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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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$428K	-$3.38M	1	0%	Reduced
527	HWM Hohimer Wealth Management Seattle, Washington	$428K	-$788K	1	0.18%	Reduced
528	SFM Systematic Financial Management Teaneck, New Jersey	$428K	-$176K	2	0.03%	Reduced
529	NFG Next Financial Group Houston, Texas	$417K	+$390K	5	0.05%	Increased
530	O'Shaughnessy Asset Management Stamford, Connecticut	$412K	-$427K	3	0.01%	Reduced
531	Ingalls & Snyder LLC New York	$411K	+$71.7K	2	0.03%	Increased
532	MML Investors Services Springfield, Massachusetts	$407K	+$420K	1	0.01%	New
533	Great Valley Advisor Group Wilmington, Delaware	$402K	+$395K	2	0.11%	Increased
534	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$399K	-$140K	1	0.08%	Reduced
535	Quadrant Capital Group Cincinnati, Ohio	$386K	+$67.9K	6	0.06%	Increased
536	Private Advisor Group Morristown, New Jersey	$383K	+$82.6K	2	0.01%	Increased
537	MAM Meeder Asset Management Dublin, Ohio	$382K	+$347K	5	0.03%	Increased
538	Livforsakringsbolaget Skandia Stockholm, Sweden	$376K	$0	1	0.05%	Maintained
539	GC GMT Capital Atlanta, Georgia	$375K	+$386K	1	0.02%	New
540	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$374K	$0	1	0.12%	Maintained
541	Forvis Mazars Wealth Advisors Springfield, Missouri	$372K	-$2.91K	1	0.03%	Reduced
542	HCM Hodges Capital Management Dallas, Texas	$370K	+$78.7K	1	0.09%	Increased
543	SCCM Schafer Cullen Capital Management New York	$368K	$0	1	0.01%	Maintained
544	Trexquant Investment Stamford, Connecticut	$367K	-$11.3M	1	0.03%	Reduced
545	LI Leap Investments Chicago, Illinois	$364K	-$1.37M	2	0.53%	Reduced
546	BUB BBVA USA Bancshares Houston, Texas	$356K	+$37.8K	2	0.03%	Increased
547	Meitav Investment House Bene-Beraq, Israel	$345K	+$27.3K	1	0.03%	Increased
548	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
549	SEC Seven Eight Capital New York	$338K	-$4.53M	1	0.09%	Reduced
550	Parallel Advisors San Francisco, California	$335K	+$64.7K	4	0.03%	Increased