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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	Waverly Advisors Birmingham, Alabama	$607K	-$66K	1	0.08%	Reduced
502	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$597K	+$127K	5	0.01%	Increased
503	Simplicity Solutions Minneapolis, Minnesota	$593K	+$209K	1	0.02%	Increased
504	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$584K	+$107K	3	0.19%	Increased
505	William Blair & Company Chicago, Illinois	$578K	-$7.25M	3	0%	Reduced
506	Mercer Global Advisors Denver, Colorado	$568K	-$196K	3	0.01%	Reduced
507	WCM Washington Capital Management Seattle, Washington	$564K	$0	1	0.49%	Maintained
508	DA DCF Advisers Greenwich, Connecticut	$557K	+$590K	1	0.35%	New
509	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$557K	$0	1	0.3%	Maintained
510	SCM SOL Capital Management Rockville, Maryland	$548K	+$268K	1	0.14%	Increased
511	SignatureFD Atlanta, Georgia	$543K	-$44.3K	4	0.04%	Reduced
512	Quilter Plc London, United Kingdom	$542K	+$574K	1	0.03%	New
513	Advisory Services Network Atlanta, Georgia	$538K	+$244K	5	0.03%	Increased
514	RAM Redmond Asset Management Henrico, Virginia	$536K	+$2.51K	1	0.23%	Increased
515	Oppenheimer Asset Management New York	$528K	-$90.9K	3	0.01%	Reduced
516	GFA Gifford Fong Associates Lafayette, California	$523K	$0	1	0.15%	Maintained
517	Brookstone Capital Management Wheaton, Illinois	$512K	+$28.5K	1	0.03%	Increased
518	PHK Point72 Hong Kong Hong Kong	$507K	+$251K	3	0.12%	Increased
519	CCG Ceeto Capital Group Coral Gables, Florida	$505K	+$478K	1	0.33%	New
520	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$501K	+$531K	1	0.17%	New
521	Mount Yale Investment Advisors Denver, Colorado	$495K	+$464K	1	0.09%	New
522	IIM Ironwood Investment Management Boston, Massachusetts	$467K	+$19.4K	1	0.32%	Increased
523	BUB BBVA USA Bancshares Houston, Texas	$465K	+$317K	2	0.03%	Increased
524	CIBC Asset Management Toronto, Ontario, Canada	$462K	+$201K	2	0%	Increased
525	Meridian Wealth Management Lexington, Kentucky	$449K	+$2.06K	1	0.22%	Increased