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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	Catalyst Capital Advisors Huntington, New York	$1.23M	-$5.3M	1	0.07%	Reduced
452	Diversified Trust Memphis, Tennessee	$1.22M	+$1.3M	1	0.06%	Increased
453	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.2M	+$973K	2	0.01%	Increased
454	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.2M	+$945K	1	0.26%	Increased
455	GP Girard Partners King Of Prussia, Pennsylvania	$1.2M	+$1.59M	1	0.2%	New
456	Rothschild & Co Asset Management US Stamford, Connecticut	$1.18M	-$22.8M	1	0.02%	Reduced
457	CG Cutler Group San Francisco, California	$1.16M	+$531K	8	0.07%	Increased
458	FHB First Hawaiian Bank Honolulu, Hawaii	$1.15M	+$746K	1	0.06%	Increased
459	William Blair & Company Chicago, Illinois	$1.14M	-$58.2K	2	0%	Reduced
460	GC Globeflex Capital San Diego, California	$1.13M	-$20.9K	3	0.3%	Reduced
461	PC PA Capital Richmond, Virginia	$1.13M	-$791K	1	0.79%	Reduced
462	Cambridge Investment Research Advisors Fairfield, Iowa	$1.13M	-$305K	3	0.01%	Reduced
463	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.12M	-$467K	7	0.28%	Reduced
464	SP Summit Partners Boston, Massachusetts	$1.12M	$0	1	0.32%	Maintained
465	Circle Wealth Management Summit, New Jersey	$1.09M	+$2.2K	2	0.18%	Increased
466	Sowell Financial Services North Little Rock, Arkansas	$1.09M	+$109K	6	0.05%	Increased
467	HRT Financial New York	$1.08M	-$10.5M	4	0.03%	Reduced
468	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.08M	+$147K	1	0.83%	Increased
469	Vident Investment Advisory Alpharetta, Georgia	$1.08M	+$1.44M	1	0.05%	New
470	MML Investors Services Springfield, Massachusetts	$1.07M	+$267K	3	0.01%	Increased
471	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.05M	-$12M	1	0.2%	Reduced
472	OR Olympiad Research Stamford, Connecticut	$1.03M	+$923K	3	0.53%	Increased
473	DnB Asset Management Oslo, Norway	$1.03M	+$1.12M	1	0.01%	New
474	DA DCF Advisers Greenwich, Connecticut	$1.02M	+$202K	1	0.52%	Increased
475	Advisory Services Network Atlanta, Georgia	$1.01M	+$469K	7	0.05%	Increased