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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	RWA Roberts Wealth Advisors Palo Alto, California	$8.42M	-$168K	1	2.2%	Reduced
552	Vestmark Advisory Solutions Wakefield, Massachusetts	$8.38M	+$6.29M	6	0.11%	Increased
553	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$8.26M	+$6M	2	0.07%	Increased
554	KC Kadensa Capital Central, Hong Kong	$8.24M	-$18.2M	1	0.86%	Reduced
555	SP Summit Partners Boston, Massachusetts	$8.16M	$0	1	0.78%	Maintained
556	Spire Wealth Management Mclean, Virginia	$8.14M	+$4.44M	5	0.27%	Increased
557	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$8.13M	+$60.9K	3	0.18%	Increased
558	NTIC Napean Trading & Investment Company Singapore	$8.07M	-$5.35M	1	1.57%	Reduced
559	Main Management ETF Advisors San Francisco, California	$8.04M	+$77.9K	3	0.29%	Increased
560	CUAMC China Universal Asset Management Company Shanghai, China	$7.98M	+$493K	3	0.61%	Increased
561	Brooklyn Investment Group Brooklyn, New York	$7.91M	+$5.41M	7	0.36%	Increased
562	FC FORA Capital Miami, Florida	$7.88M	+$2.24M	5	0.95%	Increased
563	HJIM Henry James International Management New York	$7.87M	+$1.5M	1	2.48%	Increased
564	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.84M	+$1.91M	2	1.56%	Increased
565	VF Virtu Financial New York	$7.79M	+$3.47M	6	0.3%	Increased
566	GP Geneva Partners Lake Geneva, Wisconsin	$7.78M	+$7.37M	3	2.77%	New
567	William Blair & Company Chicago, Illinois	$7.73M	+$1.24M	5	0.02%	Increased
568	TFS Thoroughbred Financial Services Brentwood, Tennessee	$7.7M	+$2.32M	4	0.46%	Increased
569	&Partners Nashville, Tennessee	$7.69M	-$1.58M	5	0.04%	Reduced
570	Bank Julius Baer & Co Zurich, Switzerland	$7.68M	-$11.3M	2	0.02%	Reduced
571	CFM Catalyst Funds Management Sydney NSW, Australia	$7.68M	-$3.16M	3	1.78%	Reduced
572	SGM Scalar Gauge Management Dallas, Texas	$7.65M	+$7.17M	2	5.05%	New
573	EFG International Zurich,	$7.61M	+$7.5M	4	0.15%	New
574	LCM Legato Capital Management San Francisco, California	$7.58M	-$1.01M	3	0.65%	Reduced
575	Private Advisor Group Morristown, New Jersey	$7.53M	+$918K	6	0.04%	Increased