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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	BUB BBVA USA Bancshares Houston, Texas	$1.1M	-$147K	2	0.06%	Reduced
527	VF Virtu Financial New York	$1.1M	-$730K	3	0.12%	Reduced
528	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.1M	-$4.05M	1	0.1%	Reduced
529	Kestra Advisory Services Austin, Texas	$1.09M	+$818K	3	0.01%	Increased
530	VWA V Wealth Advisors Overland Park, Kansas	$1.08M	+$533K	1	0.22%	Increased
531	PP PDT Partners New York	$1.08M	+$419K	1	0.07%	Increased
532	Algert Global San Francisco, California	$1.07M	+$185K	1	0.31%	Increased
533	ACI AMP Capital Investors Sydney, Australia	$1.07M	+$830K	1	0.01%	Increased
534	BC Bridgefront Capital Austin, Texas	$1.06M	+$932K	4	0.36%	New
535	People's United Financial Bridgeport, Connecticut	$1.04M	+$46.6K	1	0.03%	Increased
536	Independent Financial Group San Diego, California	$1.04M	+$212K	3	0.15%	Increased
537	Greenleaf Trust Kalamazoo, Michigan	$1.04M	-$7.25K	3	0.01%	Reduced
538	NERM New England Research & Management Chicago, Illinois	$1.04M	-$22.2K	2	0.64%	Reduced
539	Leonteq Securities AG Zurich, Switzerland	$1.01M	+$905K	4	0.05%	New
540	Mitsubishi UFJ Asset Management Tokyo, Japan	$996K	+$605K	1	0.01%	Increased
541	Meitav Investment House Bene-Beraq, Israel	$982K	-$99.9K	2	0.04%	Reduced
542	Perigon Wealth Management San Francisco, California	$977K	+$496K	4	0.11%	Increased
543	NFG Next Financial Group Houston, Texas	$973K	+$24.3K	6	0.09%	Increased
544	PCM Perkins Capital Management Wayzata, Minnesota	$965K	$0	1	0.63%	Maintained
545	Jefferies Group New York	$963K	-$823K	2	0.01%	Reduced
546	Y-Intercept (HK) Hong Kong	$954K	+$808K	3	0.4%	New
547	CCG Ceeto Capital Group Coral Gables, Florida	$949K	+$517K	2	0.48%	Increased
548	Waverly Advisors Birmingham, Alabama	$948K	-$56.7K	1	0.1%	Reduced
549	Oppenheimer & Co New York	$942K	-$43.8K	1	0.02%	Reduced
550	RIM Regent Investment Management Louisville, Kentucky	$939K	-$44.8K	2	0.26%	Reduced