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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
401	OIA Optimum Investment Advisors Chicago, Illinois	$1.19M	+$13.3K	3	0.49%	Increased
402	EMG Ellington Management Group Old Greenwich, Connecticut	$1.19M	+$507K	2	0.28%	Increased
403	E. Ohman J:or Asset Management Stockholm, Sweden	$1.18M	+$160K	1	0.09%	Increased
404	Montag & Associates Atlanta, Georgia	$1.15M	+$174K	1	0.11%	Increased
405	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.13M	-$59.2K	4	0.37%	Reduced
406	CAM Cubic Asset Management Boston, Massachusetts	$1.12M	$0	1	0.45%	Maintained
407	MUFG Securities EMEA London, United Kingdom	$1.11M	+$1.15M	1	0.01%	New
408	Scotia Capital Toronto, Ontario, Canada	$1.1M	-$175K	1	0.02%	Reduced
409	Erste Asset Management Vienna, Austria	$1.07M	-$197K	1	0.06%	Reduced
410	CH Canton Hathaway Providence, Rhode Island	$1.06M	+$29.7K	1	0.76%	Increased
411	Circle Wealth Management Summit, New Jersey	$1.06M	-$82K	2	0.21%	Reduced
412	PC PA Capital Richmond, Virginia	$1.06M	-$211K	1	0.93%	Reduced
413	Mercer Global Advisors Denver, Colorado	$1.04M	+$535K	3	0.02%	Increased
414	Oppenheimer & Co New York	$1.02M	+$323K	1	0.03%	Increased
415	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.02M	-$1.45M	1	0.06%	Reduced
416	HIM Herald Investment Management London, United Kingdom	$1.01M	$0	1	0.31%	Maintained
417	OMERS Administration Corp Toronto, Ontario, Canada	$1.01M	+$1.22M	1	0.05%	New
418	CIM Cowen Investment Management New York	$1.01M	-$1.82M	1	0.58%	Reduced
419	JSC Jackson Square Capital San Francisco, California	$983K	-$295K	1	0.76%	Reduced
420	Greenleaf Trust Kalamazoo, Michigan	$981K	+$82.7K	3	0.02%	Increased
421	SRAM Stone Ridge Asset Management New York	$975K	+$163K	3	0.11%	Increased
422	Chartwell Investment Partners Berywn, Pennsylvania	$965K	-$236K	1	0.05%	Reduced
423	Sowell Financial Services North Little Rock, Arkansas	$956K	+$646K	6	0.07%	Increased
424	CPA Cowen Prime Advisors New York	$950K	-$267K	2	0.58%	Reduced
425	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$945K	+$115K	1	0.64%	Increased