	$167K	-$514K	3	0.02%	Reduced
605	Smithfield Trust Pittsburgh, Pennsylvania	$165K	+$40.8K	2	0.03%	Increased
606	CPA Court Place Advisors Ellicott City, Maryland	$163K	$0	1	0.08%	Maintained
607	CCA Checchi Capital Advisers Beverly Hills, California	$162K	+$36.8K	1	0.02%	Increased
608	AIM Acrospire Investment Management Chicago, Illinois	$155K	-$242K	5	0.13%	Reduced
609	PM Parametrica Management Wanchai, Hong Kong	$154K	-$284K	1	0.16%	Reduced
610	Krilogy Financial St. Louis, Missouri	$151K	$0	2	0.05%	Maintained
611	TSS Two Sigma Securities New York	$150K	+$139K	1	0.03%	New
612	SSB Sandy Spring Bank Olney, Maryland	$139K	+$109K	2	0.01%	Increased
613	Chevy Chase Trust Bethesda, Maryland	$136K	+$127K	1	0%	New
614	CL CSS LLC Chicago, Illinois	$136K	+$126K	1	0.01%	New
615	Cornerstone Investment Partners Atlanta, Georgia	$135K	$0	1	0.01%	Maintained
616	PFA Paradigm Financial Advisors Des Peres, Missouri	$135K	$0	1	0.07%	Maintained
617	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$132K	+$95.1K	2	0.01%	Increased
618	MAM Meeder Asset Management Dublin, Ohio	$128K	+$106K	6	0.01%	Increased
619	Raymond James Trust St. Petersburg, Florida	$128K	-$1.97K	1	0.01%	Reduced
620	FCI Financial Counselors Inc Overland Park, Kansas	$127K	-$1.16K	1	0.01%	Reduced
621	AIM Alambic Investment Management Belvedere, California	$123K	-$138K	1	0.02%	Reduced
622	People's United Financial Bridgeport, Connecticut	$120K	+$755	2	0%	Increased
623	CCB Cutter & Co Brokerage Ballwin, Missouri	$115K	+$13.6K	1	0.05%	Increased
624	HCA Harbour Capital Advisors Tysons Corner, Virginia	$114K	+$117K	2	0.05%	New
625	CIBC World Market Toronto, Ontario, Canada	$114K	-$11.1K	1	0%	Reduced