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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	CUAMC China Universal Asset Management Company Shanghai, China	$2.43M	+$65.1K	2	0.23%	Increased
552	SI Sapience Investments Newport Beach, California	$2.42M	-$778K	2	1.41%	Reduced
553	Cresset Asset Management Chicago, Illinois	$2.39M	-$1.32M	5	0.01%	Reduced
554	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.35M	+$4.5K	1	0.29%	Increased
555	OIM Orca Investment Management Roseburg, Oregon	$2.35M	-$2.76M	1	2.21%	Reduced
556	O'Shaughnessy Asset Management Stamford, Connecticut	$2.33M	+$1.46M	4	0.02%	Increased
557	CMF Counterpoint Mutual Funds San Diego, California	$2.31M	+$1.75M	5	0.29%	Increased
558	AA ABC Arbitrage Paris, France	$2.31M	+$2.34M	1	0.33%	New
559	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.3M	+$370K	1	0.15%	Increased
560	GCM Gladstone Capital Management London, United Kingdom	$2.3M	+$1.94M	1	0.19%	New
561	Envestnet Portfolio Solutions Chicago, Illinois	$2.28M	+$264K	5	0.01%	Increased
562	Baird Financial Group Milwaukee, Wisconsin	$2.24M	+$475K	2	0%	Increased
563	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.2M	$0	1	0.17%	Maintained
564	PP Paloma Partners Greenwich, Connecticut	$2.18M	-$2.44M	1	0.1%	Reduced
565	CFM Catalyst Funds Management Sydney NSW, Australia	$2.18M	+$1.91M	3	0.53%	Increased
566	SM Sciencast Management Princeton, New Jersey	$2.15M	+$1.82M	1	0.59%	New
567	CYG Clean Yield Group Norwich, Vermont	$2.14M	-$1.78M	1	0.68%	Reduced
568	NewEdge Advisors New Orleans, Louisiana	$2.12M	+$187K	8	0.01%	Increased
569	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$2.1M	+$2.22M	1	0.02%	New
570	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.1M	+$90.7K	2	0.16%	Increased
571	Catalyst Capital Advisors Huntington, New York	$2.09M	+$2.21M	1	0.04%	New
572	Benjamin Edwards Inc Clayton, Missouri	$2.06M	-$312K	1	0.03%	Reduced
573	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$2.06M	$0	1	0.08%	Maintained
574	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$2.05M	$0	1	1.43%	Maintained
575	WCM Washington Capital Management Seattle, Washington	$2.05M	-$365K	2	1.61%	Reduced