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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	MP McDonald Partners Cleveland, Ohio	$1.5M	+$32.5K	1	0.35%	Increased
477	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.5M	$0	1	0.01%	Maintained
478	Synovus Financial Columbus, Georgia	$1.48M	+$877K	2	0.01%	Increased
479	Leonteq Securities AG Zurich, Switzerland	$1.48M	-$14K	4	0.09%	Reduced
480	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.48M	+$73.3K	1	0.14%	Increased
481	Kestra Private Wealth Services Austin, Texas	$1.48M	+$327K	3	0.09%	Increased
482	Johnson Investment Counsel Cincinnati, Ohio	$1.46M	+$1.43M	2	0.02%	Increased
483	Hillsdale Investment Management Toronto, Ontario, Canada	$1.46M	-$744K	2	0.12%	Reduced
484	OIA Optimum Investment Advisors Chicago, Illinois	$1.42M	-$258K	3	0.44%	Reduced
485	FMT First Mercantile Trust Cordova, Tennessee	$1.41M	+$243K	3	0.17%	Increased
486	Waverly Advisors Birmingham, Alabama	$1.4M	$0	1	0.13%	Maintained
487	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.39M	+$24.3K	1	0.41%	Increased
488	Steward Partners Investment Advisory New York	$1.39M	-$243K	7	0.02%	Reduced
489	Trexquant Investment Stamford, Connecticut	$1.38M	-$39.4K	3	0.12%	Reduced
490	FHB First Hawaiian Bank Honolulu, Hawaii	$1.36M	-$237K	1	0.06%	Reduced
491	ED Exane Derivatives Paris, France	$1.36M	+$813K	5	0.31%	Increased
492	MCM Marathon Capital Management Hunt Valley, Maryland	$1.36M	-$34.5K	1	0.31%	Reduced
493	GCP GSA Capital Partners London, United Kingdom	$1.32M	+$626K	2	0.15%	Increased
494	ADIM Alpha DNA Investment Management Columbia, Maryland	$1.31M	+$95.7K	1	0.9%	Increased
495	O'Shaughnessy Asset Management Stamford, Connecticut	$1.31M	-$102K	6	0.03%	Reduced
496	AMC Asset Management Corp Northbrook, Illinois	$1.3M	+$114K	3	0.75%	Increased
497	Mercer Global Advisors Denver, Colorado	$1.3M	+$144K	4	0.01%	Increased
498	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.29M	+$530K	1	0.52%	Increased
499	Gateway Investment Advisers Cincinnati, Ohio	$1.29M	$0	2	0.01%	Maintained
500	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$1.29M	+$1.2M	2	0.94%	New