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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	National Bank of Canada Montreal, Quebec, Canada	$3.09M	+$2.85M	5	0.01%	New
427	Bahl & Gaynor Cincinnati, Ohio	$3.08M	$0	2	0.02%	Maintained
428	SW SkyOak Wealth Southfield, Michigan	$3.08M	-$26.2K	1	0.78%	Reduced
429	HIM Herald Investment Management London, United Kingdom	$3.07M	$0	1	0.5%	Maintained
430	SCM Salem Capital Management Woburn, Massachusetts	$3.06M	+$19.8K	1	1.59%	Increased
431	Vontobel Holding Zurich, Switzerland	$3.06M	+$365K	2	0.03%	Increased
432	GF Goodman Financial Houston, Texas	$2.99M	-$41.3K	1	0.78%	Reduced
433	VF Virtu Financial New York	$2.98M	+$2.39M	2	0.3%	Increased
434	IP Intellectus Partners San Francisco, California	$2.95M	-$139K	1	0.75%	Reduced
435	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.93M	-$310K	3	0.9%	Reduced
436	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.91M	-$272K	1	0.29%	Reduced
437	Los Angeles Capital Management Los Angeles, California	$2.87M	-$698K	3	0.01%	Reduced
438	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.87M	+$47K	1	0.23%	Increased
439	VHMC Value Holdings Management Company Hampton Bays, New York	$2.86M	$0	1	0.61%	Maintained
440	Kestra Advisory Services Austin, Texas	$2.85M	+$153K	4	0.03%	Increased
441	Atria Investments Charlotte, North Carolina	$2.84M	+$1.12M	2	0.05%	Increased
442	Shelton Capital Management Denver, Colorado	$2.81M	-$159K	4	0.1%	Reduced
443	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.81M	+$2.38M	2	0.37%	Increased
444	Cetera Investment Advisers Schaumburg, Illinois	$2.79M	-$618K	3	0.04%	Reduced
445	Catalyst Capital Advisors Huntington, New York	$2.78M	-$14.6K	1	0.13%	Reduced
446	MML Investors Services Springfield, Massachusetts	$2.77M	+$126K	3	0.02%	Increased
447	IndexIQ Advisors New York	$2.75M	+$1.33M	2	0.09%	Increased
448	APG Asset Management Amsterdam, Netherlands	$2.74M	+$2.58M	2	0%	New
449	AE AMH Equity Great Neck, New York	$2.74M	+$2.43M	1	3.81%	New
450	PP Paloma Partners Greenwich, Connecticut	$2.74M	+$2.4M	4	0.04%	Increased