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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	OC Optimas Capital Central, Hong Kong	$801K	+$663K	1	0.76%	New
527	Gabelli Funds Rye, New York	$792K	-$425K	1	0.01%	Reduced
528	Advisory Services Network Atlanta, Georgia	$785K	-$644K	8	0.02%	Reduced
529	Sequoia Financial Advisors Akron, Ohio	$784K	-$59.3K	1	0.01%	Reduced
530	PCM Perkins Capital Management Wayzata, Minnesota	$776K	$0	1	0.66%	Maintained
531	FBFS First Business Financial Services Madison, Wisconsin	$776K	-$2.29K	1	0.09%	Reduced
532	SC Savoie Capital Chicago, Illinois	$770K	+$764K	1	0.18%	New
533	Cetera Advisors Denver, Colorado	$769K	-$42.3K	2	0.01%	Reduced
534	Brevan Howard Capital Management St. Helier, Jersey	$768K	-$76.4K	3	0.01%	Reduced
535	LI LHM Inc Sandy, Utah	$767K	+$751K	1	0.64%	New
536	Fulton Bank Lancaster, Pennsylvania	$766K	+$72.7K	2	0.03%	Increased
537	Inspire Investing Meridian, Idaho	$764K	+$50.4K	2	0.08%	Increased
538	CIBC World Market Toronto, Ontario, Canada	$757K	-$33.5K	3	0%	Reduced
539	TCM Teza Capital Management Chicago, Illinois	$752K	-$1.5M	2	0.13%	Reduced
540	Shelton Capital Management Denver, Colorado	$751K	-$287K	3	0.02%	Reduced
541	Wolverine Asset Management Chicago, Illinois	$741K	-$405K	1	0.01%	Reduced
542	RHJA Rice Hall James & Associates San Diego, California	$738K	$0	1	0.04%	Maintained
543	JB Capital Wethersfield, Connecticut	$736K	+$130K	1	0.05%	Increased
544	Diversified Trust Memphis, Tennessee	$728K	+$57.8K	2	0.02%	Increased
545	Illinois Municipal Retirement Fund Oak Brook, Illinois	$715K	$0	1	0.01%	Maintained
546	GCIA Gabelli & Co Investment Advisers Rye, New York	$705K	-$6.53K	1	0.13%	Reduced
547	UM Ulysses Management New York	$684K	$0	1	0.06%	Maintained
548	WCM Westerly Capital Management San Francisco, California	$675K	+$661K	1	0.33%	New
549	PTC Petrus Trust Company Dallas, Texas	$675K	+$661K	1	0.06%	New
550	Atria Wealth Solutions New York	$671K	-$270K	2	0.01%	Reduced