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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	Maverick Capital Dallas, Texas	$740K	-$1.04M	1	0.01%	Reduced
527	VI Versor Investments New York	$737K	+$489K	1	0.06%	Increased
528	IMC Chicago Chicago, Illinois	$734K	+$974K	1	0%	New
529	SGA Strategic Global Advisors Newport Beach, California	$730K	+$968K	1	0.14%	New
530	HighPoint Advisor Group Downers Grove, Illinois	$728K	+$96.6K	2	0.13%	Increased
531	PCM Perkins Capital Management Wayzata, Minnesota	$724K	+$960K	1	0.67%	New
532	Livforsakringsbolaget Skandia Stockholm, Sweden	$721K	$0	1	0.08%	Maintained
533	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$715K	+$197K	3	0.01%	Increased
534	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$714K	+$816K	1	0.44%	Increased
535	TWP Tempus Wealth Planning Irvine, California	$710K	-$183K	1	1.03%	Reduced
536	MSAM Moloney Securities Asset Management Manchester, Missouri	$704K	-$18.9K	1	0.19%	Reduced
537	NICM Neo Ivy Capital Management New York	$703K	+$785K	4	0.71%	Increased
538	AE Wealth Management Topeka, Kansas	$702K	-$584K	2	0.01%	Reduced
539	SAM Secure Asset Management Troy, Michigan	$702K	$0	1	0.48%	Maintained
540	Sigma Planning Corp Ann Arbor, Michigan	$702K	+$436K	1	0.03%	Increased
541	VHAM Van Hulzen Asset Management El Dorado Hills, California	$696K	-$4.8M	2	0.1%	Reduced
542	Independent Financial Group San Diego, California	$684K	+$607K	3	0.13%	Increased
543	HA H2O AM London, United Kingdom	$681K	$0	1	1.11%	Maintained
544	Cetera Advisor Networks El Segundo, California	$678K	+$237K	3	0.02%	Increased
545	O'Shaughnessy Asset Management Stamford, Connecticut	$676K	+$108K	6	0.02%	Increased
546	TC TownSquare Capital Provo, Utah	$676K	-$251K	1	0.04%	Reduced
547	Waverly Advisors Birmingham, Alabama	$675K	$0	1	0.09%	Maintained
548	Jump Financial Chicago, Illinois	$674K	+$767K	2	0.14%	New
549	NFG Next Financial Group Houston, Texas	$670K	+$185K	6	0.07%	Increased
550	SignatureFD Atlanta, Georgia	$662K	+$122K	6	0.04%	Increased