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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	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.33M	+$11.7K	1	0.21%	Increased
402	UMB Bank Kansas City, Missouri	$2.33M	+$2.68M	1	0.05%	New
403	HCM Horrell Capital Management Little Rock, Arkansas	$2.32M	-$2.16M	1	0.88%	Reduced
404	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.31M	+$201K	4	0%	Increased
405	AAM Azzad Asset Management Falls Church, Virginia	$2.3M	+$212K	2	0.34%	Increased
406	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.28M	-$5K	1	0.6%	Reduced
407	NM Newtyn Management New York	$2.27M	$0	1	0.61%	Maintained
408	VHMC Value Holdings Management Company Hampton Bays, New York	$2.25M	$0	1	0.51%	Maintained
409	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.24M	+$1.42M	1	0.01%	Increased
410	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.22M	$0	2	0.01%	Maintained
411	Marshall Wace London, United Kingdom	$2.18M	-$8.8M	4	0.01%	Reduced
412	LSC Lesa Sroufe & Co Seattle, Washington	$2.18M	-$181K	1	2.32%	Reduced
413	DCM Dupont Capital Management Wilmington, Delaware	$2.17M	+$126K	4	0.07%	Increased
414	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.17M	-$426K	1	0.22%	Reduced
415	HP Harvey Partners Tarrytown, New York	$2.16M	-$1.15M	1	1.61%	Reduced
416	MSAM Moloney Securities Asset Management Manchester, Missouri	$2.15M	-$113K	1	0.39%	Reduced
417	SW SkyOak Wealth Southfield, Michigan	$2.08M	-$14.6K	1	0.56%	Reduced
418	SW SlateStone Wealth Jupiter, Florida	$2.04M	$0	1	0.47%	Maintained
419	Stonehage Fleming Financial Services St. Helier, Jersey	$2.04M	+$2.12M	3	0.06%	New
420	Kestra Advisory Services Austin, Texas	$2.03M	+$38.5K	4	0.02%	Increased
421	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$2.02M	+$63.7K	1	0.36%	Increased
422	Winton Group London, United Kingdom	$2.02M	-$406K	3	0.11%	Reduced
423	Vontobel Holding Zurich, Switzerland	$2.01M	+$12.6K	1	0.02%	Increased
424	PWAC Private Wealth Advisors (California) Fresno, California	$1.98M	+$2.07M	1	0.47%	New
425	APP Alpha Paradigm Partners Chicago, Illinois	$1.96M	-$1.54M	5	0.79%	Reduced