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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	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.18M	-$10.6K	1	0.13%	Reduced
477	Bank of Nova Scotia Toronto, Ontario, Canada	$1.17M	+$473K	3	0%	Increased
478	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$1.17M	+$993K	1	0.11%	Increased
479	Synovus Financial Columbus, Georgia	$1.17M	-$26.8K	2	0.01%	Reduced
480	Pathstone Family Office Englewood, New Jersey	$1.16M	-$506K	3	0.02%	Reduced
481	NewEdge Advisors New Orleans, Louisiana	$1.16M	+$9.75K	7	0.01%	Increased
482	SAM Shell Asset Management The Hague, Netherlands	$1.16M	-$126K	3	0.05%	Reduced
483	RWA Wealth Partners Newton, Massachusetts	$1.14M	+$1.16M	1	0.03%	New
484	Rockefeller Capital Management New York	$1.14M	-$32.8M	2	0%	Reduced
485	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.12M	$0	1	0.01%	Maintained
486	AIA Group Hong Kong	$1.12M	+$673K	2	0.05%	Increased
487	PFM Premier Fund Managers Guildford, United Kingdom	$1.12M	$0	1	0.04%	Maintained
488	MP McDonald Partners Cleveland, Ohio	$1.12M	+$35K	1	0.34%	Increased
489	Park Avenue Securities New York	$1.11M	+$4.19K	1	0.02%	Increased
490	William Blair & Company Chicago, Illinois	$1.09M	+$90.5K	2	0%	Increased
491	GAMCO Investors Greenwich, Connecticut	$1.09M	+$391K	1	0.01%	Increased
492	FG Formula Growth Montreal, Quebec, Canada	$1.09M	+$1.24M	1	0.35%	New
493	GCP GSA Capital Partners London, United Kingdom	$1.07M	-$2.12M	3	0.11%	Reduced
494	TCM Tybourne Capital Management Hong Kong	$1.06M	+$775K	1	0.12%	New
495	VF Virtu Financial New York	$1.06M	+$793K	3	0.08%	Increased
496	NICM Neo Ivy Capital Management New York	$1.06M	+$1.14M	1	0.56%	New
497	SI Symmetry Investments St Helier, Jersey	$1.05M	+$813K	2	0.16%	New
498	XTX Topco George Town, Cayman Islands	$1.04M	-$415K	3	0.19%	Reduced
499	Rafferty Asset Management New York	$1.04M	+$2.19K	1	0.01%	Increased
500	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.03M	$0	1	0.07%	Maintained