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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
576	Capital Fund Management (CFM) Paris, France	$836K	+$891K	1	0.01%	New
577	IndexIQ Advisors New York	$834K	+$91.1K	2	0.03%	Increased
578	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$832K	-$377K	1	0.19%	Reduced
579	MAM Miria Asset Management St. Julians, Malta	$831K	-$870K	1	0.49%	Reduced
580	CIBC Asset Management Toronto, Ontario, Canada	$825K	+$77.9K	3	0%	Increased
581	DA DCF Advisers Greenwich, Connecticut	$818K	$0	1	0.36%	Maintained
582	IHT Wealth Management Chicago, Illinois	$815K	-$20.5K	3	0.07%	Reduced
583	WAM Westport Asset Management Southport, Connecticut	$794K	$0	1	0.39%	Maintained
584	Vanguard Personalized Indexing Management Oakland, California	$793K	-$294K	3	0.07%	Reduced
585	Boston Partners Boston, Massachusetts	$791K	+$128K	1	0%	Increased
586	Rafferty Asset Management New York	$782K	-$22.5M	2	0.01%	Reduced
587	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$760K	$0	2	0.04%	Maintained
588	MAI Capital Management Independence, Ohio	$755K	$0	1	0.01%	Maintained
589	SGAM Smith Group Asset Management Dallas, Texas	$745K	-$26.3K	1	0.04%	Reduced
590	RIM Regent Investment Management Louisville, Kentucky	$743K	$0	2	0.18%	Maintained
591	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$742K	$0	1	0.24%	Maintained
592	Creative Planning Overland Park, Kansas	$737K	-$267K	2	0%	Reduced
593	OR Olympiad Research Stamford, Connecticut	$721K	+$349K	3	0.22%	Increased
594	Bridgeway Capital Management Houston, Texas	$718K	$0	1	0.01%	Maintained
595	AC Avestar Capital New York	$711K	+$589K	1	0.09%	Increased
596	IAN Integrated Advisors Network Dallas, Texas	$690K	+$169K	1	0.05%	Increased
597	WAM World Asset Management Detroit, Michigan	$687K	-$35.9K	3	0.07%	Reduced
598	LAM Lapides Asset Management Greenwich, Connecticut	$685K	+$116K	1	0.28%	Increased
599	AWM Altium Wealth Management Purchase, New York	$682K	-$7.93K	1	0.05%	Reduced
600	Inspire Investing Meridian, Idaho	$678K	+$729K	3	0.09%	New