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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	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$882K	+$405K	5	0%	Increased
527	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$880K	$0	1	0.24%	Maintained
528	CM Crestline Management Fort Worth, Texas	$876K	-$1.39M	1	0.16%	Reduced
529	IB Intrust Bank Wichita, Kansas	$868K	+$93.5K	1	0.17%	Increased
530	DekaBank Deutsche Girozentrale Frankfurt, Germany	$862K	-$125K	2	0.01%	Reduced
531	KPF K2 Principal Fund Toronto, Ontario, Canada	$859K	+$730K	1	0.14%	New
532	NERM New England Research & Management Chicago, Illinois	$859K	-$740K	1	0.61%	Reduced
533	MFG Magnus Financial Group New York	$853K	+$4.72K	2	0.09%	Increased
534	BUB BBVA USA Bancshares Houston, Texas	$851K	+$239K	2	0.05%	Increased
535	GCP GSA Capital Partners London, United Kingdom	$844K	-$649K	3	0.47%	Reduced
536	ACI AMP Capital Investors Sydney, Australia	$838K	-$99.6K	2	0.01%	Reduced
537	CL CIM LLC Albany, New York	$828K	+$10.1K	1	0.24%	Increased
538	OGC Oak Grove Capital North Hampton, New Hampshire	$817K	+$686K	1	0.49%	New
539	MSAM Moloney Securities Asset Management Manchester, Missouri	$811K	+$697K	1	0.24%	New
540	WIS Wright Investors Service Shelton, Connecticut	$796K	+$731K	1	0.31%	New
541	Smithfield Trust Pittsburgh, Pennsylvania	$791K	+$76.2K	3	0.07%	Increased
542	SAM Secure Asset Management Troy, Michigan	$790K	$0	1	0.56%	Maintained
543	Livforsakringsbolaget Skandia Stockholm, Sweden	$782K	+$343K	1	0.09%	Increased
544	Waverly Advisors Birmingham, Alabama	$779K	$0	1	0.1%	Maintained
545	AIM Alambic Investment Management Belvedere, California	$761K	-$99.3K	1	1.91%	Reduced
546	Meridian Wealth Management Lexington, Kentucky	$751K	+$18K	1	0.25%	Increased
547	PAM Premier Asset Management Chicago, Illinois	$750K	+$698K	2	0.25%	New
548	Algert Global San Francisco, California	$738K	+$434K	2	0.25%	Increased
549	ARTA A.R.T. Advisors New York	$734K	+$597K	4	1.1%	Increased
550	IIM Ironwood Investment Management Boston, Massachusetts	$726K	-$3.41K	1	0.57%	Reduced