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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
501	TIA Trust Investment Advisors Indianapolis, Indiana	$488K	+$110K	1	0.62%	Increased
502	SignatureFD Atlanta, Georgia	$487K	+$120K	5	0.05%	Increased
503	VIM Vista Investment Management Pittsburgh, Pennsylvania	$485K	+$14.4K	1	0.5%	Increased
504	Kingsview Wealth Management Grants Pass, Oregon	$483K	+$452K	1	0.11%	New
505	SCM SOL Capital Management Rockville, Maryland	$475K	-$24.1K	1	0.15%	Reduced
506	William Blair & Company Chicago, Illinois	$474K	-$720K	2	0%	Reduced
507	Cambridge Investment Research Advisors Fairfield, Iowa	$468K	-$909K	2	0.01%	Reduced
508	Creative Planning Overland Park, Kansas	$465K	-$772K	1	0%	Reduced
509	Baird Financial Group Milwaukee, Wisconsin	$462K	-$1.96M	2	0%	Reduced
510	SM Southport Management Wilson, Wyoming	$458K	-$127K	1	2.31%	Reduced
511	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$457K	-$38K	1	0.01%	Reduced
512	MHP Manatuck Hill Partners Westport, Connecticut	$456K	+$535K	1	0.24%	New
513	CAM Cubic Asset Management Boston, Massachusetts	$448K	+$515K	1	0.15%	New
514	Quantbot Technologies New York	$446K	+$92.8K	1	0.04%	Increased
515	Eagle Global Advisors Houston, Texas	$438K	+$422K	1	0.02%	New
516	SCA Secor Capital Advisors New York	$436K	+$227K	3	0.06%	Increased
517	CM Crestline Management Fort Worth, Texas	$427K	-$1.89M	1	0.06%	Reduced
518	Ingalls & Snyder LLC New York	$421K	-$4.98K	1	0.02%	Reduced
519	Janus Henderson Group London,	$414K	-$298K	1	0%	Reduced
520	Hillsdale Investment Management Toronto, Ontario, Canada	$411K	+$485K	1	0.05%	New
521	BlueCrest Capital Management St Helier, Jersey	$408K	-$3.69M	2	0.02%	Reduced
522	OMC Oasis Management Company Grand Cayman, Cayman Islands	$407K	+$393K	1	0.65%	New
523	RIM Regent Investment Management Louisville, Kentucky	$405K	-$187K	1	0.15%	Reduced
524	SCM Silvant Capital Management Atlanta, Georgia	$402K	$0	1	0.08%	Maintained
525	UFF USA Financial Formulas Ada, Michigan	$401K	+$26.3K	2	0.1%	Increased