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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	Venture Visionary Partners Sylvania, Ohio	$1.19M	+$946K	2	0.1%	Increased
527	Waverly Advisors Birmingham, Alabama	$1.18M	+$14.4K	1	0.12%	Increased
528	ADIM Alpha DNA Investment Management Columbia, Maryland	$1.18M	+$397K	3	1.35%	Increased
529	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.18M	+$223K	2	0.02%	Increased
530	PL Polianta Ltd St Helier, Jersey	$1.18M	+$1.41M	1	0.65%	New
531	Maryland State Retirement & Pension System Baltimore, Maryland	$1.16M	+$1.16M	2	0.04%	New
532	ECM EMC Capital Management Houston, Texas	$1.15M	+$435K	1	0.82%	Increased
533	Vanguard Personalized Indexing Management Oakland, California	$1.15M	-$78.2K	2	0.17%	Reduced
534	GA GoalVest Advisory New York	$1.11M	-$1.13M	1	0.83%	Reduced
535	SM Sciencast Management Princeton, New Jersey	$1.11M	+$804K	3	0.22%	Increased
536	Mount Yale Investment Advisors Denver, Colorado	$1.11M	-$166K	2	0.14%	Reduced
537	Mercer Global Advisors Denver, Colorado	$1.1M	-$321K	3	0.01%	Reduced
538	NFG Next Financial Group Houston, Texas	$1.1M	+$129K	6	0.1%	Increased
539	FMT First Mercantile Trust Cordova, Tennessee	$1.1M	+$216K	3	0.13%	Increased
540	BUB BBVA USA Bancshares Houston, Texas	$1.09M	-$57.4K	2	0.05%	Reduced
541	TSS Two Sigma Securities New York	$1.08M	+$766K	4	0.06%	Increased
542	PP PDT Partners New York	$1.07M	+$20.1K	1	0.08%	Increased
543	TMC Trellus Management Company Delray Beach, Florida	$1.06M	+$1.08M	1	0.55%	New
544	AP AtonRa Partners Geneva, Switzerland	$1.05M	+$1.26M	1	0.47%	New
545	Rockefeller Capital Management New York	$1.04M	+$927K	6	0.01%	Increased
546	WAM Werlinich Asset Management Stamford, Connecticut	$1.04M	+$1.06M	1	0.92%	New
547	Smithfield Trust Pittsburgh, Pennsylvania	$1.04M	-$56.4K	3	0.07%	Reduced
548	MCM Marathon Capital Management Hunt Valley, Maryland	$1.04M	-$1.06M	1	0.27%	Reduced
549	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.03M	+$157K	1	0.07%	Increased
550	IIM Ironwood Investment Management Boston, Massachusetts	$1.02M	-$5.58K	1	0.54%	Reduced