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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	GP Girard Partners King Of Prussia, Pennsylvania	$3.37M	-$337K	1	0.37%	Reduced
402	CS Comerica Securities Detroit, Michigan	$3.34M	-$246K	1	0.22%	Reduced
403	Kestra Advisory Services Austin, Texas	$3.27M	+$730K	4	0.03%	Increased
404	LAM Lapides Asset Management Greenwich, Connecticut	$3.25M	+$566K	1	1.43%	Increased
405	BC Breakline Capital New York	$3.22M	+$3.43M	2	4.94%	New
406	KC Kryger Capital London, United Kingdom	$3.21M	+$64K	1	0.18%	Increased
407	Bahl & Gaynor Cincinnati, Ohio	$3.18M	-$58.2K	2	0.02%	Reduced
408	HA Havens Advisors New York	$3.18M	-$982K	1	5.83%	Reduced
409	TCM Tieton Capital Management Yakima, Washington	$3.15M	-$29.8K	1	1.74%	Reduced
410	MAG Millrace Asset Group Berwyn, Pennsylvania	$3.12M	+$27K	1	2.27%	Increased
411	KeyBank National Association Cleveland, Ohio	$3.12M	+$1.33M	5	0.01%	Increased
412	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.12M	-$39.4K	2	0.01%	Reduced
413	AE Wealth Management Topeka, Kansas	$3.12M	+$450K	4	0.02%	Increased
414	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.11M	+$128K	5	0.15%	Increased
415	Private Advisor Group Morristown, New Jersey	$3.04M	-$89.3K	3	0.02%	Reduced
416	Wasatch Advisors Salt Lake City, Utah	$3.03M	+$393K	1	0.01%	Increased
417	Xponance Philadelphia, Pennsylvania	$2.97M	-$40.5K	3	0.05%	Reduced
418	Handelsbanken Fonder Stockholm, Sweden	$2.95M	-$402K	3	0.02%	Reduced
419	Vontobel Holding Zurich, Switzerland	$2.93M	+$273K	3	0.03%	Increased
420	FP Foundry Partners Minneapolis, Minnesota	$2.92M	-$638K	1	0.15%	Reduced
421	ACM AlphaCrest Capital Management New York	$2.92M	+$254K	5	0.16%	Increased
422	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.88M	+$2.88M	1	0.02%	New
423	WG Watchman Group Plano, Texas	$2.85M	+$2.68M	1	1.69%	New
424	WA Winfield Associates Cleveland, Ohio	$2.85M	-$78.1K	2	1.03%	Reduced
425	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.85M	+$113K	2	0.37%	Increased