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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	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.31M	+$1.09M	1	1.3%	New
452	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$1.31M	-$4.05M	2	0.04%	Reduced
453	HRT Financial New York	$1.3M	-$3.45M	4	0.01%	Reduced
454	SC Shellback Capital Boston, Massachusetts	$1.29M	+$1.07M	1	0.11%	New
455	KeyBank National Association Cleveland, Ohio	$1.29M	-$305K	4	0.01%	Reduced
456	Commerce Bank Kansas City, Missouri	$1.28M	+$69.4K	2	0.01%	Increased
457	William Blair & Company Chicago, Illinois	$1.28M	+$64.1K	2	0%	Increased
458	ARGA Investment Management Stamford, Connecticut	$1.25M	$0	1	0.04%	Maintained
459	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.23M	$0	1	0.01%	Maintained
460	Cerity Partners New York	$1.19M	+$385K	3	0%	Increased
461	Cetera Advisor Networks El Segundo, California	$1.19M	-$129K	4	0.01%	Reduced
462	CAM ClariVest Asset Management San Diego, California	$1.18M	-$189K	2	0.07%	Reduced
463	RBC Romano Brothers & Co Evanston, Illinois	$1.18M	-$549K	1	0.18%	Reduced
464	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.18M	-$101K	1	0.17%	Reduced
465	RP Riverwater Partners Milwaukee, Wisconsin	$1.17M	+$7.1K	1	0.92%	Increased
466	FWTB First Western Trust Bank Denver, Colorado	$1.16M	$0	1	0.06%	Maintained
467	SOW State of Wyoming Cheyenne, Wyoming	$1.16M	+$419K	4	0.22%	Increased
468	Vontobel Holding Zurich, Switzerland	$1.13M	+$6.5K	1	0.01%	Increased
469	Envestnet Portfolio Solutions Chicago, Illinois	$1.12M	-$1.01M	3	0%	Reduced
470	Banco Santander Madrid, Spain	$1.11M	$0	1	0.01%	Maintained
471	Weiss Asset Management Boston, Massachusetts	$1.11M	+$920K	1	0.05%	New
472	Prospera Financial Services Dallas, Texas	$1.1M	+$22.8K	1	0.04%	Increased
473	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.09M	$0	1	0.06%	Maintained
474	Y-Intercept (HK) Hong Kong	$1.09M	+$631K	2	0.1%	Increased
475	Mercer Global Advisors Denver, Colorado	$1.09M	+$41.8K	4	0%	Increased