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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
551	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$504K	$0	1	0%	Maintained
552	QT Quantamental Technologies White Plains, New York	$502K	+$290K	5	0.23%	Increased
553	Simplicity Solutions Minneapolis, Minnesota	$498K	+$532K	1	0.03%	New
554	GCA Greenwood Capital Associates Greenwood, South Carolina	$495K	+$530K	1	0.13%	New
555	Sowell Financial Services North Little Rock, Arkansas	$494K	+$520K	2	0.06%	New
556	ANI American National Insurance Galveston, Texas	$493K	$0	1	0.03%	Maintained
557	Mercer Global Advisors Denver, Colorado	$490K	+$513K	2	0.02%	New
558	Bridgeway Capital Management Houston, Texas	$488K	-$2.38M	1	0.01%	Reduced
559	ECM Everence Capital Management Goshen, Indiana	$488K	+$488K	2	0.09%	New
560	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$481K	+$491K	2	0.01%	New
561	Janus Henderson Group London,	$474K	-$12.1K	1	0%	Reduced
562	P8IP Pier 88 Investment Partners San Francisco, California	$473K	+$188K	1	0.22%	Increased
563	Fifth Third Bancorp Cincinnati, Ohio	$471K	+$467K	4	0%	Increased
564	Chartwell Investment Partners Berywn, Pennsylvania	$468K	-$15.5M	1	0.02%	Reduced
565	Circle Wealth Management Summit, New Jersey	$463K	+$422K	2	0.1%	New
566	Ingalls & Snyder LLC New York	$462K	-$1.94K	1	0.02%	Reduced
567	SCM Silvant Capital Management Atlanta, Georgia	$461K	$0	1	0.08%	Maintained
568	SCM SOL Capital Management Rockville, Maryland	$459K	-$8.57K	1	0.13%	Reduced
569	BCA Bay Colony Advisors Concord, Massachusetts	$458K	+$398K	1	0.3%	New
570	SPM Symmetry Peak Management Radnor, Pennsylvania	$457K	+$430K	2	0.11%	New
571	ALPS Advisors Denver, Colorado	$454K	-$457K	2	0%	Reduced
572	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$451K	+$469K	1	0.45%	New
573	CIM CIM Investment Management Pittsburgh, Pennsylvania	$440K	-$311K	2	0.17%	Reduced
574	SP Summit Partners Boston, Massachusetts	$440K	$0	1	0.1%	Maintained
575	NERM New England Research & Management Chicago, Illinois	$426K	+$40.8K	1	0.29%	Increased