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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
526	Utah Retirement Systems Salt Lake City, Utah	$224K	+$192K	1	0.01%	New
527	PTC Petrus Trust Company Dallas, Texas	$222K	-$216K	1	0.05%	Reduced
528	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$221K	+$73.7K	1	0.04%	Increased
529	VAM Verity Asset Management Durham, North Carolina	$221K	+$163K	1	0.25%	New
530	Penserra Capital Management Orinda, California	$217K	-$410K	1	0.02%	Reduced
531	LIA LS Investment Advisors Bloomfield Hills, Michigan	$215K	+$8.78K	5	0.02%	Increased
532	Shelton Capital Management Denver, Colorado	$214K	$0	1	0.02%	Maintained
533	UR USCA RIA Houston, Texas	$211K	+$228K	1	0.04%	New
534	Tower Research Capital (TRC) New York	$209K	+$177K	6	0.03%	Increased
535	NL NWAM LLC Mercer Island, Washington	$208K	+$202K	1	0.08%	New
536	Rafferty Asset Management New York	$203K	+$194K	1	0.01%	New
537	Fort Washington Investment Advisors Cincinnati, Ohio	$202K	-$21.2M	1	0%	Reduced
538	SNS Financial Group Minneapolis, Minnesota	$202K	$0	1	0.05%	Maintained
539	BCM Bayesian Capital Management Brooklyn, New York	$193K	-$322K	1	0.18%	Reduced
540	People's United Financial Bridgeport, Connecticut	$193K	+$269	2	0.01%	Increased
541	CPA Court Place Advisors Ellicott City, Maryland	$184K	$0	1	0.11%	Maintained
542	P Pitcairn Conshohocken, Pennsylvania	$182K	+$174K	1	0.02%	New
543	Nordea Investment Management Stockholm, Sweden	$178K	+$3.25K	1	0%	Increased
544	Laird Norton Wetherby Wealth Management San Francisco, California	$175K	-$66.8K	1	0.04%	Reduced
545	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$173K	-$3.82K	1	0.64%	Reduced
546	NFG Nadler Financial Group Deerfield, Illinois	$171K	+$186K	1	0.07%	New
547	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$169K	$0	1	0.17%	Maintained
548	IH IFC Holdings Tampa, Florida	$158K	-$31	1	0.02%	Reduced
549	Caprock Group Boise, Idaho	$156K	+$169K	1	0.04%	New
550	CCA Checchi Capital Advisers Beverly Hills, California	$143K	+$9.48K	2	0.03%	Increased