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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	HCA Harbor Capital Advisors Chicago, Illinois	$3.33M	-$484K	2	0.14%	Reduced
502	Geneos Wealth Management Englewood, Colorado	$3.33M	-$237K	6	0.08%	Reduced
503	Bahl & Gaynor Cincinnati, Ohio	$3.32M	-$17.3K	1	0.02%	Reduced
504	IMC Chicago Chicago, Illinois	$3.28M	-$6.23M	2	0%	Reduced
505	Circle Wealth Management Summit, New Jersey	$3.25M	+$446K	3	0.07%	Increased
506	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.19M	+$812K	7	0%	Increased
507	Atria Wealth Solutions New York	$3.18M	+$1.24M	3	0.07%	Increased
508	Diversify Advisory Services Sandy, Utah	$3.18M	+$458K	2	0.12%	Increased
509	SAM Sycomore Asset Management Paris, France	$3.18M	$0	1	0.49%	Maintained
510	Advisory Services Network Atlanta, Georgia	$3.17M	+$1.05M	3	0.05%	Increased
511	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.15M	-$78.3K	1	1.33%	Reduced
512	Envestnet Portfolio Solutions Chicago, Illinois	$3.15M	+$1.19M	4	0.01%	Increased
513	WAM Wakefield Asset Management Englewood, Colorado	$3.1M	+$1.03M	1	0.87%	Increased
514	SAM Securian Asset Management St Paul, Minnesota	$3.08M	+$10.4K	4	0.09%	Increased
515	NIMC Nierenberg Investment Management Company Camas, Washington	$3.08M	-$734K	1	1.64%	Reduced
516	Diversified Trust Memphis, Tennessee	$3.03M	-$114K	3	0.07%	Reduced
517	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$3.02M	$0	1	0.55%	Maintained
518	TFS Thoroughbred Financial Services Brentwood, Tennessee	$2.99M	+$502K	1	0.21%	Increased
519	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$2.98M	-$4.62M	1	0.02%	Reduced
520	Lido Advisors Los Angeles, California	$2.98M	+$982K	6	0.01%	Increased
521	Trexquant Investment Stamford, Connecticut	$2.94M	-$12M	2	0.03%	Reduced
522	FRM Fox Run Management Greenwich, Connecticut	$2.93M	-$629K	4	0.49%	Reduced
523	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.91M	+$123K	1	1.08%	Increased
524	SGAM Smith Group Asset Management Dallas, Texas	$2.85M	$0	1	0.19%	Maintained
525	Marex Group London,	$2.85M	+$1.45M	5	0.02%	Increased