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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	GIPM G2 Investment Partners Management New York	$639K	-$2.7M	1	0.21%	Reduced
477	WA Winfield Associates Cleveland, Ohio	$628K	-$44.1K	1	0.4%	Reduced
478	SP Summit Partners Boston, Massachusetts	$625K	$0	1	0.35%	Maintained
479	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$620K	+$744K	1	0.35%	New
480	PM Precept Management Dallas, Texas	$615K	-$1.26M	1	0.08%	Reduced
481	HighPoint Advisor Group Downers Grove, Illinois	$612K	+$324K	2	0.15%	Increased
482	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$609K	+$113K	5	0.01%	Increased
483	ExodusPoint Capital Management New York	$603K	-$4.14M	2	0.03%	Reduced
484	Mackenzie Financial Toronto Ontario, Ontario, Canada	$603K	-$471K	2	0%	Reduced
485	TIA Trust Investment Advisors Indianapolis, Indiana	$596K	-$41.3K	1	0.99%	Reduced
486	Advisory Services Network Atlanta, Georgia	$593K	+$149K	5	0.04%	Increased
487	MGO One Seven Beachwood, Ohio	$583K	+$601K	1	0.2%	New
488	PPCM Pillar Pacific Capital Management Pacifica, California	$583K	+$81.2K	2	0.08%	Increased
489	AFAS Acorn Financial Advisory Services Reston, Virginia	$578K	+$64.7K	1	0.57%	Increased
490	CCG Ceeto Capital Group Coral Gables, Florida	$570K	+$162K	1	0.46%	Increased
491	IB Intrust Bank Wichita, Kansas	$563K	+$580K	1	0.16%	New
492	SAM Secure Asset Management Troy, Michigan	$556K	+$8.72K	1	0.6%	Increased
493	Tower Research Capital (TRC) New York	$555K	-$600K	3	0.03%	Reduced
494	LW Linscomb Wealth Houston, Texas	$553K	-$64.7K	1	0.05%	Reduced
495	FPC Falcon Point Capital San Francisco, California	$552K	-$99.5K	1	1.2%	Reduced
496	William Blair & Company Chicago, Illinois	$550K	+$12.5K	3	0%	Increased
497	Palisade Capital Management Fort Lee, New Jersey	$543K	+$85.8K	1	0.02%	Increased
498	Mount Yale Investment Advisors Denver, Colorado	$540K	+$56.3K	1	0.12%	Increased
499	Meridian Wealth Management Lexington, Kentucky	$537K	+$123K	1	0.24%	Increased
500	WCM Washington Capital Management Seattle, Washington	$525K	$0	1	0.66%	Maintained