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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	NewEdge Wealth Pittsburgh, Pennsylvania	$1.75M	+$517K	2	0.08%	Increased
427	TC TownSquare Capital Provo, Utah	$1.75M	+$71.4K	1	0.05%	Increased
428	Profund Advisors Bethesda, Maryland	$1.73M	-$357K	3	0.12%	Reduced
429	Pathstone Family Office Englewood, New Jersey	$1.7M	+$181K	3	0.03%	Increased
430	Simplicity Solutions Minneapolis, Minnesota	$1.68M	+$324K	1	0.24%	Increased
431	Catalyst Capital Advisors Huntington, New York	$1.65M	$0	1	0.06%	Maintained
432	Regions Financial Corp Birmingham, Alabama	$1.64M	+$249K	2	0.02%	Increased
433	Cetera Investment Advisers Schaumburg, Illinois	$1.6M	-$333K	3	0.03%	Reduced
434	Virginia Retirement Systems Richmond, Virginia	$1.59M	+$1.99M	4	0.02%	New
435	Davenport & Co Richmond, Virginia	$1.59M	+$1.62M	1	0.01%	Increased
436	TSS Two Sigma Securities New York	$1.58M	+$1.42M	2	0.05%	Increased
437	Utah Retirement Systems Salt Lake City, Utah	$1.57M	+$31.4K	3	0.03%	Increased
438	SEC Seven Eight Capital New York	$1.56M	+$1.86M	2	0.31%	New
439	IAN Integrated Advisors Network Dallas, Texas	$1.56M	+$81.2K	2	0.11%	Increased
440	PCM Prelude Capital Management New York	$1.55M	-$3.65M	4	0.06%	Reduced
441	TCM Teza Capital Management Chicago, Illinois	$1.55M	+$1.21M	2	0.32%	Increased
442	IP Intellectus Partners San Francisco, California	$1.55M	+$61.9K	1	0.55%	Increased
443	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.54M	-$163K	2	0%	Reduced
444	MCM Maytus Capital Management New York	$1.5M	-$3.45M	1	1.33%	Reduced
445	Bahl & Gaynor Cincinnati, Ohio	$1.47M	-$117K	2	0.01%	Reduced
446	DTL Dynamic Technology Lab Singapore	$1.46M	+$827K	2	0.14%	Increased
447	KHCM Kettle Hill Capital Management New York	$1.38M	+$1.9M	1	0.33%	New
448	Maryland State Retirement & Pension System Baltimore, Maryland	$1.38M	-$180K	3	0.11%	Reduced
449	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.38M	+$250K	1	0.28%	Increased
450	Bank of Nova Scotia Toronto, Ontario, Canada	$1.36M	+$1.66M	2	0%	Increased