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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	AT American Trust Lexington, Kentucky	$1.62M	+$232K	3	0.11%	Increased
527	William Blair & Company Chicago, Illinois	$1.61M	-$34.6K	2	0.01%	Reduced
528	Advisors Asset Management Monument, Colorado	$1.59M	-$742K	4	0.02%	Reduced
529	ACM ACT Capital Management Wayne, Pennsylvania	$1.57M	-$594K	1	1.66%	Reduced
530	MGO One Seven Beachwood, Ohio	$1.56M	-$371K	3	0.17%	Reduced
531	Trexquant Investment Stamford, Connecticut	$1.56M	-$4.09M	2	0.07%	Reduced
532	Kestra Private Wealth Services Austin, Texas	$1.55M	-$88.2K	3	0.08%	Reduced
533	Centiva Capital New York	$1.52M	-$227K	1	0.03%	Reduced
534	Davidson Kempner Capital Management New York	$1.52M	+$1.46M	1	0.02%	New
535	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.51M	-$93.9K	1	0.3%	Reduced
536	HB Wealth Management Atlanta, Georgia	$1.51M	+$1.42M	2	0.03%	Increased
537	Synovus Financial Columbus, Georgia	$1.5M	+$2.62K	2	0.02%	Increased
538	LOAMU Lombard Odier Asset Management (USA) New York	$1.48M	-$2.93M	1	0.05%	Reduced
539	FA FDx Advisors Chicago, Illinois	$1.46M	+$83.6K	4	0.05%	Increased
540	Liontrust Investment Partners London, United Kingdom	$1.46M	+$97.8K	1	0.02%	Increased
541	CAM ClariVest Asset Management San Diego, California	$1.45M	$0	1	0.06%	Maintained
542	IndexIQ Advisors New York	$1.45M	-$1.28M	2	0.05%	Reduced
543	FCT First Community Trust Dubuque, Iowa	$1.44M	-$1.02K	1	1.37%	Reduced
544	Carnegie Investment Counsel Pepper Pike, Ohio	$1.43M	+$121K	2	0.05%	Increased
545	Simplicity Solutions Minneapolis, Minnesota	$1.42M	-$694K	1	0.17%	Reduced
546	Park Avenue Securities New York	$1.41M	+$657K	3	0.02%	Increased
547	Jump Financial Chicago, Illinois	$1.39M	+$851K	4	0.06%	Increased
548	VAM Verity Asset Management Durham, North Carolina	$1.39M	+$51.2K	2	0.88%	Increased
549	Oberweis Asset Management Lisle, Illinois	$1.38M	-$87.5K	2	0.28%	Reduced
550	WW Waterfront Wealth Overland Park, Kansas	$1.37M	+$88.5K	1	0.48%	Increased