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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	Liontrust Investment Partners London, United Kingdom	$1.48M	+$1.27M	1	0.02%	New
552	NFG Next Financial Group Houston, Texas	$1.48M	+$8.21K	6	0.1%	Increased
553	Hillsdale Investment Management Toronto, Ontario, Canada	$1.48M	-$162K	2	0.1%	Reduced
554	WW Waterfront Wealth Overland Park, Kansas	$1.47M	+$32K	1	0.58%	Increased
555	TCM Teza Capital Management Chicago, Illinois	$1.47M	+$721K	1	0.39%	Increased
556	IFP Advisors Tampa, Florida	$1.46M	+$767K	9	0.03%	Increased
557	Silvercrest Asset Management New York	$1.46M	+$745K	2	0.01%	Increased
558	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.45M	+$52.1K	1	0.15%	Increased
559	South Dakota Investment Council Sioux Falls, South Dakota	$1.45M	$0	1	0.02%	Maintained
560	AC Apogem Capital New York	$1.44M	-$198K	1	0.94%	Reduced
561	Cetera Advisor Networks El Segundo, California	$1.43M	-$158K	3	0.02%	Reduced
562	BCM Bluefin Capital Management New York	$1.42M	-$146K	1	0.1%	Reduced
563	GIM Guild Investment Management Los Angeles, California	$1.41M	-$8.65K	1	1.43%	Reduced
564	PCM Perkins Capital Management Wayzata, Minnesota	$1.4M	$0	1	0.95%	Maintained
565	Carnegie Investment Counsel Pepper Pike, Ohio	$1.4M	+$1.21M	1	0.05%	New
566	Walleye Capital New York	$1.39M	-$245K	1	0.04%	Reduced
567	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$1.38M	-$47.2K	2	1.02%	Reduced
568	CAM ClariVest Asset Management San Diego, California	$1.37M	-$279K	1	0.04%	Reduced
569	DCM Dupont Capital Management Wilmington, Delaware	$1.37M	-$1.11M	2	0.05%	Reduced
570	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.36M	+$146K	1	0.09%	Increased
571	TD Waterhouse Canada Toronto, Ontario, Canada	$1.36M	+$1.14M	5	0.01%	New
572	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$1.36M	+$1.16M	1	0.17%	New
573	FCT First Community Trust Dubuque, Iowa	$1.35M	+$1.25M	1	1.12%	New
574	GAA Green Alpha Advisors Niwot, Colorado	$1.35M	+$4.92K	1	0.91%	Increased
575	BCM BCK Capital Management Stamford, Connecticut	$1.34M	+$1.15M	1	0.9%	New