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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	Pacer Advisors Malvern, Pennsylvania	$979K	-$20.2M	6	0%	Reduced
527	Mount Yale Investment Advisors Denver, Colorado	$971K	-$67.2K	2	0.11%	Reduced
528	Algert Global San Francisco, California	$966K	+$910K	2	0.05%	New
529	Johnson Investment Counsel Cincinnati, Ohio	$958K	-$112	2	0.01%	Reduced
530	PCM Perkins Capital Management Wayzata, Minnesota	$945K	$0	1	0.89%	Maintained
531	SP SWS Partners Columbus, Ohio	$944K	+$897K	1	0.35%	New
532	Intrinsic Edge Capital Management Chicago, Illinois	$942K	-$2.11M	1	0.09%	Reduced
533	NewEdge Advisors New Orleans, Louisiana	$929K	-$244K	6	0.01%	Reduced
534	Shelton Capital Management Denver, Colorado	$918K	-$178K	3	0.04%	Reduced
535	MidWestOne Financial Group Iowa City, Iowa	$915K	+$291K	1	0.21%	Increased
536	FC FORA Capital Miami, Florida	$911K	-$1.21M	2	0.09%	Reduced
537	OP ORG Partners Roanoke, Indiana	$906K	+$873K	1	0.22%	New
538	MGO One Seven Beachwood, Ohio	$899K	-$29.6K	3	0.06%	Reduced
539	Focus Financial Network Minneapolis, Minnesota	$894K	-$5.71K	1	0.06%	Reduced
540	Fragasso Financial Advisors Sewickley, Pennsylvania	$893K	+$11.6K	1	0.1%	Increased
541	Cornerstone Investment Partners Atlanta, Georgia	$880K	-$193K	2	0.06%	Reduced
542	LCM LCM Capital Management Chicago, Illinois	$866K	+$6.4K	1	0.76%	Increased
543	Laffer Tengler Investments Nashville, Tennessee	$860K	-$292K	2	0.23%	Reduced
544	Prospera Financial Services Dallas, Texas	$856K	-$261K	2	0.04%	Reduced
545	TrinityPoint Wealth Milford, Connecticut	$851K	+$290K	1	0.18%	Increased
546	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$825K	$0	1	0.05%	Maintained
547	Aquatic Capital Management Chicago, Illinois	$818K	-$4.03M	5	0.05%	Reduced
548	VI Versor Investments New York	$805K	-$924K	2	0.11%	Reduced
549	FRM Fox Run Management Greenwich, Connecticut	$778K	+$420K	2	0.25%	Increased
550	Ascent Group Virginia Beach, Virginia	$777K	+$782K	2	0.08%	New