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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	EULAV Asset Management Sarasota, Florida	$14.9M	$0	1	0.4%	Maintained
427	Corient Private Wealth Miami, Florida	$14.9M	+$6.89M	6	0.02%	Increased
428	Prudential plc London, England, United Kingdom	$14.8M	+$5.82M	2	0.12%	Increased
429	WCM Westerly Capital Management San Francisco, California	$14.8M	+$6.46M	2	3.25%	Increased
430	Carson Wealth (CWM LLC) Omaha, Nebraska	$14.8M	+$283K	9	0.04%	Increased
431	DM Diker Management New York	$14.8M	-$4.63M	2	11.41%	Reduced
432	iA Global Asset Management Quebec, Quebec, Canada	$14.7M	+$775K	2	0.19%	Increased
433	VCM Valiant Capital Management San Francisco, California	$14.7M	-$1.55M	1	0.83%	Reduced
434	MML Investors Services Springfield, Massachusetts	$14.6M	+$2.63M	7	0.04%	Increased
435	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$14.6M	-$1.61M	1	3.23%	Reduced
436	M&T Bank Buffalo, New York	$14.4M	+$2.05M	6	0.05%	Increased
437	SCM SG Capital Management Chicago, Illinois	$14.4M	-$44.9M	1	1.39%	Reduced
438	BA Bard Associates Chicago, Illinois	$14.3M	-$648K	1	3.67%	Reduced
439	Union Bancaire Privee Geneva 1, Switzerland	$14.2M	+$4M	2	0.17%	Increased
440	JB Capital Wethersfield, Connecticut	$14.1M	-$330K	1	0.58%	Reduced
441	Horizon Investments Charlotte, North Carolina	$14.1M	+$11.4M	4	0.18%	Increased
442	Kestra Advisory Services Austin, Texas	$14M	-$90.9K	8	0.06%	Reduced
443	Callan Family Office Radnor, Pennsylvania	$13.9M	+$1.78M	7	0.3%	Increased
444	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$13.7M	+$3.82M	2	0.12%	Increased
445	Illinois Municipal Retirement Fund Oak Brook, Illinois	$13.6M	-$508K	2	0.17%	Reduced
446	Storebrand Asset Management Lysaker, Norway	$13.6M	-$28.5K	2	0.04%	Reduced
447	OGC Oak Grove Capital North Hampton, New Hampshire	$13.4M	-$12.8M	1	1.59%	Reduced
448	ORI Oak Ridge Investments Chicago, Illinois	$13.2M	+$2.89M	3	0.8%	Increased
449	Ethic Inc New York	$13.2M	+$896K	6	0.2%	Increased
450	Concurrent Investment Advisors Tampa, Florida	$13.1M	+$8.41M	5	0.15%	Increased