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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	JB Capital Wethersfield, Connecticut	$2.81M	+$61.4K	1	0.16%	Increased
527	AI Acuitas Investments Seattle, Washington	$2.79M	-$7.77M	1	2.29%	Reduced
528	Kestra Advisory Services Austin, Texas	$2.79M	-$1.95K	5	0.02%	Reduced
529	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.77M	-$131K	1	1.19%	Reduced
530	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.76M	+$1.44M	3	3.51%	Increased
531	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.74M	-$12.7K	1	0.22%	Reduced
532	PCP Proficio Capital Partners Newton, Massachusetts	$2.71M	-$485K	3	0.22%	Reduced
533	HCM Highview Capital Management Buffalo Grove, Illinois	$2.7M	+$159K	1	1.04%	Increased
534	Danske Bank Copenhagen K, Denmark	$2.69M	-$373K	3	0.01%	Reduced
535	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.69M	+$497K	1	0.36%	Increased
536	PAS Point72 Asia (Singapore) Singapore	$2.69M	+$2M	4	0.71%	Increased
537	FCM Fieldview Capital Management Niles, Michigan	$2.68M	+$2.28M	3	0.41%	New
538	IMC Chicago Chicago, Illinois	$2.67M	-$441K	2	0%	Reduced
539	Congress Wealth Management Boston, Massachusetts	$2.66M	-$3.48M	1	0.04%	Reduced
540	Jacobs Levy Equity Management Florham Park, New Jersey	$2.66M	+$422K	1	0.01%	Increased
541	RWA Roberts Wealth Advisors Palo Alto, California	$2.62M	+$19.9K	1	0.8%	Increased
542	William Blair & Company Chicago, Illinois	$2.61M	+$57.2K	3	0.01%	Increased
543	RAM Redmond Asset Management Henrico, Virginia	$2.59M	-$1.2M	1	0.65%	Reduced
544	AIM Aigen Investment Management New York	$2.57M	+$1.11M	3	0.45%	Increased
545	Diversified Trust Memphis, Tennessee	$2.55M	+$494K	1	0.06%	Increased
546	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$2.53M	-$212K	3	0.33%	Reduced
547	MCM Maytus Capital Management New York	$2.52M	+$1.11M	1	0.88%	Increased
548	HIM Herald Investment Management London, United Kingdom	$2.5M	-$738K	1	0.41%	Reduced
549	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$2.45M	+$2.24M	2	1.42%	New
550	LAM LECAP Asset Management London, United Kingdom	$2.44M	-$335K	2	0.66%	Reduced