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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	QCM Qsemble Capital Management New York	$3.59M	+$3.21M	4	0.48%	New
477	ET Entropy Technologies New York	$3.58M	+$3.09M	3	0.37%	New
478	WPC White Pine Capital Bloomington, Minnesota	$3.5M	-$1.36M	3	1.18%	Reduced
479	MML Investors Services Springfield, Massachusetts	$3.48M	+$1.14M	6	0.01%	Increased
480	Credit Agricole Montrouge Cedex, France	$3.46M	+$2.6M	7	0.01%	Increased
481	WW Waterfront Wealth Overland Park, Kansas	$3.44M	+$53.6K	1	0.84%	Increased
482	LG Leuthold Group Minneapolis, Minnesota	$3.4M	+$3.43M	1	0.41%	New
483	Cambridge Investment Research Advisors Fairfield, Iowa	$3.4M	+$457K	5	0.01%	Increased
484	Tower Research Capital (TRC) New York	$3.37M	+$333K	11	0.07%	Increased
485	Liontrust Investment Partners London, United Kingdom	$3.37M	-$491K	1	0.05%	Reduced
486	Utah Retirement Systems Salt Lake City, Utah	$3.37M	-$20K	4	0.04%	Reduced
487	KM KP Management Edina, Minnesota	$3.36M	-$1.99M	1	1.05%	Reduced
488	AE Wealth Management Topeka, Kansas	$3.35M	-$20.1K	2	0.03%	Reduced
489	Eventide Asset Management Boston, Massachusetts	$3.3M	-$1.85M	3	0.06%	Reduced
490	Oversea-Chinese Banking Corp (OCBC) Singapore	$3.26M	+$3.44M	1	0.09%	New
491	BSG Black Swift Group Boulder, Colorado	$3.26M	+$1.27M	2	0.69%	Increased
492	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.24M	-$4.68M	1	2.23%	Reduced
493	Vontobel Holding Zurich, Switzerland	$3.23M	-$505K	3	0.01%	Reduced
494	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.21M	+$1.39M	6	0%	Increased
495	Private Advisor Group Morristown, New Jersey	$3.2M	-$576K	3	0.02%	Reduced
496	Ethic Inc New York	$3.2M	+$1.58M	5	0.06%	Increased
497	Marex Group London,	$3.2M	+$2.37M	2	0.05%	New
498	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.19M	-$496K	2	0.1%	Reduced
499	SP SWS Partners Columbus, Ohio	$3.19M	+$17K	1	0.97%	Increased
500	SAM Sycomore Asset Management Paris, France	$3.18M	-$2.68M	1	0.45%	Reduced