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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	Pacer Advisors Malvern, Pennsylvania	$1.83M	-$5.3M	6	0%	Reduced
502	RIL Rothschild Investment LLC Chicago, Illinois	$1.82M	+$655K	7	0.12%	Increased
503	Union Bancaire Privee Geneva 1, Switzerland	$1.82M	+$2.41M	1	0.04%	New
504	AE Wealth Management Topeka, Kansas	$1.8M	-$626K	2	0.02%	Reduced
505	SCM Semanteon Capital Management Newton, Massachusetts	$1.8M	-$467K	2	0.98%	Reduced
506	HCA Harbor Capital Advisors Chicago, Illinois	$1.79M	+$1.62M	2	0.08%	Increased
507	CP CenterBook Partners Greenwich, Connecticut	$1.76M	-$6.89M	2	0.11%	Reduced
508	SP SWS Partners Columbus, Ohio	$1.75M	-$686K	1	0.57%	Reduced
509	PP Pacifica Partners Surrey, Canada	$1.74M	-$236K	3	0.8%	Reduced
510	HIM Herald Investment Management London, United Kingdom	$1.74M	-$1.01M	1	0.33%	Reduced
511	SI Symmetry Investments St Helier, Jersey	$1.74M	-$5.26M	1	0.12%	Reduced
512	National Bank of Canada Montreal, Quebec, Canada	$1.73M	+$1.97M	8	0%	Increased
513	AAM Azzad Asset Management Falls Church, Virginia	$1.73M	+$1.54M	2	0.2%	Increased
514	LCM Landscape Capital Management Englewood, New Jersey	$1.7M	+$734K	2	0.15%	Increased
515	Eventide Asset Management Boston, Massachusetts	$1.7M	-$975K	1	0.03%	Reduced
516	GGHC Gilder Gagnon Howe & Co New York	$1.68M	+$1.06M	1	0.02%	Increased
517	BOK Financial Tulsa, Oklahoma	$1.65M	-$532K	3	0.03%	Reduced
518	JSC Jackson Square Capital San Francisco, California	$1.65M	-$1.81M	1	0.54%	Reduced
519	William Blair & Company Chicago, Illinois	$1.64M	-$289K	2	0%	Reduced
520	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.64M	+$30.2K	1	0.2%	Increased
521	LAM LECAP Asset Management London, United Kingdom	$1.63M	-$302K	3	0.38%	Reduced
522	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$1.62M	-$220K	3	0.22%	Reduced
523	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.62M	-$954K	7	0%	Reduced
524	Diversified Trust Memphis, Tennessee	$1.6M	+$5.33K	2	0.04%	Increased
525	OIM Orca Investment Management Roseburg, Oregon	$1.59M	-$26.4K	1	1.59%	Reduced