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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
601	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$711K	-$1.08M	2	0.13%	Reduced
602	Coldstream Capital Management Bellevue, Washington	$709K	+$192K	3	0.02%	Increased
603	Choreo LLC Rockford, Illinois	$706K	+$495K	2	0.01%	Increased
604	OMC Oasis Management Company Grand Cayman, Cayman Islands	$703K	-$486K	1	0.16%	Reduced
605	FWTB First Western Trust Bank Denver, Colorado	$698K	$0	1	0.03%	Maintained
606	HC Henshaw Capital Woburn, Massachusetts	$689K	+$7.75K	1	0.03%	Increased
607	HT Headlands Technologies Chicago, Illinois	$672K	-$55.7K	3	0.07%	Reduced
608	Rakuten Investment Management Tokyo, Japan	$667K	+$265K	1	0%	Increased
609	MFS Mirabella Financial Services London, United Kingdom	$666K	+$380K	2	0.05%	Increased
610	Synovus Financial Columbus, Georgia	$663K	-$310K	1	0.01%	Reduced
611	Sanctuary Advisors Indianapolis, Indiana	$650K	+$677K	3	0%	New
612	PEA Park Edge Advisors Cleveland, Ohio	$647K	$0	1	0.2%	Maintained
613	CIA Capital Impact Advisors Boston, Massachusetts	$645K	-$302K	1	1.82%	Reduced
614	Cookson Peirce & Co Pittsburgh, Pennsylvania	$639K	+$442K	1	0.03%	New
615	Oppenheimer & Co New York	$638K	-$148K	2	0.01%	Reduced
616	Asset Management One Tokyo, Japan	$632K	+$1.01K	3	0%	Increased
617	SFI Siemens Fonds Invest Munich, Germany	$629K	$0	1	0.05%	Maintained
618	Principal Securities Des Moines, Iowa	$627K	+$189K	6	0.02%	Increased
619	Mission Wealth Management Santa Barbara, California	$619K	-$102K	2	0.02%	Reduced
620	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$618K	$0	1	0.16%	Maintained
621	H HoyleCohen San Diego, California	$602K	$0	2	0.05%	Maintained
622	EIM Essex Investment Management Boston, Massachusetts	$602K	$0	1	0.11%	Maintained
623	O'Shaughnessy Asset Management Stamford, Connecticut	$602K	+$80.7K	2	0.01%	Increased
624	PTC Petrus Trust Company Dallas, Texas	$602K	+$115K	1	0.06%	Increased
625	EC EntryPoint Capital New York	$595K	+$483K	4	0.28%	Increased