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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	Cambridge Investment Research Advisors Fairfield, Iowa	$6.47M	+$1.39M	7	0.02%	Increased
402	Atria Investments Charlotte, North Carolina	$6.45M	+$1.49M	5	0.08%	Increased
403	MML Investors Services Springfield, Massachusetts	$6.43M	+$539K	5	0.02%	Increased
404	EP Edgestream Partners Princeton, New Jersey	$6.39M	-$7.02M	2	0.18%	Reduced
405	KAM Kopion Asset Management Mckinney, Texas	$6.37M	+$382K	1	4.3%	Increased
406	ET Entropy Technologies New York	$6.36M	+$3.31M	3	0.51%	Increased
407	ORI Oak Ridge Investments Chicago, Illinois	$6.35M	-$156K	2	0.46%	Reduced
408	VC Vestor Capital Chicago, Illinois	$6.32M	+$1.23M	1	0.47%	Increased
409	QRG Capital Management Chicago, Illinois	$6.32M	+$530K	4	0.06%	Increased
410	Xponance Philadelphia, Pennsylvania	$6.22M	+$379K	6	0.05%	Increased
411	AC Amitell Capital Singapore	$6.21M	+$5.47M	1	3.21%	New
412	1CM 1492 Capital Management Milwaukee, Wisconsin	$6.17M	+$1.38M	2	2.84%	Increased
413	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$6.04M	+$218K	7	0.03%	Increased
414	EGI EAM Global Investors Solana Beach, California	$6.03M	+$3.8M	1	1.56%	New
415	HCM Hilton Capital Management Garden City, New York	$5.98M	+$759K	2	0.48%	Increased
416	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.94M	+$5.24M	1	0.88%	New
417	AGAM Avalon Global Asset Management San Francisco, California	$5.83M	$0	1	0.69%	Maintained
418	Guggenheim Capital Chicago, Illinois	$5.82M	-$1.27M	7	0.05%	Reduced
419	FFL Future Fund LLC Chicago, Illinois	$5.81M	+$4.13M	4	2.59%	Increased
420	Mackenzie Financial Toronto Ontario, Ontario, Canada	$5.79M	+$307K	4	0.01%	Increased
421	Mercer Global Advisors Denver, Colorado	$5.74M	+$265K	5	0.01%	Increased
422	Park Avenue Securities New York	$5.72M	+$1.17M	6	0.05%	Increased
423	PAMS Pinpoint Asset Management (Singapore) Singapore,	$5.72M	+$4.35M	5	1%	New
424	HW Hedeker Wealth Lincolnshire, Illinois	$5.67M	+$106K	1	1.32%	Increased
425	STP Science & Technology Partners New York	$5.63M	+$4.54M	1	1.48%	New