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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.58M	-$21.6M	1	0.08%	Reduced
527	CPM Connective Portfolio Management New York	$1.58M	+$900K	1	5.34%	Increased
528	MHP Manatuck Hill Partners Westport, Connecticut	$1.58M	+$1.47M	1	0.73%	New
529	SCP Sender Company & Partners New York	$1.58M	+$1.8M	1	0.83%	Increased
530	SRL Scientech Research LLC Jersey City, New Jersey	$1.58M	-$1.99M	3	0.42%	Reduced
531	ASM AI-Squared Management Hong Kong	$1.56M	+$1.93M	1	1.46%	New
532	Forum Financial Management Lombard, Illinois	$1.55M	-$201K	3	0.03%	Reduced
533	VCM Virtue Capital Management Brentwood, Tennessee	$1.55M	+$275K	2	0.18%	Increased
534	&Partners Nashville, Tennessee	$1.54M	+$243K	4	0.02%	Increased
535	NIP Nicholas Investment Partners Rancho Santa Fe, California	$1.54M	-$1.34M	1	0.16%	Reduced
536	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.53M	-$1.43M	1	0.15%	Reduced
537	GDCM Galaxy Digital Capital Management New York	$1.53M	-$1.72M	1	1.74%	Reduced
538	Benjamin Edwards Inc Clayton, Missouri	$1.53M	+$80.8K	1	0.02%	Increased
539	OP Asset Management Helsinki,	$1.53M	+$1.95M	1	0.03%	New
540	Vident Advisory Alpharetta, Georgia	$1.52M	+$237K	4	0.02%	Increased
541	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.52M	+$15.2K	1	0.11%	Increased
542	Profund Advisors Bethesda, Maryland	$1.5M	+$130K	3	0.07%	Increased
543	New York Life Investment Management New York	$1.49M	-$3.19M	2	0.02%	Reduced
544	SignatureFD Atlanta, Georgia	$1.49M	-$85.2K	8	0.03%	Reduced
545	WCM Washington Capital Management Seattle, Washington	$1.48M	$0	2	1.19%	Maintained
546	Inspire Investing Meridian, Idaho	$1.48M	+$349K	2	0.18%	Increased
547	Rakuten Investment Management Tokyo, Japan	$1.48M	+$1.85M	2	0.01%	New
548	Circle Wealth Management Summit, New Jersey	$1.47M	-$1.41M	3	0.03%	Reduced
549	FBFS First Business Financial Services Madison, Wisconsin	$1.47M	+$144K	1	0.14%	Increased
550	HS HighVista Strategies Boston, Massachusetts	$1.47M	+$466K	1	0.57%	Increased