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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	AI Acuitas Investments Seattle, Washington	$2.75M	+$1.01M	1	1.47%	Increased
427	CHM Collaborative Holdings Management New York	$2.72M	+$2.5M	3	5.53%	New
428	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.68M	-$89.6K	1	1.09%	Reduced
429	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.67M	+$1.07K	5	0.09%	Increased
430	NRD Nebula Research & Development New York	$2.66M	+$1.9M	3	0.43%	Increased
431	AE Wealth Management Topeka, Kansas	$2.65M	+$280K	2	0.03%	Increased
432	ACA Apis Capital Advisors New York	$2.61M	-$2.65M	1	1.92%	Reduced
433	Vanguard Personalized Indexing Management Oakland, California	$2.56M	+$337K	5	0.05%	Increased
434	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.56M	-$170K	1	1.11%	Reduced
435	SRL Scientech Research LLC Jersey City, New Jersey	$2.54M	+$870K	2	0.52%	Increased
436	ICM Ionic Capital Management New York	$2.54M	-$234K	1	0.43%	Reduced
437	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.49M	-$115K	2	0.69%	Reduced
438	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$2.47M	-$34.2K	1	0.22%	Reduced
439	VI Versor Investments New York	$2.47M	+$1.79M	5	0.46%	Increased
440	Laurion Capital Management New York	$2.45M	-$1.64M	3	0.03%	Reduced
441	MML Investors Services Springfield, Massachusetts	$2.45M	+$332K	4	0.01%	Increased
442	IA Inspire Advisors Meridian, Idaho	$2.44M	+$2.12M	1	0.32%	New
443	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.36M	-$13.5K	6	0.01%	Reduced
444	Kestra Advisory Services Austin, Texas	$2.31M	+$39.4K	5	0.01%	Increased
445	BSG Black Swift Group Boulder, Colorado	$2.28M	+$1.89M	1	0.53%	New
446	Cambridge Investment Research Advisors Fairfield, Iowa	$2.27M	+$771K	4	0.01%	Increased
447	Atria Investments Charlotte, North Carolina	$2.25M	+$2.01M	5	0.03%	New
448	HVCM Hel Ved Capital Management Central, Hong Kong	$2.24M	+$2.05M	1	0.61%	New
449	PA Paralel Advisors Denver, Colorado	$2.23M	+$2.2M	1	0.11%	New
450	PAS Point72 Asia (Singapore) Singapore	$2.23M	-$404K	5	0.46%	Reduced