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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	$1.84M	-$208K	1	0.19%	Reduced
402	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.83M	+$24.4K	1	0.85%	Increased
403	WIM Westside Investment Management Santa Monica, California	$1.82M	+$114K	3	0.47%	Increased
404	Profund Advisors Bethesda, Maryland	$1.78M	+$236K	3	0.08%	Increased
405	SAM Securian Asset Management St Paul, Minnesota	$1.77M	-$11.7K	4	0.05%	Reduced
406	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$1.75M	+$1.41M	1	0.13%	New
407	Kestra Advisory Services Austin, Texas	$1.73M	-$40.1K	5	0.01%	Reduced
408	Vident Advisory Alpharetta, Georgia	$1.72M	+$50K	5	0.04%	Increased
409	Cambridge Investment Research Advisors Fairfield, Iowa	$1.71M	-$33.3K	3	0.01%	Reduced
410	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.7M	$0	1	0.12%	Maintained
411	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.7M	+$172K	1	0.02%	Increased
412	ICM Ionic Capital Management New York	$1.69M	-$826K	1	0.42%	Reduced
413	Corient Private Wealth Miami, Florida	$1.69M	+$43.2K	3	0%	Increased
414	Creative Planning Overland Park, Kansas	$1.68M	-$30.1K	5	0%	Reduced
415	OTL Oak Thistle LLC New York	$1.67M	+$784K	2	0.48%	Increased
416	PP Pacifica Partners Surrey, Canada	$1.66M	-$17K	3	0.82%	Reduced
417	Twin Tree Management Dallas, Texas	$1.65M	-$665K	1	0%	Reduced
418	Park Avenue Securities New York	$1.63M	-$486K	4	0.02%	Reduced
419	Cresset Asset Management Chicago, Illinois	$1.63M	-$202K	4	0.01%	Reduced
420	WCM Washington Capital Management Seattle, Washington	$1.62M	+$26.7K	2	1.39%	Increased
421	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.62M	+$241K	1	0.25%	Increased
422	Putnam Investments Boston, Massachusetts	$1.62M	-$59.5K	2	0%	Reduced
423	UMB Bank Kansas City, Missouri	$1.57M	+$15K	3	0.02%	Increased
424	SEC Seven Eight Capital New York	$1.56M	-$1.38M	1	0.18%	Reduced
425	Liontrust Investment Partners London, United Kingdom	$1.56M	-$1.78M	1	0.02%	Reduced