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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	EW Elyxium Wealth San Mateo, California	$22.5M	+$2.21M	1	7.2%	Increased
427	US UNICOM Systems Las Vegas, Nevada	$22.3M	+$17.3M	3	2.29%	New
428	ET Entropy Technologies New York	$22.3M	+$3.71M	5	1.03%	Increased
429	Jain Global New York	$22M	-$49.3M	5	0.09%	Reduced
430	OP Asset Management Helsinki,	$22M	+$5.7M	5	0.19%	Increased
431	Sanctuary Advisors Indianapolis, Indiana	$21.9M	+$9.18M	6	0.12%	Increased
432	ECP Elemental Capital Partners San Francisco, California	$21.9M	+$5.03M	1	9.34%	Increased
433	Cambridge Investment Research Advisors Fairfield, Iowa	$21.9M	+$2.61M	7	0.06%	Increased
434	NIP Nicholas Investment Partners Rancho Santa Fe, California	$21.8M	+$34.8K	3	1.57%	Increased
435	Whitebox Advisors Minneapolis, Minnesota	$21.6M	+$16.9M	1	0.26%	New
436	British Columbia Investment Management Victoria, British Columbia, Canada	$21.6M	+$7.94M	4	0.13%	Increased
437	NEOS Investment Management Westport, Connecticut	$21.5M	+$18M	3	0.11%	New
438	AC Agman Capital Omaha, Nebraska	$21.4M	-$4.42M	1	17.07%	Reduced
439	ABN AMRO Investment Solutions Paris Cedex 008,	$21.3M	-$3.76M	5	0.28%	Reduced
440	Corient Private Wealth Miami, Florida	$21M	-$170K	7	0.03%	Reduced
441	VanEck Associates New York	$21M	+$2.12M	5	0.02%	Increased
442	Eventide Asset Management Boston, Massachusetts	$20.9M	+$7.32M	4	0.35%	Increased
443	iA Global Asset Management Quebec, Quebec, Canada	$20.9M	-$3.41M	3	0.3%	Reduced
444	XTX Topco George Town, Cayman Islands	$20.9M	+$6.58M	8	0.36%	Increased
445	SA Spear Advisors East Hampton, New York	$20.9M	-$16.4M	4	15.55%	Reduced
446	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$20.7M	-$3M	2	6.22%	Reduced
447	Nisa Investment Advisors St. Louis, Missouri	$20.6M	+$5.19M	9	0.08%	Increased
448	Illinois Municipal Retirement Fund Oak Brook, Illinois	$20.3M	-$163K	2	0.26%	Reduced
449	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$20.3M	$0	3	0.97%	Maintained
450	OHIS Oak Harvest Investment Services Houston, Texas	$20.3M	+$1.36M	3	2.11%	Increased