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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	GCP GSA Capital Partners London, United Kingdom	$1.27M	+$17.5K	6	0.19%	Increased
527	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.27M	-$73.2K	2	0.21%	Reduced
528	William Blair & Company Chicago, Illinois	$1.25M	+$40.6K	2	0.01%	Increased
529	WW Waterfront Wealth Overland Park, Kansas	$1.24M	+$82.3K	1	0.5%	Increased
530	YCM Yakira Capital Management Westport, Connecticut	$1.22M	+$1.19M	1	0.19%	New
531	HighPoint Advisor Group Downers Grove, Illinois	$1.22M	+$1.36M	2	0.13%	New
532	Liontrust Investment Partners London, United Kingdom	$1.19M	$0	1	0.02%	Maintained
533	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.18M	-$945K	2	0.01%	Reduced
534	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.18M	$0	1	0.16%	Maintained
535	TCM Tegean Capital Management New York	$1.15M	-$7.05M	1	0.05%	Reduced
536	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.14M	+$128K	1	0.1%	Increased
537	RP Riverwater Partners Milwaukee, Wisconsin	$1.14M	+$228K	1	1.15%	Increased
538	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.11M	+$35K	1	0.43%	Increased
539	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.1M	+$90.2K	2	0.15%	Increased
540	Jefferies Group New York	$1.09M	+$1.25M	3	0.01%	New
541	Cetera Advisor Networks El Segundo, California	$1.09M	-$425K	4	0.01%	Reduced
542	Winton Group London, United Kingdom	$1.09M	-$3.04M	1	0.06%	Reduced
543	O'Shaughnessy Asset Management Stamford, Connecticut	$1.08M	+$2.52K	3	0.02%	Increased
544	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.07M	+$33.5K	6	0%	Increased
545	Kestra Private Wealth Services Austin, Texas	$1.04M	-$110K	3	0.06%	Reduced
546	DTL Dynamic Technology Lab Singapore	$1.03M	-$1.43M	2	0.12%	Reduced
547	Creative Planning Overland Park, Kansas	$1.03M	+$433K	3	0%	Increased
548	NewEdge Advisors New Orleans, Louisiana	$1.03M	+$170K	2	0.02%	Increased
549	Silvercrest Asset Management New York	$1.02M	-$341K	2	0.01%	Reduced
550	CAM ClariVest Asset Management San Diego, California	$1.02M	$0	1	0.04%	Maintained