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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	OBAM ODDO BHF Asset Management Paris, France	$5.28M	-$4.9M	1	0.2%	Reduced
502	Utah Retirement Systems Salt Lake City, Utah	$5.27M	-$40.8K	4	0.05%	Reduced
503	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$5.24M	+$511K	4	0.13%	Increased
504	Zurich Insurance Group Zurich, Switzerland	$5.23M	+$3.65M	1	0.04%	New
505	South Dakota Investment Council Sioux Falls, South Dakota	$5.16M	+$3.57M	4	0.1%	Increased
506	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.15M	-$289K	3	0.01%	Reduced
507	EAM EFG Asset Management Portland, Oregon	$5.12M	+$3.2M	2	0.66%	Increased
508	Circle Wealth Management Summit, New Jersey	$5.1M	-$91.5K	2	0.1%	Reduced
509	Baird Financial Group Milwaukee, Wisconsin	$5.05M	-$700K	4	0.01%	Reduced
510	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$5.04M	+$14.7K	1	0.37%	Increased
511	RWA Roberts Wealth Advisors Palo Alto, California	$5.04M	-$44.4K	1	1.34%	Reduced
512	Dymon Asia Capital (Singapore) Singapore	$5M	+$4.23M	2	0.53%	New
513	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.98M	-$2.69M	2	0.95%	Reduced
514	Rockefeller Capital Management New York	$4.96M	-$582K	9	0.01%	Reduced
515	Cookson Peirce & Co Pittsburgh, Pennsylvania	$4.93M	+$2.85M	2	0.2%	Increased
516	Corient Private Wealth Miami, Florida	$4.93M	+$1.68M	6	0.01%	Increased
517	Danske Bank Copenhagen K, Denmark	$4.89M	+$961K	5	0.01%	Increased
518	Harvest Fund Management Beijing, China	$4.88M	+$4.13M	3	0.21%	Increased
519	HVCM Hel Ved Capital Management Central, Hong Kong	$4.87M	-$33.8M	2	1.02%	Reduced
520	Davenport & Co Richmond, Virginia	$4.84M	-$2.83M	1	0.03%	Reduced
521	Geneos Wealth Management Englewood, Colorado	$4.8M	-$118K	5	0.12%	Reduced
522	Vident Advisory Alpharetta, Georgia	$4.76M	+$356K	7	0.05%	Increased
523	HCM Hilton Capital Management Garden City, New York	$4.76M	-$3.46M	1	0.39%	Reduced
524	LI LHM Inc Sandy, Utah	$4.73M	-$7.94M	1	1.56%	Reduced
525	PAMS Pinpoint Asset Management (Singapore) Singapore,	$4.69M	-$3.36M	4	0.84%	Reduced