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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
351	Scotia Capital Toronto, Ontario, Canada	$3.09M	+$3.1M	3	0.02%	Increased
352	SP Summit Partners Boston, Massachusetts	$3.07M	+$187K	1	0.22%	Increased
353	CCS Concentric Capital Strategies Stamford, Connecticut	$3.06M	+$289K	1	1%	Increased
354	Cetera Advisor Networks El Segundo, California	$3.01M	+$21.7K	5	0.02%	Increased
355	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.93M	+$118K	1	0.59%	Increased
356	Xponance Philadelphia, Pennsylvania	$2.92M	+$13.5K	5	0.04%	Increased
357	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.9M	+$570K	2	0.35%	Increased
358	Cerity Partners New York	$2.89M	+$40.8K	3	0.01%	Increased
359	GCP GSA Capital Partners London, United Kingdom	$2.86M	+$1.56M	4	0.28%	Increased
360	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.86M	+$361K	5	0.03%	Increased
361	XC XY Capital Central, Hong Kong	$2.83M	+$1.97M	1	1.1%	Increased
362	DA Duality Advisers Miami, Florida	$2.83M	+$798K	2	0.32%	Increased
363	Handelsbanken Fonder Stockholm, Sweden	$2.82M	+$580K	3	0.02%	Increased
364	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.73M	-$580K	1	1.69%	Reduced
365	AMG National Trust Bank Greenwood Village, Colorado	$2.69M	+$168K	1	0.09%	Increased
366	RIL Rothschild Investment LLC Chicago, Illinois	$2.67M	$0	2	0.23%	Maintained
367	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.66M	+$266K	1	0.02%	Increased
368	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$2.65M	+$188K	1	0.57%	Increased
369	MML Investors Services Springfield, Massachusetts	$2.64M	-$431K	3	0.02%	Reduced
370	HW Hedeker Wealth Lincolnshire, Illinois	$2.62M	+$219K	1	0.93%	Increased
371	Boothbay Fund Management New York	$2.62M	-$744K	1	0.05%	Reduced
372	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.57M	+$228K	2	0.78%	Increased
373	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.56M	-$378K	4	0.01%	Reduced
374	Kovitz Investment Group Partners Chicago, Illinois	$2.54M	+$195K	1	0.04%	Increased
375	Capstone Investment Advisors New York	$2.54M	+$2.37M	2	0.01%	Increased