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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	Congress Wealth Management Boston, Massachusetts	$5.62M	+$2.44M	2	0.05%	Increased
427	Baird Financial Group Milwaukee, Wisconsin	$5.59M	+$3.45M	4	0.01%	Increased
428	M&T Bank Buffalo, New York	$5.58M	+$251K	5	0.02%	Increased
429	Liontrust Investment Partners London, United Kingdom	$5.52M	+$3.48M	1	0.08%	New
430	Andra AP-fonden Goteborg, Sweden	$5.44M	+$217K	3	0.08%	Increased
431	LG Leuthold Group Minneapolis, Minnesota	$5.43M	+$1.61M	1	0.65%	Increased
432	NewEdge Advisors New Orleans, Louisiana	$5.42M	+$1.37M	7	0.03%	Increased
433	Ethic Inc New York	$5.37M	+$599K	5	0.1%	Increased
434	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$5.35M	+$1.75M	2	0.34%	Increased
435	MHP Manatuck Hill Partners Westport, Connecticut	$5.27M	+$3.49M	2	1.99%	Increased
436	OP Asset Management Helsinki,	$5.27M	+$2.56M	1	0.08%	Increased
437	SG Americas Securities New York	$5.25M	-$3.41M	6	0.02%	Reduced
438	MAP Moody Aldrich Partners Marblehead, Massachusetts	$5.17M	-$481K	1	1%	Reduced
439	Crossmark Global Holdings Houston, Texas	$5.15M	+$528K	5	0.08%	Increased
440	ProShare Advisors Bethesda, Maryland	$5.14M	+$229K	8	0.01%	Increased
441	PFC Phocas Financial Corp Alameda, California	$5.13M	+$823K	1	0.74%	Increased
442	Illinois Municipal Retirement Fund Oak Brook, Illinois	$5.08M	+$538K	2	0.07%	Increased
443	HJIM Henry James International Management New York	$5.05M	$0	1	1.66%	Maintained
444	Stratos Wealth Partners Beachwood, Ohio	$5M	+$1.87M	3	0.07%	Increased
445	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.94M	$0	3	0.58%	Maintained
446	ING Group Amsterdam, Netherlands	$4.93M	+$4.02M	1	0.03%	New
447	GGHC Gilder Gagnon Howe & Co New York	$4.88M	+$1.85M	2	0.05%	Increased
448	Quadrant Capital Group Cincinnati, Ohio	$4.88M	+$1.78M	6	0.18%	Increased
449	AIM Aigen Investment Management New York	$4.86M	-$375K	5	0.67%	Reduced
450	PC Panoramic Capital Larkspur, California	$4.75M	+$3.55M	1	3.59%	New