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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	FQ First Quadrant Glendale, California	$724K	-$258K	3	0.1%	Reduced
552	CG Cutler Group San Francisco, California	$723K	-$409K	6	0.05%	Reduced
553	SignatureFD Atlanta, Georgia	$717K	+$95.8K	6	0.04%	Increased
554	WCM Washington Capital Management Seattle, Washington	$715K	$0	1	0.8%	Maintained
555	GPCM Granite Point Capital Management Boston, Massachusetts	$708K	+$595K	1	0.04%	New
556	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$706K	+$156K	5	0.64%	Increased
557	Advisory Services Network Atlanta, Georgia	$700K	-$135K	2	0.04%	Reduced
558	AFAS Acorn Financial Advisory Services Reston, Virginia	$699K	+$48.9K	1	0.49%	Increased
559	HighPoint Advisor Group Downers Grove, Illinois	$681K	+$20.3K	2	0.15%	Increased
560	O'Shaughnessy Asset Management Stamford, Connecticut	$681K	+$160K	4	0.02%	Increased
561	SA Springowl Associates New York	$681K	+$630K	1	3.63%	New
562	CF CNA Financial Chicago, Illinois	$675K	+$620K	1	0.27%	New
563	HVIA Hudson Valley Investment Advisors Goshen, New York	$667K	+$612K	1	0.16%	New
564	AMC Asset Management Corp Northbrook, Illinois	$665K	-$232K	1	0.42%	Reduced
565	NFG Next Financial Group Houston, Texas	$665K	+$118K	2	0.08%	Increased
566	GFA Gifford Fong Associates Lafayette, California	$664K	$0	1	0.2%	Maintained
567	SCM SOL Capital Management Rockville, Maryland	$664K	-$44.6K	1	0.19%	Reduced
568	TIA Trust Investment Advisors Indianapolis, Indiana	$658K	$0	1	0.84%	Maintained
569	FMT First Mercantile Trust Cordova, Tennessee	$655K	-$315K	2	0.08%	Reduced
570	Mackenzie Financial Toronto Ontario, Ontario, Canada	$654K	-$132K	1	0%	Reduced
571	Natixis Paris, France	$650K	-$920K	1	0.01%	Reduced
572	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$644K	-$150K	3	0.01%	Reduced
573	WCM Weld Capital Management New York	$643K	-$1.47M	2	0.25%	Reduced
574	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$642K	-$24.6K	1	0.34%	Reduced
575	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$637K	-$19.8K	1	0.13%	Reduced