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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	MC Moors & Cabot Boston, Massachusetts	$515K	+$229K	2	0.05%	Increased
602	LMR Partners London, United Kingdom	$513K	+$471K	1	0.01%	New
603	Trexquant Investment Stamford, Connecticut	$511K	+$78.7K	2	0.04%	Increased
604	FHB First Hawaiian Bank Honolulu, Hawaii	$510K	+$478K	1	0.03%	New
605	GC GMT Capital Atlanta, Georgia	$510K	$0	1	0.03%	Maintained
606	AAM Aureus Asset Management Boston, Massachusetts	$507K	$0	1	0.06%	Maintained
607	Csenge Advisory Group Clearwater, Florida	$499K	+$138K	1	0.07%	Increased
608	IP Intellectus Partners San Francisco, California	$494K	+$454K	2	0.19%	New
609	IAM Iridian Asset Management Westport, Connecticut	$482K	-$33.7M	1	0.01%	Reduced
610	IEQ Capital Foster City, California	$477K	+$72.3K	1	0.03%	Increased
611	Teacher Retirement System of Texas Austin, Texas	$473K	+$438K	2	0%	New
612	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$472K	-$34.8K	1	0.13%	Reduced
613	Avior Wealth Management Omaha, Nebraska	$466K	+$435K	3	0.07%	Increased
614	Stratos Wealth Partners Beachwood, Ohio	$464K	+$196K	3	0.02%	Increased
615	FPC Falcon Point Capital San Francisco, California	$463K	-$378K	1	2.27%	Reduced
616	SP Symmetry Partners Glastonbury, Connecticut	$463K	+$425K	1	0.06%	New
617	Benjamin F. Edwards & Company St. Louis, Missouri	$461K	-$133K	4	0.03%	Reduced
618	FAM Formidable Asset Management Cincinnati, Ohio	$460K	+$349K	1	0.14%	Increased
619	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$460K	-$1.7K	1	0.32%	Reduced
620	JIP Jaffetilchin Investment Partners Tampa, Florida	$454K	+$425K	1	0.1%	New
621	Parallel Advisors San Francisco, California	$450K	+$10.7K	4	0.03%	Increased
622	Caxton Associates (New York) New York	$448K	+$435K	1	0.04%	New
623	SWM SeaCrest Wealth Management Purchase, New York	$443K	+$57.6K	1	0.08%	Increased
624	Allstate Corporation Northbrook, Illinois	$441K	-$221K	1	0.02%	Reduced
625	Prudential plc London, England, United Kingdom	$440K	+$412K	1	0%	New