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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
726	MAM Mystic Asset Management Warwick, Rhode Island	$758K	+$800K	1	0.2%	New
727	First Citizens Bank & Trust Raleigh, North Carolina	$757K	+$103K	2	0.01%	Increased
728	OTL Oak Thistle LLC New York	$755K	+$639K	1	0.22%	New
729	PTC Petrus Trust Company Dallas, Texas	$752K	+$662K	2	0.07%	New
730	Lighthouse Investment Partners Palm Beach Gardens, Florida	$748K	+$442K	1	0.02%	Increased
731	Resona Asset Management Koto-Ku,tokyo, Japan	$740K	-$41.2K	1	0%	Reduced
732	GTS Securities Miami, Florida	$736K	-$12.1M	3	0.04%	Reduced
733	PI PFG Investments Woodbury, New York	$734K	-$36.7K	3	0.05%	Reduced
734	IHT Wealth Management Chicago, Illinois	$730K	-$67.6K	1	0.02%	Reduced
735	Weiss Asset Management Boston, Massachusetts	$724K	-$3.74M	1	0.01%	Reduced
736	SP SIH Partners Wilmington, Delaware	$723K	+$715K	2	0.04%	New
737	RIP Reliant Investment Partners Pinehurst, North Carolina	$722K	+$534K	1	0.64%	New
738	Advisory Services Network Atlanta, Georgia	$719K	-$1.14M	2	0.01%	Reduced
739	AIP Arrowpoint Investment Partners Singapore	$718K	+$538K	2	0.15%	New
740	AF Aldebaran Financial	$717K	-$10K	1	0.84%	Reduced
741	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$713K	-$100K	1	0.17%	Reduced
742	BC Bridgefront Capital Austin, Texas	$711K	+$318K	2	0.24%	Increased
743	AAM Azzad Asset Management Falls Church, Virginia	$708K	$0	1	0.14%	Maintained
744	EIM Essex Investment Management Boston, Massachusetts	$702K	$0	1	0.13%	Maintained
745	EP Wealth Advisors Torrance, California	$691K	+$60.9K	3	0.01%	Increased
746	Asset Management One Tokyo, Japan	$690K	-$56.3K	3	0%	Reduced
747	MC Moors & Cabot Boston, Massachusetts	$689K	-$21.3K	3	0.03%	Reduced
748	ECM Everence Capital Management Goshen, Indiana	$688K	+$580K	3	0.04%	New
749	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$678K	-$144K	1	0.39%	Reduced
750	Atria Wealth Solutions New York	$677K	+$519K	2	0.01%	Increased