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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	Daiwa Securities Group Tokyo, Japan	$4.08M	+$2.02M	5	0.01%	Increased
552	AWM Arista Wealth Management Las Vegas, Nevada	$4.08M	+$226K	2	0.51%	Increased
553	SGAM Smith Group Asset Management Dallas, Texas	$4.06M	+$393K	2	0.23%	Increased
554	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$4.06M	+$410K	4	0.49%	Increased
555	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.05M	+$656K	1	0.01%	Increased
556	LAM LECAP Asset Management London, United Kingdom	$4.05M	+$1.62M	2	1.41%	Increased
557	EverSource Wealth Advisors Birmingham, Alabama	$4.02M	-$65.6K	9	0.16%	Reduced
558	Bahl & Gaynor Cincinnati, Ohio	$4.01M	$0	1	0.02%	Maintained
559	SC Shay Capital New York	$4M	+$1.81M	2	0.35%	Increased
560	WIM Westside Investment Management Santa Monica, California	$3.98M	-$118K	5	0.64%	Reduced
561	SI Symmetry Investments St Helier, Jersey	$3.95M	+$3.27M	2	0.19%	New
562	MC MIG Capital Newport Beach, California	$3.94M	+$3.65M	1	0.57%	New
563	TC Truvestments Capital Sarasota, Florida	$3.93M	+$345K	5	0.71%	Increased
564	Graham Capital Management Rowayton, Connecticut	$3.93M	-$9.1M	4	0.06%	Reduced
565	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$3.89M	-$582K	3	1.02%	Reduced
566	QRG Capital Management Chicago, Illinois	$3.88M	-$2.6M	4	0.05%	Reduced
567	Nishkama Capital LLC Dorado, Puerto Rico	$3.87M	-$13.7M	1	0.09%	Reduced
568	WW Waterfront Wealth Overland Park, Kansas	$3.86M	+$112K	1	0.79%	Increased
569	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$3.86M	+$234K	1	0.12%	Increased
570	Ossiam Paris, France	$3.84M	+$4.06M	2	0.05%	New
571	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$3.82M	-$14.4K	1	0.39%	Reduced
572	FBFS First Business Financial Services Madison, Wisconsin	$3.78M	-$176K	1	0.35%	Reduced
573	TC Tairen Capital Hong Kong	$3.74M	+$2.04M	1	0.4%	Increased
574	OMERS Administration Corp Toronto, Ontario, Canada	$3.74M	+$1.14M	3	0.03%	Increased
575	William Blair & Company Chicago, Illinois	$3.72M	-$355K	3	0.01%	Reduced