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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	Paradigm Capital Management Inc Albany, New York	$7.16M	+$559K	2	0.31%	Increased
452	Callan Family Office Radnor, Pennsylvania	$7.11M	-$900K	6	0.23%	Reduced
453	EP Edgestream Partners Princeton, New Jersey	$7.1M	-$2.32K	4	0.21%	Reduced
454	FFL Future Fund LLC Chicago, Illinois	$7.07M	-$1.21M	4	2.49%	Reduced
455	OP Asset Management Helsinki,	$7.05M	+$541K	2	0.09%	Increased
456	ASM AI-Squared Management Hong Kong	$7M	+$6.47M	2	7.28%	New
457	KA Kovack Advisors Ft. Lauderdale, Florida	$6.92M	-$78.9K	2	0.65%	Reduced
458	NAAA New Age Alpha Advisors Rye, New York	$6.92M	-$116K	1	0.29%	Reduced
459	SCM Sandler Capital Management New York	$6.91M	-$3.66M	3	2.03%	Reduced
460	M&T Bank Buffalo, New York	$6.9M	-$662K	6	0.02%	Reduced
461	Andra AP-fonden Goteborg, Sweden	$6.89M	-$1.16M	2	0.09%	Reduced
462	HAM Harber Asset Management Asheville, North Carolina	$6.85M	+$6.92M	2	2.46%	New
463	LCM Legato Capital Management San Francisco, California	$6.83M	-$2.44M	3	0.74%	Reduced
464	Arax Advisory Partners Denver, Colorado	$6.8M	+$4.63M	9	0.1%	Increased
465	Voleon Capital Management Berkeley, California	$6.69M	+$3.99M	2	0.16%	Increased
466	PCA Providence Capital Advisors Charlotte, North Carolina	$6.62M	-$4.05M	1	1.15%	Reduced
467	GJL Gendell Jeffrey L	$6.61M	+$2.99M	1	0.12%	Increased
468	iA Global Asset Management Quebec, Quebec, Canada	$6.61M	-$5.93M	1	0.09%	Reduced
469	Los Angeles Capital Management Los Angeles, California	$6.6M	+$225K	4	0.02%	Increased
470	Aristeia Capital Greenwich, Connecticut	$6.48M	+$4.26M	2	0.15%	Increased
471	JB Capital Wethersfield, Connecticut	$6.45M	+$219K	1	0.28%	Increased
472	PA Paralel Advisors Denver, Colorado	$6.45M	+$5.8K	1	0.25%	Increased
473	Main Management ETF Advisors San Francisco, California	$6.31M	+$4.14M	3	0.23%	Increased
474	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$6.26M	-$286K	1	3.11%	Reduced
475	State of Alaska Department of Revenue Juneau, Alaska	$6.15M	-$106K	5	0.06%	Reduced