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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
476	SC Skylands Capital Milwaukee, Wisconsin	$596K	+$698K	1	0.1%	New
477	LCG Lisanti Capital Growth New York	$591K	+$680K	1	0.24%	New
478	AB AT Bancorp Dubuque, Iowa	$585K	-$4.12K	1	0.08%	Reduced
479	TAM Tyers Asset Management Austin, Texas	$585K	-$27.4K	4	0.02%	Reduced
480	Level Four Advisory Services Dallas, Texas	$581K	+$4.81K	1	0.07%	Increased
481	PPCM Pillar Pacific Capital Management Pacifica, California	$578K	$0	2	0.08%	Maintained
482	Cullen/Frost Bankers San Antonio, Texas	$574K	-$62.1K	1	0.02%	Reduced
483	NewEdge Advisors New Orleans, Louisiana	$569K	+$531K	1	0.04%	New
484	JIP Jaffetilchin Investment Partners Tampa, Florida	$558K	+$284K	1	0.14%	Increased
485	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$556K	-$7.52K	1	0.45%	Reduced
486	Baker Avenue Asset Management San Francisco, California	$548K	-$30.3K	1	0.05%	Reduced
487	Advisory Services Network Atlanta, Georgia	$543K	+$425K	5	0.05%	Increased
488	NA Neuburgh Advisers Los Angeles, California	$529K	+$48.2K	2	0.02%	Increased
489	MNBTD Moody National Bank Trust Division Galveston, Texas	$528K	+$26.8K	4	0.01%	Increased
490	AWM Affinity Wealth Management Wilmington, Delaware	$525K	+$490K	1	0.32%	New
491	Laird Norton Wetherby Wealth Management San Francisco, California	$522K	+$57.9K	1	0.07%	Increased
492	VI Versor Investments New York	$509K	-$22.2K	1	0.12%	Reduced
493	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$509K	-$848K	5	0.01%	Reduced
494	Bridgewater Associates Westport, Connecticut	$505K	+$472K	1	0%	New
495	ANI American National Insurance Galveston, Texas	$502K	$0	1	0.03%	Maintained
496	LCM Landscape Capital Management Englewood, New Jersey	$500K	-$604K	1	0.04%	Reduced
497	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$499K	-$10.4K	1	0.15%	Reduced
498	ING Group Amsterdam, Netherlands	$497K	-$226K	1	0.01%	Reduced
499	MFG Magnus Financial Group New York	$491K	+$519K	2	0.13%	New
500	IP Isthmus Partners Madison, Wisconsin	$488K	+$141K	1	0.15%	Increased