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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.79M	-$1.26M	3	0%	Reduced
602	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$1.79M	-$26.1K	1	0.29%	Reduced
603	DTL Dynamic Technology Lab Singapore	$1.79M	+$785K	4	0.24%	Increased
604	EPM Elm Partners Management Philadelphia, Pennsylvania	$1.78M	+$1.44M	1	0.08%	New
605	Coldstream Capital Management Bellevue, Washington	$1.77M	+$325K	5	0.03%	Increased
606	Parallax Volatility Advisers San Francisco, California	$1.76M	+$134K	1	0%	Increased
607	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$1.71M	-$118K	1	0.2%	Reduced
608	CCM Collar Capital Management Appleton, Wisconsin	$1.71M	-$25.9K	1	1.44%	Reduced
609	A AlphaQuest New York	$1.71M	+$338K	6	0.17%	Increased
610	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$1.7M	-$15.4M	2	0.05%	Reduced
611	Tocqueville Asset Management New York	$1.7M	$0	2	0.03%	Maintained
612	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.69M	+$1.07M	2	0.02%	Increased
613	CIBC World Markets New York	$1.67M	-$962K	1	0.01%	Reduced
614	GAMMA Investing Foster City, California	$1.66M	+$308K	8	0.11%	Increased
615	MP McDonald Partners Cleveland, Ohio	$1.66M	-$14.2K	1	0.4%	Reduced
616	Inspire Investing Meridian, Idaho	$1.66M	-$196K	2	0.18%	Reduced
617	ICM Ionic Capital Management New York	$1.63M	+$310K	1	0.47%	Increased
618	Laird Norton Wetherby Wealth Management San Francisco, California	$1.59M	+$1.51M	3	0.07%	New
619	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$1.59M	+$27.4K	1	0.06%	Increased
620	CMF Counterpoint Mutual Funds San Diego, California	$1.58M	-$5.4M	4	0.14%	Reduced
621	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.56M	+$228K	2	0.05%	Increased
622	Capstone Investment Advisors New York	$1.53M	+$1.25M	3	0%	New
623	AI Aperture Investors New York	$1.52M	+$958K	1	0.2%	New
624	OMERS Administration Corp Toronto, Ontario, Canada	$1.52M	+$956K	1	0.01%	New
625	KA Kercheville Advisors San Antonio, Texas	$1.49M	+$937K	1	0.51%	New