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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	WCM Washington Capital Management Seattle, Washington	$1.01M	+$245K	2	1.02%	Increased
502	CIBC World Market Toronto, Ontario, Canada	$1.01M	-$49K	3	0%	Reduced
503	MAM Monaco Asset Management Monaco	$1.01M	+$834K	1	0.39%	New
504	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$996K	+$153K	2	0.17%	Increased
505	Vanguard Personalized Indexing Management Oakland, California	$995K	+$147K	4	0.05%	Increased
506	Atria Wealth Solutions New York	$986K	+$356K	4	0.02%	Increased
507	SRC Samson Rock Capital London, United Kingdom	$979K	+$1.09M	1	0.73%	New
508	B. Metzler seel. Sohn & Co Frankfurt, Germany	$977K	+$26.3K	1	0.02%	Increased
509	William Blair & Company Chicago, Illinois	$972K	-$158K	1	0%	Reduced
510	Waverly Advisors Birmingham, Alabama	$971K	$0	1	0.07%	Maintained
511	LTI Laffer Tengler Investments Nashville, Tennessee	$968K	+$16.3K	2	0.36%	Increased
512	VIA Virtus Investment Advisers Hartford, Connecticut	$960K	+$1.01M	1	0.44%	New
513	Trexquant Investment Stamford, Connecticut	$944K	+$800K	2	0.03%	Increased
514	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$943K	+$45.2K	1	0.27%	Increased
515	VF Virtu Financial New York	$939K	-$221K	2	0.09%	Reduced
516	QT Quantamental Technologies White Plains, New York	$930K	+$1.21M	3	0.36%	New
517	PFM Premier Fund Managers Guildford, United Kingdom	$929K	-$2.74M	1	0.07%	Reduced
518	MGO One Seven Beachwood, Ohio	$925K	+$507K	3	0.04%	Increased
519	Livforsakringsbolaget Skandia Stockholm, Sweden	$919K	-$82.9K	1	0.11%	Reduced
520	FC FORA Capital Miami, Florida	$917K	+$251K	2	0.18%	Increased
521	CX Institutional Auburn, Indiana	$914K	+$878K	2	0.06%	Increased
522	Cerity Partners New York	$912K	+$35.8K	2	0.01%	Increased
523	Mackenzie Financial Toronto Ontario, Ontario, Canada	$912K	+$134K	3	0%	Increased
524	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$904K	-$360K	1	1.53%	Reduced
525	Cetera Advisor Networks El Segundo, California	$899K	-$52.8K	3	0.01%	Reduced