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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	Mercer Global Advisors Denver, Colorado	$1.07M	-$658K	3	0%	Reduced
477	Nissay Asset Management Tokyo, Japan	$1.06M	$0	1	0.01%	Maintained
478	SP SWS Partners Columbus, Ohio	$1.05M	+$196K	1	0.39%	Increased
479	SAM Silverback Asset Management Chapel Hill, North Carolina	$1.04M	+$1.08M	1	0.14%	New
480	FWTB First Western Trust Bank Denver, Colorado	$1.04M	$0	1	0.06%	Maintained
481	Commerce Bank Kansas City, Missouri	$1.04M	-$6.8K	2	0.01%	Reduced
482	Hancock Whitney Gulfport, Mississippi	$1.04M	-$54.6K	1	0.04%	Reduced
483	Stratos Wealth Partners Beachwood, Ohio	$1.03M	+$646K	3	0.02%	Increased
484	FTDI First Trust Direct Indexing Boston, Massachusetts	$1M	-$8.05K	2	0.11%	Reduced
485	IMC Chicago Chicago, Illinois	$996K	+$315K	2	0%	Increased
486	HSA Hussman Strategic Advisors Ellicott City, Maryland	$992K	-$1.57M	1	0.19%	Reduced
487	Synovus Financial Columbus, Georgia	$992K	-$114K	2	0.01%	Reduced
488	Allspring Global Investments Charlotte, North Carolina	$986K	-$1.92M	3	0%	Reduced
489	SignatureFD Atlanta, Georgia	$983K	-$11.1K	7	0.03%	Reduced
490	Vontobel Holding Zurich, Switzerland	$983K	+$891K	1	0.01%	New
491	BSB Bangor Savings Bank Bangor, Maine	$982K	+$3.33K	1	0.12%	Increased
492	PEAK6 Investments Chicago, Illinois	$982K	-$2.77M	2	0%	Reduced
493	CUAMC China Universal Asset Management Company Shanghai, China	$979K	-$1.43M	1	0.28%	Reduced
494	Banco Santander Madrid, Spain	$978K	+$163K	1	0.01%	Increased
495	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$974K	+$13.5K	1	0.15%	Increased
496	New York Life Investment Management New York	$964K	+$332K	2	0.01%	Increased
497	Shelton Capital Management Denver, Colorado	$962K	+$163K	4	0.04%	Increased
498	PCM Prelude Capital Management New York	$959K	+$519K	2	0.06%	Increased
499	Cetera Investment Advisers Schaumburg, Illinois	$957K	-$238K	3	0.01%	Reduced
500	MI MMCAP International Grand Cayman, Cayman Islands	$956K	-$332K	1	0.27%	Reduced