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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	EI EAM Investors Solana Beach, California	$1.33M	+$1.1M	1	0.29%	New
452	XTX Topco George Town, Cayman Islands	$1.33M	+$1.25M	2	0.33%	Increased
453	Park Avenue Securities New York	$1.32M	+$202K	3	0.03%	Increased
454	Banco Santander Madrid, Spain	$1.31M	+$162K	1	0.02%	Increased
455	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.31M	-$1.94K	3	0.01%	Reduced
456	SAM Shell Asset Management The Hague, Netherlands	$1.3M	-$179K	3	0.05%	Reduced
457	MP McDonald Partners Cleveland, Ohio	$1.3M	-$8.37K	1	0.49%	Reduced
458	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.29M	-$76.4K	2	0.68%	Reduced
459	Creative Planning Overland Park, Kansas	$1.28M	+$397K	3	0%	Increased
460	South Dakota Investment Council Sioux Falls, South Dakota	$1.27M	$0	2	0.03%	Maintained
461	WW Waterfront Wealth Overland Park, Kansas	$1.25M	+$57.8K	1	0.48%	Increased
462	CAM Cubic Asset Management Boston, Massachusetts	$1.25M	+$278K	1	0.37%	Increased
463	LCG Lisanti Capital Growth New York	$1.25M	+$1.32M	1	0.17%	New
464	MAI Capital Management Independence, Ohio	$1.25M	-$984K	2	0.02%	Reduced
465	Dana Investment Advisors Waukesha, Wisconsin	$1.25M	+$1.39M	1	0.07%	New
466	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.24M	+$35.2K	1	0.14%	Increased
467	RIM Redwood Investment Management Scottsdale, Arizona	$1.24M	-$4.42M	1	0.26%	Reduced
468	PCM Princeton Capital Management Red Bank, New Jersey	$1.24M	+$34.2K	2	0.54%	Increased
469	CAM Connacht Asset Management New York	$1.24M	+$1.19M	1	0.88%	Increased
470	SAM Securian Asset Management St Paul, Minnesota	$1.23M	-$245K	3	0.04%	Reduced
471	Johnson Investment Counsel Cincinnati, Ohio	$1.22M	+$24K	2	0.02%	Increased
472	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.22M	-$61K	1	1.42%	Reduced
473	CYG Clean Yield Group Norwich, Vermont	$1.22M	-$682K	1	0.57%	Reduced
474	M&T Bank Buffalo, New York	$1.21M	-$183K	2	0.01%	Reduced
475	SW SlateStone Wealth Jupiter, Florida	$1.21M	-$20.8K	1	0.32%	Reduced