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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	Rakuten Investment Management Tokyo, Japan	$1.49M	+$598K	2	0.01%	Increased
527	BNP Paribas Paris, France	$1.48M	-$53K	2	0.06%	Reduced
528	Cornerstone Investment Partners Atlanta, Georgia	$1.47M	+$12.9K	3	0.07%	Increased
529	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.46M	+$165K	6	0%	Increased
530	FRM Fox Run Management Greenwich, Connecticut	$1.43M	-$58.1K	2	0.32%	Reduced
531	IP Intellectus Partners San Francisco, California	$1.43M	-$122K	1	0.36%	Reduced
532	MSAM Moloney Securities Asset Management Manchester, Missouri	$1.42M	+$1.31M	1	0.19%	New
533	SignatureFD Atlanta, Georgia	$1.41M	-$23.1K	10	0.03%	Reduced
534	Profund Advisors Bethesda, Maryland	$1.4M	-$171K	3	0.05%	Reduced
535	TC Tairen Capital Hong Kong	$1.39M	+$747K	3	0.05%	Increased
536	OR Olympiad Research Stamford, Connecticut	$1.39M	+$1.27M	1	0.9%	New
537	Baird Financial Group Milwaukee, Wisconsin	$1.39M	+$57.6K	2	0%	Increased
538	IMC Chicago Chicago, Illinois	$1.37M	-$2.37M	2	0%	Reduced
539	Advisory Services Network Atlanta, Georgia	$1.36M	$0	3	0.03%	Maintained
540	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.36M	-$34.1K	1	0.24%	Reduced
541	Hancock Whitney Gulfport, Mississippi	$1.35M	+$4.32K	1	0.04%	Increased
542	Y-Intercept (HK) Hong Kong	$1.34M	-$8.33M	3	0.08%	Reduced
543	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.34M	+$1.13M	1	0.07%	Increased
544	FBFS First Business Financial Services Madison, Wisconsin	$1.32M	+$174K	1	0.13%	Increased
545	MIC Maxi Investments CY Limassol, Cyprus	$1.31M	-$2.17M	1	0.35%	Reduced
546	CA Capital Advantage Walnut Creek, California	$1.3M	$0	1	0.25%	Maintained
547	EverSource Wealth Advisors Birmingham, Alabama	$1.28M	+$906K	6	0.08%	Increased
548	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.25M	+$1.16M	1	0.11%	New
549	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.25M	-$33.7K	2	0.07%	Reduced
550	Tocqueville Asset Management New York	$1.24M	-$73.6K	2	0.02%	Reduced