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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	KFS Keynote Financial Services Vernon, Connecticut	$1.52M	+$19.4K	2	1.27%	Increased
502	Regions Financial Corp Birmingham, Alabama	$1.52M	-$11.6K	2	0.01%	Reduced
503	NL NKCFO LLC Geneva, Illinois	$1.47M	+$1.13M	2	0.8%	New
504	SM Sciencast Management Princeton, New Jersey	$1.47M	+$1.28M	2	0.51%	New
505	Commerce Bank Kansas City, Missouri	$1.45M	$0	2	0.01%	Maintained
506	UBS O'Connor Chicago, Illinois	$1.45M	-$1.03M	1	0.04%	Reduced
507	MAM Monaco Asset Management Monaco	$1.45M	+$593K	1	0.23%	Increased
508	Marex Group London,	$1.42M	+$1.05M	2	0.04%	New
509	Gabelli Funds Rye, New York	$1.42M	+$1.03M	2	0.01%	Increased
510	IP Intellectus Partners San Francisco, California	$1.41M	-$195K	1	0.38%	Reduced
511	Altshuler Shaham Tel Aviv, Israel	$1.41M	+$1.39M	1	0.05%	New
512	WWM Whalen Wealth Management Las Vegas, Nevada	$1.4M	+$310K	3	1.11%	Increased
513	AI Atom Investors Austin, Texas	$1.39M	-$1.24M	1	0.14%	Reduced
514	RA Rational Advisors Huntington, New York	$1.38M	+$1.14M	1	0.13%	New
515	BCM BCK Capital Management Stamford, Connecticut	$1.38M	+$1.2M	1	0.89%	New
516	WA WealthTrust Axiom Wayne, Pennsylvania	$1.37M	+$16K	2	0.45%	Increased
517	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.36M	+$952K	2	0.23%	Increased
518	Advisory Services Network Atlanta, Georgia	$1.36M	+$564K	3	0.03%	Increased
519	William Blair & Company Chicago, Illinois	$1.36M	-$24.5K	2	0%	Reduced
520	FRM Fox Run Management Greenwich, Connecticut	$1.35M	+$804K	2	0.25%	Increased
521	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.35M	+$2.71K	1	1.31%	Increased
522	SPA Sherbrooke Park Advisers White Plains, New York	$1.34M	-$731K	2	0.24%	Reduced
523	MFG MidWestOne Financial Group Iowa City, Iowa	$1.33M	+$287K	1	0.24%	Increased
524	USAA United Services Automobile Association San Antonio, Texas	$1.32M	+$10.7K	2	0.03%	Increased
525	Element Capital Management New York	$1.31M	-$230K	2	0.1%	Reduced