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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	Cetera Investment Advisers Schaumburg, Illinois	$1.75M	+$359K	3	0.02%	Increased
427	DTL Dynamic Technology Lab Singapore	$1.74M	+$228K	3	0.17%	Increased
428	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.74M	-$39K	1	0.88%	Reduced
429	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.74M	-$2.8M	3	0%	Reduced
430	KFO Kopp Family Office Bloomington, Minnesota	$1.73M	+$1.72M	1	1.04%	New
431	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.71M	+$824K	5	0%	Increased
432	M&T Bank Buffalo, New York	$1.71M	+$456K	3	0.01%	Increased
433	TSS Two Sigma Securities New York	$1.68M	+$22.2K	3	0.05%	Increased
434	Banco Santander Madrid, Spain	$1.68M	-$127K	1	0.02%	Reduced
435	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$1.68M	+$1.88M	3	0.07%	New
436	Park Avenue Securities New York	$1.67M	+$227K	3	0.03%	Increased
437	Bahl & Gaynor Cincinnati, Ohio	$1.66M	+$177K	2	0.01%	Increased
438	NewEdge Wealth Pittsburgh, Pennsylvania	$1.66M	-$451K	2	0.07%	Reduced
439	Simplex Trading Chicago, Illinois	$1.65M	-$155K	6	0%	Reduced
440	VI Versor Investments New York	$1.63M	-$1.68M	4	0.14%	Reduced
441	OIM Orca Investment Management Roseburg, Oregon	$1.62M	-$491K	1	2.06%	Reduced
442	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.62M	+$45.5K	1	0.16%	Increased
443	Discovery Capital Management South Norwalk, Connecticut	$1.59M	-$2.05M	1	0.23%	Reduced
444	Utah Retirement Systems Salt Lake City, Utah	$1.56M	-$288K	2	0.02%	Reduced
445	RAM Redmond Asset Management Henrico, Virginia	$1.56M	+$1.04M	1	0.56%	Increased
446	KTA Keeley-Teton Advisors Chicago, Illinois	$1.55M	+$661K	2	0.19%	Increased
447	Graham Capital Management Rowayton, Connecticut	$1.54M	+$395K	2	0.05%	Increased
448	SAM Shell Asset Management The Hague, Netherlands	$1.51M	+$134K	4	0.07%	Increased
449	Gateway Investment Advisers Cincinnati, Ohio	$1.49M	-$1.36M	2	0.02%	Reduced
450	PA Paralel Advisors Denver, Colorado	$1.49M	+$1.32M	1	0.09%	New