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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	RP Riverwater Partners Milwaukee, Wisconsin	$1.3M	+$12.5K	1	0.96%	Increased
502	Maryland State Retirement & Pension System Baltimore, Maryland	$1.29M	-$132K	3	0.03%	Reduced
503	KFS Keynote Financial Services Vernon, Connecticut	$1.29M	+$1.23M	2	1.08%	New
504	Korea Investment Corp Seoul, South Korea	$1.29M	+$1.37M	1	0%	New
505	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.28M	-$44.2K	1	0.24%	Reduced
506	Commerce Bank Kansas City, Missouri	$1.28M	+$26.3K	2	0.01%	Increased
507	BNP Paribas Paris, France	$1.23M	+$1.31M	2	0.06%	New
508	Tower Research Capital (TRC) New York	$1.22M	-$2.9M	11	0.03%	Reduced
509	Mercer Global Advisors Denver, Colorado	$1.22M	+$7.91K	4	0%	Increased
510	CAM ClariVest Asset Management San Diego, California	$1.22M	+$1.15K	2	0.13%	Increased
511	CUAMC China Universal Asset Management Company Shanghai, China	$1.21M	+$1.1M	1	0.15%	New
512	SOW State of Wyoming Cheyenne, Wyoming	$1.21M	-$37.9K	4	0.2%	Reduced
513	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.2M	$0	1	0.05%	Maintained
514	USAA United Services Automobile Association San Antonio, Texas	$1.2M	-$46.4K	2	0.03%	Reduced
515	AIM Aigen Investment Management New York	$1.19M	-$69.4K	4	0.26%	Reduced
516	Bank Julius Baer & Co Zurich, Switzerland	$1.18M	-$1.47M	1	0%	Reduced
517	SRL Scientech Research LLC Jersey City, New Jersey	$1.17M	+$1.19M	2	0.62%	Increased
518	Quantinno Capital Management New York	$1.17M	-$7.64K	2	0.03%	Reduced
519	WA WealthTrust Axiom Wayne, Pennsylvania	$1.16M	-$30.2K	2	0.37%	Reduced
520	VF Virtu Financial New York	$1.15M	-$1.07M	3	0.09%	Reduced
521	Corient Private Wealth Miami, Florida	$1.14M	-$720K	2	0%	Reduced
522	SignatureFD Atlanta, Georgia	$1.14M	-$27.8K	8	0.02%	Reduced
523	Cetera Advisors Denver, Colorado	$1.13M	+$82.2K	2	0.01%	Increased
524	SAM Shell Asset Management The Hague, Netherlands	$1.13M	-$108K	3	0.05%	Reduced
525	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.13M	-$633K	1	1.13%	Reduced