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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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.14M	+$39.7K	2	0.01%	Increased
502	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$3.12M	+$99.1K	7	0.02%	Increased
503	MCM Massar Capital Management Stamford, Connecticut	$3.12M	+$3.3M	1	3.55%	New
504	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$3.08M	+$30.3K	1	0.29%	Increased
505	Ashton Thomas Private Wealth Scottsdale, Arizona	$3.08M	+$1.12M	2	0.12%	Increased
506	Walleye Trading New York	$3.05M	+$2.2M	5	0.01%	Increased
507	SAM Securian Asset Management St Paul, Minnesota	$3.03M	-$63.1K	4	0.09%	Reduced
508	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.03M	+$2.69M	1	1.44%	New
509	SGAM Smith Group Asset Management Dallas, Texas	$3.03M	+$3.2M	1	0.22%	New
510	E Fund Management Guangzhou, China	$3.01M	+$2.23M	1	0.15%	New
511	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.99M	+$36.7K	1	0.05%	Increased
512	N Numerai San Francisco, California	$2.96M	-$5.23M	2	0.81%	Reduced
513	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.93M	-$417K	1	1.11%	Reduced
514	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.92M	+$52.6K	9	0.01%	Increased
515	Harvest Fund Management Beijing, China	$2.9M	+$2.3M	4	0.13%	Increased
516	Caxton Associates (New York) New York	$2.88M	+$17.6K	3	0.09%	Increased
517	BOK Financial Tulsa, Oklahoma	$2.87M	-$513K	3	0.05%	Reduced
518	SCM Semanteon Capital Management Newton, Massachusetts	$2.86M	+$2.71M	2	1.54%	New
519	NIMC Nierenberg Investment Management Company Camas, Washington	$2.86M	$0	1	1.59%	Maintained
520	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2.86M	$0	2	0.2%	Maintained
521	GAMCO Investors Greenwich, Connecticut	$2.86M	-$129K	2	0.03%	Reduced
522	Seizert Capital Partners Birmingham, Michigan	$2.84M	-$51.7K	1	0.13%	Reduced
523	PP Pacifica Partners Surrey, Canada	$2.83M	-$137K	3	1.22%	Reduced
524	FRM Fox Run Management Greenwich, Connecticut	$2.82M	+$615K	4	0.51%	Increased
525	WIM Westside Investment Management Santa Monica, California	$2.81M	-$7.7K	3	0.59%	Reduced