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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	VHMC Value Holdings Management Company Hampton Bays, New York	$2.21M	+$757K	1	0.5%	Increased
427	MSAM Moloney Securities Asset Management Manchester, Missouri	$2.2M	+$255K	1	0.4%	Increased
428	DCM Dupont Capital Management Wilmington, Delaware	$2.2M	-$775K	4	0.05%	Reduced
429	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.2M	+$308K	1	0.25%	Increased
430	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.19M	+$768K	2	0.16%	Increased
431	GIM Grassi Investment Management Santa Clara, California	$2.18M	-$29.4K	1	0.24%	Reduced
432	Kestra Advisory Services Austin, Texas	$2.17M	+$390K	4	0.02%	Increased
433	KeyBank National Association Cleveland, Ohio	$2.16M	-$76K	4	0.01%	Reduced
434	CF CNA Financial Chicago, Illinois	$2.15M	-$277K	2	0.61%	Reduced
435	HWM Hohimer Wealth Management Seattle, Washington	$2.14M	-$938K	1	0.44%	Reduced
436	Burney Company Reston, Virginia	$2.11M	+$86.7K	1	0.1%	Increased
437	SAM Securian Asset Management St Paul, Minnesota	$2.08M	-$50.2K	3	0.04%	Reduced
438	Engineers Gate Manager New York	$2.08M	-$4.75M	7	0.13%	Reduced
439	DG DigitalBridge Group Boca Raton, Florida	$2.08M	+$524K	1	0.25%	Increased
440	IMC Chicago Chicago, Illinois	$2.04M	+$253K	2	0%	Increased
441	HIM Herald Investment Management London, United Kingdom	$2.04M	$0	1	0.33%	Maintained
442	Advisory Services Network Atlanta, Georgia	$2M	+$183K	7	0.06%	Increased
443	Utah Retirement Systems Salt Lake City, Utah	$2M	+$13.9K	2	0.03%	Increased
444	Vontobel Holding Zurich, Switzerland	$1.99M	-$10.9M	1	0.02%	Reduced
445	PCM Princeton Capital Management Red Bank, New Jersey	$1.95M	+$30.5K	3	0.6%	Increased
446	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.94M	+$194K	2	0.88%	Increased
447	AC Apogem Capital New York	$1.93M	+$381K	1	1.23%	Increased
448	MAM Miria Asset Management St. Julians, Malta	$1.89M	$0	2	0.77%	Maintained
449	SAM Shell Asset Management The Hague, Netherlands	$1.89M	+$100K	3	0.04%	Increased
450	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.87M	+$395K	2	0.25%	Increased