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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	VIG Vienna Insurance Group Warsaw, Poland	$1.72M	$0	1	0.77%	Maintained
402	M&T Bank Buffalo, New York	$1.71M	+$266K	3	0.01%	Increased
403	Creative Planning Overland Park, Kansas	$1.71M	+$68.3K	7	0%	Increased
404	Putnam Investments Boston, Massachusetts	$1.7M	+$273K	2	0%	Increased
405	Corient Private Wealth Miami, Florida	$1.69M	+$101K	2	0%	Increased
406	Glenmede Trust Philadelphia, Pennsylvania	$1.69M	-$566K	4	0.01%	Reduced
407	Vident Advisory Alpharetta, Georgia	$1.66M	+$1.74M	5	0.05%	New
408	Nisa Investment Advisors St. Louis, Missouri	$1.64M	-$812	8	0.01%	Reduced
409	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.61M	-$615K	1	0.06%	Reduced
410	PP Pacifica Partners Surrey, Canada	$1.61M	-$52.6K	3	0.88%	Reduced
411	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.6M	-$202K	2	0.36%	Reduced
412	Catalyst Capital Advisors Huntington, New York	$1.6M	$0	1	0.04%	Maintained
413	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.6M	$0	1	0.5%	Maintained
414	SAM Securian Asset Management St Paul, Minnesota	$1.59M	-$98.6K	4	0.05%	Reduced
415	Private Advisor Group Morristown, New Jersey	$1.59M	+$469K	2	0.01%	Increased
416	Profund Advisors Bethesda, Maryland	$1.59M	-$108K	3	0.09%	Reduced
417	RBC Romano Brothers & Co Evanston, Illinois	$1.58M	-$331K	1	0.25%	Reduced
418	KeyBank National Association Cleveland, Ohio	$1.58M	-$73.4K	3	0.01%	Reduced
419	GAMCO Investors Greenwich, Connecticut	$1.56M	-$430K	1	0.02%	Reduced
420	WCM Washington Capital Management Seattle, Washington	$1.56M	+$123K	2	1.43%	Increased
421	RIL Rothschild Investment LLC Chicago, Illinois	$1.56M	-$456K	1	0.13%	Reduced
422	LSC Lesa Sroufe & Co Seattle, Washington	$1.54M	-$20.5K	1	1.65%	Reduced
423	Kestra Advisory Services Austin, Texas	$1.53M	+$184K	5	0.02%	Increased
424	VF Virtu Financial New York	$1.53M	+$483K	3	0.15%	Increased
425	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.52M	-$25.2K	1	0.14%	Reduced