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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	Old Mission Capital Chicago, Illinois	$580K	-$6.05M	1	0.01%	Reduced
652	GC GMT Capital Atlanta, Georgia	$580K	$0	1	0.02%	Maintained
653	HMS Hanseatic Management Services Albuquerque, New Mexico	$578K	+$560K	1	0.82%	New
654	Investor AB Stockholm, Sweden	$578K	$0	1	0.01%	Maintained
655	Asset Management One Tokyo, Japan	$575K	-$66.7K	3	0%	Reduced
656	Los Angeles Capital Management Los Angeles, California	$565K	+$547K	1	0%	New
657	Fifth Third Bancorp Cincinnati, Ohio	$564K	-$757K	6	0%	Reduced
658	PAS Point72 Asia (Singapore) Singapore	$563K	-$1.75M	3	0.11%	Reduced
659	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$553K	+$218K	2	0.02%	Increased
660	First Citizens Bank & Trust Raleigh, North Carolina	$551K	+$149K	2	0.01%	Increased
661	MNBTD Moody National Bank Trust Division Galveston, Texas	$549K	+$162K	1	0.06%	Increased
662	AC Avenir Corporation Alexandria, Virginia	$543K	+$457K	1	0.05%	New
663	CIM CIM Investment Management Pittsburgh, Pennsylvania	$534K	+$187K	2	0.16%	Increased
664	WSC Wellington Shields & Co New York	$533K	$0	1	0.16%	Maintained
665	CC Corton Capital Carrying Place, Ontario, Canada	$533K	-$6.76K	1	0.26%	Reduced
666	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$531K	-$1.13K	2	0.08%	Reduced
667	PFM Premier Fund Managers Guildford, United Kingdom	$529K	-$380K	1	0.02%	Reduced
668	GAMMA Investing Foster City, California	$527K	+$239K	9	0.05%	Increased
669	CAM Claret Asset Management Montreal, Quebec, Canada	$516K	+$2.18K	2	0.08%	Increased
670	Equitable Holdings New York	$515K	+$218K	3	0.01%	Increased
671	EP Wealth Advisors Torrance, California	$514K	+$190K	2	0%	Increased
672	A AlphaQuest New York	$512K	+$391K	3	0.05%	Increased
673	SAM Shell Asset Management The Hague, Netherlands	$505K	+$438K	3	0.02%	New
674	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$504K	+$151K	2	0.05%	Increased
675	Bessemer Group Woodbridge, New Jersey	$500K	+$26.6K	8	0%	Increased