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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	Benjamin Edwards Inc Clayton, Missouri	$2.85M	+$694K	1	0.04%	Increased
527	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.8M	+$164K	1	0.22%	Increased
528	GJL Gendell Jeffrey L	$2.8M	$0	1	0.07%	Maintained
529	RFM Royal Fund Management Lady Lake, Florida	$2.79M	+$108K	2	0.28%	Increased
530	One Capital Management Westlake Village, California	$2.78M	+$2.09M	3	0.1%	New
531	WPC White Pine Capital Bloomington, Minnesota	$2.74M	+$94.2K	3	0.87%	Increased
532	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.72M	-$514K	1	0.24%	Reduced
533	AE Wealth Management Topeka, Kansas	$2.71M	+$129K	3	0.02%	Increased
534	Readystate Asset Management Chicago, Illinois	$2.7M	-$3.26M	1	0.08%	Reduced
535	N Numerai San Francisco, California	$2.69M	-$969K	3	0.39%	Reduced
536	AWM Arista Wealth Management Las Vegas, Nevada	$2.66M	+$1.83M	2	0.37%	New
537	Forum Financial Management Lombard, Illinois	$2.64M	+$655K	6	0.04%	Increased
538	New York Life Investment Management New York	$2.59M	+$21.1K	2	0.02%	Increased
539	SI Sapience Investments Newport Beach, California	$2.59M	-$293K	2	1.73%	Reduced
540	CCM Cinctive Capital Management New York	$2.57M	-$1.9M	3	0.14%	Reduced
541	Avantax Advisory Services Dallas, Texas	$2.56M	+$652K	7	0.01%	Increased
542	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.56M	+$2.26M	1	0.59%	New
543	Corient Private Wealth Miami, Florida	$2.56M	-$660K	5	0%	Reduced
544	PGAM Princeton Global Asset Management Princeton, New Jersey	$2.55M	+$1.61M	5	0.46%	Increased
545	PCM Prelude Capital Management New York	$2.54M	-$499K	3	0.25%	Reduced
546	PP Pacifica Partners Surrey, Canada	$2.52M	-$19.7K	2	1.02%	Reduced
547	William Blair & Company Chicago, Illinois	$2.51M	+$223K	3	0.01%	Increased
548	GCP GSA Capital Partners London, United Kingdom	$2.5M	+$613K	5	0.18%	Increased
549	OAM Ostrum Asset Management Paris, France	$2.5M	+$2.08M	2	0.12%	New
550	TC Truvestments Capital Sarasota, Florida	$2.49M	+$250K	4	0.5%	Increased