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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	3C 361 Capital Denver, Colorado	$589K	-$18K	1	0.11%	Reduced
527	EMG ETF Managers Group Summit, New Jersey	$587K	-$55.7K	2	0.02%	Reduced
528	SignatureFD Atlanta, Georgia	$584K	+$51.1K	4	0.05%	Increased
529	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$582K	$0	1	0.35%	Maintained
530	Smithfield Trust Pittsburgh, Pennsylvania	$574K	+$349K	2	0.06%	Increased
531	Quadrature Capital London, United Kingdom	$571K	-$2.69M	1	0.03%	Reduced
532	SP Summit Partners Boston, Massachusetts	$566K	$0	1	0.11%	Maintained
533	FRM Fox Run Management Greenwich, Connecticut	$559K	+$365K	2	0.51%	Increased
534	SFM Systematic Financial Management Teaneck, New Jersey	$559K	-$2.01M	2	0.03%	Reduced
535	Eagle Global Advisors Houston, Texas	$558K	$0	1	0.02%	Maintained
536	SC Skylands Capital Milwaukee, Wisconsin	$545K	$0	1	0.08%	Maintained
537	Stephens Inc Little Rock, Arkansas	$544K	-$644K	2	0.01%	Reduced
538	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$534K	+$307K	2	0.19%	Increased
539	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$532K	-$320K	1	0.22%	Reduced
540	TCM Teza Capital Management Chicago, Illinois	$520K	+$181K	1	0.13%	Increased
541	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$518K	+$10.3K	1	0.33%	Increased
542	SLG Stanley-Laman Group Berwyn, Pennsylvania	$518K	+$277K	2	0.13%	Increased
543	WCM Washington Capital Management Seattle, Washington	$518K	+$193K	1	0.51%	Increased
544	CAM Claret Asset Management Montreal, Quebec, Canada	$514K	-$17.8K	1	0.11%	Reduced
545	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$505K	+$539K	1	0%	New
546	Brookstone Capital Management Wheaton, Illinois	$503K	+$16.5K	1	0.03%	Increased
547	TAM Tiverton Asset Management Wilimington, Delaware	$488K	+$196K	2	0.02%	Increased
548	GFA Gifford Fong Associates Lafayette, California	$481K	+$514K	1	0.16%	New
549	TIA Trust Investment Advisors Indianapolis, Indiana	$472K	-$11.3K	1	0.61%	Reduced
550	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$470K	+$251K	1	0.18%	Increased