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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	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$1.85M	-$476K	1	0.6%	Reduced
502	Johnson Investment Counsel Cincinnati, Ohio	$1.84M	+$124K	3	0.02%	Increased
503	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.84M	$0	1	0.41%	Maintained
504	SAM Shell Asset Management The Hague, Netherlands	$1.81M	-$278K	3	0.04%	Reduced
505	Baird Financial Group Milwaukee, Wisconsin	$1.8M	-$1.13M	2	0%	Reduced
506	Belpointe Asset Management Reno, Nevada	$1.8M	+$566K	3	0.11%	Increased
507	LTI Laffer Tengler Investments Nashville, Tennessee	$1.78M	-$23.2K	2	0.54%	Reduced
508	DA Duality Advisers Miami, Florida	$1.78M	+$1.75M	2	0.19%	New
509	DCM Dupont Capital Management Wilmington, Delaware	$1.76M	+$589K	3	0.07%	Increased
510	Silvercrest Asset Management New York	$1.74M	+$315K	2	0.01%	Increased
511	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.74M	+$35.9K	1	0.17%	Increased
512	AF Aldebaran Financial	$1.72M	-$18.7K	1	1.34%	Reduced
513	Wolverine Asset Management Chicago, Illinois	$1.72M	+$34.6K	2	0.02%	Increased
514	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$1.71M	+$46.9K	1	0.91%	Increased
515	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.69M	-$143K	1	0.01%	Reduced
516	Rafferty Asset Management New York	$1.69M	+$2.23K	2	0.01%	Increased
517	Amundi Paris, France	$1.68M	-$8.98M	1	0%	Reduced
518	Algert Global San Francisco, California	$1.68M	+$131K	2	0.11%	Increased
519	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.68M	+$13.6K	1	0.2%	Increased
520	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.68M	-$198K	4	0%	Reduced
521	Prospera Financial Services Dallas, Texas	$1.67M	+$114K	4	0.07%	Increased
522	CIBC World Market Toronto, Ontario, Canada	$1.67M	-$239K	3	0.01%	Reduced
523	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$1.64M	+$1.77M	1	1.87%	New
524	Maryland State Retirement & Pension System Baltimore, Maryland	$1.63M	+$7.55K	3	0.04%	Increased
525	GCP GSA Capital Partners London, United Kingdom	$1.63M	-$1.56M	4	0.22%	Reduced