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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
651	Stephens Inc Little Rock, Arkansas	$578K	-$43.9K	3	0.01%	Reduced
652	GTCM Gyon Technologies Capital Management Denville, New Jersey	$568K	+$635K	1	0.16%	New
653	HT HAP Trading New York	$568K	-$566K	1	0.03%	Reduced
654	XTX Topco George Town, Cayman Islands	$564K	+$503K	3	0.23%	Increased
655	GFA Gifford Fong Associates Lafayette, California	$560K	$0	1	0.13%	Maintained
656	Ovata Capital Management Hong Kong	$557K	+$645K	1	0.16%	Increased
657	MC Merlin Capital Newport, Rhode Island	$554K	-$2.04K	2	1.11%	Reduced
658	Ancora Advisors Cleveland, Ohio	$550K	+$1.06K	2	0.02%	Increased
659	KCM KRS Capital Management Bloomfield, Michigan	$550K	$0	2	0.78%	Maintained
660	ABLA Alan B. Lancz & Associates Toledo, Ohio	$547K	-$15K	1	0.54%	Reduced
661	Aureus Asset Management Boston, Massachusetts	$547K	-$474K	1	0.04%	Reduced
662	Altium Wealth Management Purchase, New York	$544K	-$27.9K	1	0.04%	Reduced
663	Vontobel Holding Zurich, Switzerland	$542K	-$2.13M	2	0.01%	Reduced
664	Patten & Patten Chattanooga, Tennessee	$538K	-$58.6K	1	0.05%	Reduced
665	CAM Connacht Asset Management New York	$531K	-$180K	2	0.22%	Reduced
666	Westover Capital Advisors Wilmington, Delaware	$529K	$0	1	0.2%	Maintained
667	AP AtonRa Partners Geneva, Switzerland	$527K	-$143K	1	0.48%	Reduced
668	MGO One Seven Beachwood, Ohio	$526K	-$819K	2	0.07%	Reduced
669	Pzena Investment Management New York	$526K	+$10.8K	1	0%	Increased
670	SeaCrest Wealth Management Purchase, New York	$524K	+$108K	5	0.07%	Increased
671	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$523K	-$3.17M	1	0.01%	Reduced
672	Skylands Capital Milwaukee, Wisconsin	$522K	+$625K	1	0.08%	New
673	PL Polianta Ltd St Helier, Jersey	$519K	+$622K	1	0.44%	New
674	FRM Fox Run Management Greenwich, Connecticut	$515K	+$304K	1	0.26%	Increased
675	HighTower Trust Houston, Texas	$515K	+$23.9K	1	0.05%	New