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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	NIM NuWave Investment Management Parsippany, New Jersey	$660K	+$860K	2	1.01%	Increased
552	Marshall Wace London, United Kingdom	$657K	-$9.03M	1	0%	Reduced
553	Smithfield Trust Pittsburgh, Pennsylvania	$654K	-$18.2K	3	0.05%	Reduced
554	AFAS Acorn Financial Advisory Services Reston, Virginia	$633K	-$107K	1	0.33%	Reduced
555	TCM Teza Capital Management Chicago, Illinois	$626K	-$1.13M	2	0.37%	Reduced
556	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$625K	-$187K	3	0.2%	Reduced
557	IB Intrust Bank Wichita, Kansas	$623K	-$17.9K	1	0.11%	Reduced
558	IIM Ironwood Investment Management Boston, Massachusetts	$623K	-$793	1	0.45%	Reduced
559	TIA Trust Investment Advisors Indianapolis, Indiana	$623K	+$16.7K	1	0.72%	Increased
560	Mercer Global Advisors Denver, Colorado	$619K	-$581K	3	0.01%	Reduced
561	CIC Cornercap Investment Counsel Atlanta, Georgia	$614K	+$4.33K	1	0.09%	Increased
562	MAI Capital Management Independence, Ohio	$610K	-$221K	1	0.02%	Reduced
563	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$609K	-$221K	1	0.12%	Reduced
564	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$601K	+$663K	1	0.27%	New
565	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$600K	+$33.7K	1	0.29%	Increased
566	JP Morgan Private Wealth Advisors San Francisco, California	$594K	+$390K	3	0%	Increased
567	AWM Altium Wealth Management Purchase, New York	$590K	+$43.7K	1	0.06%	Increased
568	SCM SOL Capital Management Rockville, Maryland	$587K	-$3.37K	1	0.16%	Reduced
569	Quantbot Technologies New York	$586K	-$238K	3	0.07%	Reduced
570	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$585K	-$173K	5	0%	Reduced
571	Algert Global San Francisco, California	$574K	+$44.4K	1	0.18%	Increased
572	OAM Origin Asset Management London, United Kingdom	$564K	-$3.65M	1	0.06%	Reduced
573	Quantinno Capital Management New York	$561K	+$347K	1	0.38%	Increased
574	Palisade Capital Management Fort Lee, New Jersey	$554K	-$70K	1	0.02%	Reduced
575	MHP Manatuck Hill Partners Westport, Connecticut	$548K	+$687K	1	0.25%	New