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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
451	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$954K	+$5.68K	1	0.13%	Increased
452	SRAM Stone Ridge Asset Management New York	$943K	-$110K	3	0.06%	Reduced
453	LIA LS Investment Advisors Bloomfield Hills, Michigan	$942K	+$23.2K	5	0.05%	Increased
454	VF Virtu Financial New York	$922K	-$638K	3	0.09%	Reduced
455	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$921K	+$822K	1	0.08%	New
456	Douglass Winthrop Advisors New York	$916K	$0	1	0.03%	Maintained
457	First Allied Advisory Services San Diego, California	$908K	+$453K	2	0.03%	Increased
458	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$905K	-$38.3K	2	0.08%	Reduced
459	Oppenheimer & Co New York	$904K	-$164K	2	0.02%	Reduced
460	MFG Magnus Financial Group New York	$900K	-$143K	3	0.13%	Reduced
461	O'Shaughnessy Asset Management Stamford, Connecticut	$891K	-$1.07M	3	0.02%	Reduced
462	Benjamin F. Edwards & Company St. Louis, Missouri	$890K	+$481K	4	0.06%	Increased
463	SP Summit Partners Boston, Massachusetts	$878K	+$159K	1	0.42%	Increased
464	SPM Symmetry Peak Management Radnor, Pennsylvania	$878K	-$346K	1	0.19%	Reduced
465	Sculptor Capital New York	$876K	$0	1	0.01%	Maintained
466	PCM Perkins Capital Management Wayzata, Minnesota	$864K	-$152K	1	0.77%	Reduced
467	SCM Stevens Capital Management Radnor, Pennsylvania	$852K	-$368K	2	0.08%	Reduced
468	AIC Ameritas Investment Company Lincoln, Nebraska	$845K	-$5.35M	2	0.18%	Reduced
469	AIC Aurora Investment Counsel Atlanta, Georgia	$839K	-$543K	1	0.63%	Reduced
470	FCA FinTrust Capital Advisors Greenville, South Carolina	$837K	-$113K	4	0.34%	Reduced
471	DekaBank Deutsche Girozentrale Frankfurt, Germany	$818K	+$263K	3	0.01%	Increased
472	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$811K	$0	1	0.08%	Maintained
473	AFAS Acorn Financial Advisory Services Reston, Virginia	$792K	+$613K	1	0.66%	New
474	WA Winfield Associates Cleveland, Ohio	$787K	-$34.3K	1	0.37%	Reduced
475	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$773K	$0	1	0.13%	Maintained