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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	Advisors Asset Management Monument, Colorado	$2.04M	+$161K	7	0.04%	Increased
577	PCM Pinnbrook Capital Management New York	$2.03M	-$2.78M	1	0.2%	Reduced
578	Maryland State Retirement & Pension System Baltimore, Maryland	$2.01M	-$128K	4	0.04%	Reduced
579	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$1.97M	-$351K	2	0.25%	Reduced
580	Los Angeles Capital Management Los Angeles, California	$1.97M	+$653K	2	0.01%	Increased
581	Jupiter Asset Management London, United Kingdom	$1.95M	$0	1	0.02%	Maintained
582	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.93M	-$176K	2	0.21%	Reduced
583	Commerce Bank Kansas City, Missouri	$1.93M	+$68.7K	2	0.01%	Increased
584	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.93M	+$1.79M	1	1.47%	New
585	AC AXQ Capital Jersey City, New Jersey	$1.93M	-$93.6K	4	0.87%	Reduced
586	FBFS First Business Financial Services Madison, Wisconsin	$1.91M	+$79.9K	1	0.19%	Increased
587	TF Trek Financial Scottsdale, Arizona	$1.9M	+$1.4M	1	0.14%	New
588	KFS Keynote Financial Services Vernon, Connecticut	$1.87M	-$113K	2	1.43%	Reduced
589	&Partners Nashville, Tennessee	$1.85M	+$810K	5	0.02%	Increased
590	CFC Coyle Financial Counsel Glenview, Illinois	$1.85M	+$1.56M	1	0.58%	New
591	RIL Rothschild Investment LLC Chicago, Illinois	$1.84M	-$817K	6	0.12%	Reduced
592	Hancock Whitney Gulfport, Mississippi	$1.83M	-$23.5K	1	0.06%	Reduced
593	Forum Financial Management Lombard, Illinois	$1.82M	+$1.02M	4	0.03%	Increased
594	OF Optimize Financial Laguna Hills, California	$1.81M	+$1.84M	1	1.36%	New
595	SignatureFD Atlanta, Georgia	$1.81M	+$134K	9	0.03%	Increased
596	SOW State of Wyoming Cheyenne, Wyoming	$1.8M	-$457K	4	0.23%	Reduced
597	WBC Westpac Banking Corp Sydney, Australia	$1.8M	+$1.52M	1	0.12%	New
598	LSA L & S Advisors Los Angeles, California	$1.77M	+$1.87M	1	0.19%	New
599	VCM Virtue Capital Management Brentwood, Tennessee	$1.77M	+$1.75M	2	0.36%	New
600	AP Advisors Preferred Rockville, Maryland	$1.74M	+$1.66M	2	0.28%	New