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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
676	FRM Fox Run Management Greenwich, Connecticut	$528K	+$594K	2	0.95%	New
677	IRF IBM Retirement Fund Armonk, New York	$526K	-$40.3K	2	0.04%	Reduced
678	LAM Lapides Asset Management Greenwich, Connecticut	$524K	+$94.4K	1	0.22%	Increased
679	GC GMT Capital Atlanta, Georgia	$515K	+$506K	1	0.04%	New
680	Simplicity Solutions Minneapolis, Minnesota	$515K	+$543K	1	0.11%	New
681	ED Exane Derivatives Paris, France	$504K	+$91.4K	3	0.14%	Increased
682	D.A. Davidson & Co Great Falls, Montana	$495K	-$91.5K	1	0.01%	Reduced
683	ACS Archford Capital Strategies Swansea, Illinois	$489K	+$129K	1	0.13%	Increased
684	SIA Strategic Investment Advisors Farmington Hills, Michigan	$477K	+$469K	1	0.12%	New
685	DRW Securities Chicago, Illinois	$474K	+$500K	1	0.02%	New
686	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$469K	+$6.26K	1	0.27%	Increased
687	PAM Premier Asset Management Chicago, Illinois	$465K	+$108K	1	0.08%	Increased
688	Algert Global San Francisco, California	$457K	-$906K	1	0.15%	Reduced
689	Capula Management Grand Cayman, Cayman Islands	$457K	+$463K	1	0.01%	New
690	Forvis Mazars Wealth Advisors Springfield, Missouri	$457K	-$4.26K	1	0.02%	Reduced
691	Heritage Investors Management Corp Bethesda, Maryland	$450K	$0	1	0.02%	Maintained
692	Geneos Wealth Management Englewood, Colorado	$438K	+$20.7K	8	0.01%	Increased
693	TCM Teza Capital Management Chicago, Illinois	$430K	+$516K	1	0.09%	New
694	Integrated Wealth Concepts Waltham, Massachusetts	$426K	+$426K	2	0.02%	New
695	Tidal Investments Milwaukee, Wisconsin	$425K	+$438K	2	0.02%	New
696	Silvercrest Asset Management New York	$422K	+$427K	1	0%	New
697	Laird Norton Wetherby Wealth Management San Francisco, California	$420K	-$13.8K	1	0.03%	Reduced
698	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$419K	+$74.6K	1	0.02%	Increased
699	Parallel Advisors San Francisco, California	$418K	+$4.53K	6	0.02%	Increased
700	NL NWAM LLC Mercer Island, Washington	$416K	+$7.86K	1	0.04%	Increased