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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
426	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.98M	+$319K	1	0.38%	Increased
427	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.96M	+$1.79M	1	0.63%	New
428	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.96M	-$2.19M	2	0.02%	Reduced
429	Capital Fund Management (CFM) Paris, France	$1.96M	-$4.12M	3	0.02%	Reduced
430	Burney Company Reston, Virginia	$1.93M	-$1.49M	1	0.11%	Reduced
431	Circle Wealth Management Summit, New Jersey	$1.91M	+$14.7K	2	0.27%	Increased
432	DA Duality Advisers Miami, Florida	$1.9M	-$1.18M	1	0.14%	Reduced
433	Sowell Financial Services North Little Rock, Arkansas	$1.88M	+$365K	8	0.08%	Increased
434	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.85M	$0	1	0.25%	Maintained
435	PP Patten & Patten Chattanooga, Tennessee	$1.85M	-$404K	1	0.16%	Reduced
436	BCM Bayesian Capital Management Brooklyn, New York	$1.84M	-$703K	4	0.48%	Reduced
437	SAM Shell Asset Management The Hague, Netherlands	$1.84M	$0	2	0.04%	Maintained
438	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.84M	-$148K	1	1.23%	Reduced
439	HIM Herald Investment Management London, United Kingdom	$1.82M	+$464K	1	0.32%	Increased
440	PRC Pearl River Capital Niles, Michigan	$1.79M	-$468K	2	0.64%	Reduced
441	SGA Strategic Global Advisors Newport Beach, California	$1.79M	+$828K	2	0.32%	Increased
442	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.79M	$0	1	0.38%	Maintained
443	AC Apogem Capital New York	$1.77M	+$1.34M	1	1.18%	New
444	BAM Blueshift Asset Management Red Bank, New Jersey	$1.76M	+$557K	3	0.21%	Increased
445	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.75M	$0	1	0.26%	Maintained
446	Boston Partners Boston, Massachusetts	$1.73M	-$11.7M	1	0%	Reduced
447	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$1.73M	+$458K	1	0.31%	Increased
448	AWCI Alpine Woods Capital Investors Purchase, New York	$1.73M	-$25.9K	1	0.21%	Reduced
449	AMC Asset Management Corp Northbrook, Illinois	$1.73M	-$890K	3	0.96%	Reduced
450	Vident Investment Advisory Alpharetta, Georgia	$1.72M	+$283K	3	0.07%	Increased