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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	SAM Shell Asset Management The Hague, Netherlands	$1.08M	-$286K	3	0.05%	Reduced
477	WPC White Pine Capital Bloomington, Minnesota	$1.08M	+$818K	2	0.42%	New
478	CA Capital Advantage Walnut Creek, California	$1.08M	$0	1	0.22%	Maintained
479	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.08M	+$392K	1	0.01%	Increased
480	SignatureFD Atlanta, Georgia	$1.07M	+$85.8K	7	0.02%	Increased
481	TCM Tieton Capital Management Yakima, Washington	$1.07M	+$13.3K	2	0.61%	Increased
482	IAS IMA Advisory Services Denver, Colorado	$1.07M	-$213K	1	0.54%	Reduced
483	RCM Ratan Capital Management Miami Beach, Florida	$1.07M	-$545K	1	0.7%	Reduced
484	Tidal Investments Milwaukee, Wisconsin	$1.07M	+$968K	4	0.02%	New
485	VI Versor Investments New York	$1.06M	+$575K	2	0.22%	Increased
486	Jupiter Asset Management London, United Kingdom	$1.06M	$0	1	0.01%	Maintained
487	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.05M	-$23.9K	1	0.18%	Reduced
488	Bridgeway Capital Management Houston, Texas	$1.05M	-$784K	1	0.02%	Reduced
489	MP McDonald Partners Cleveland, Ohio	$1.05M	-$2.62K	1	0.31%	Reduced
490	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.04M	$0	1	0.02%	Maintained
491	Synovus Financial Columbus, Georgia	$1.04M	-$2.78K	2	0.01%	Reduced
492	SPA Sherbrooke Park Advisers White Plains, New York	$1.03M	+$976K	4	0.48%	New
493	Quantinno Capital Management New York	$1.01M	+$958K	2	0.04%	New
494	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.01M	$0	1	0.09%	Maintained
495	USAA United Services Automobile Association San Antonio, Texas	$1.01M	+$466K	2	0.02%	Increased
496	XTX Topco George Town, Cayman Islands	$1M	-$504K	3	0.22%	Reduced
497	MM MQS Management New York	$996K	+$750K	4	0.55%	Increased
498	SP SWS Partners Columbus, Ohio	$985K	-$15.5K	1	0.32%	Reduced
499	DA Duality Advisers Miami, Florida	$983K	-$1.74M	2	0.1%	Reduced
500	Burney Company Reston, Virginia	$980K	-$1.32M	1	0.04%	Reduced