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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	PC Provenire Capital Eden Prairie, Minnesota	$868K	+$928K	1	1.03%	New
502	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$863K	+$20.7K	1	0.11%	Increased
503	Segall Bryant & Hamill Chicago, Illinois	$862K	+$1.14M	1	0.01%	New
504	Meitav Investment House Bene-Beraq, Israel	$856K	+$488K	2	0.04%	Increased
505	JCM Janney Capital Management Pittsburgh, Pennsylvania	$855K	-$19.9K	2	0.06%	Reduced
506	HIM Herald Investment Management London, United Kingdom	$852K	$0	1	0.18%	Maintained
507	IHT Wealth Management Chicago, Illinois	$850K	-$34.7K	2	0.09%	Reduced
508	BAM Blueshift Asset Management Red Bank, New Jersey	$840K	-$654K	2	0.11%	Reduced
509	CAM Carret Asset Management New York	$839K	+$841K	1	0.13%	Increased
510	Steward Partners Investment Advisory New York	$831K	-$53.2K	5	0.02%	Reduced
511	Greenleaf Trust Kalamazoo, Michigan	$827K	-$108K	3	0.01%	Reduced
512	SM Sciencast Management Princeton, New Jersey	$822K	-$601K	2	0.31%	Reduced
513	PPCM Pillar Pacific Capital Management Pacifica, California	$817K	$0	2	0.08%	Maintained
514	NERM New England Research & Management Chicago, Illinois	$811K	+$143K	2	0.59%	Increased
515	APA American Portfolios Advisors Holbrook, New York	$810K	+$94K	5	0.05%	Increased
516	Rockefeller Capital Management New York	$805K	-$6.11K	6	0.01%	Reduced
517	Geneos Wealth Management Englewood, Colorado	$795K	+$911K	5	0.04%	Increased
518	BUB BBVA USA Bancshares Houston, Texas	$793K	-$60.4K	2	0.05%	Reduced
519	FMT First Mercantile Trust Cordova, Tennessee	$790K	-$2.19K	3	0.1%	Reduced
520	Driehaus Capital Management Chicago, Illinois	$782K	-$828K	1	0.02%	Reduced
521	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$780K	-$8.37K	1	0.24%	Reduced
522	RIM Regent Investment Management Louisville, Kentucky	$770K	+$376K	2	0.24%	Increased
523	SA Springowl Associates New York	$770K	+$70K	1	4.08%	Increased
524	CH Canton Hathaway Providence, Rhode Island	$762K	-$348K	2	0.31%	Reduced
525	People's United Financial Bridgeport, Connecticut	$741K	+$983K	1	0.02%	New