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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	AIM Aigen Investment Management New York	$3.03M	-$3.09M	2	0.47%	Reduced
602	Empowered Funds Havertown, Pennsylvania	$3.03M	+$1.42M	3	0.03%	Increased
603	Benjamin Edwards Inc Clayton, Missouri	$3.03M	-$1.27M	2	0.03%	Reduced
604	BCM Bayesian Capital Management Brooklyn, New York	$2.99M	-$2.63M	1	0.61%	Reduced
605	DZ Bank Frankfurt Am Main, Germany	$2.97M	+$2.56M	3	0%	New
606	SOW State of Wyoming Cheyenne, Wyoming	$2.96M	+$226K	7	0.34%	Increased
607	OF Optimize Financial Laguna Hills, California	$2.94M	+$2.36M	2	1.53%	New
608	RP Riverwater Partners Milwaukee, Wisconsin	$2.92M	-$301K	1	1.21%	Reduced
609	WPC White Pine Capital Bloomington, Minnesota	$2.92M	+$8.71K	3	0.84%	Increased
610	Kestra Private Wealth Services Austin, Texas	$2.92M	-$698K	3	0.04%	Reduced
611	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.91M	-$769K	2	0.63%	Reduced
612	GTS Securities Miami, Florida	$2.91M	+$2.26M	4	0.11%	Increased
613	SP SWS Partners Columbus, Ohio	$2.89M	-$1.01M	1	0.71%	Reduced
614	SPWM Straight Path Wealth Management Jenison, Michigan	$2.89M	+$36.7K	1	0.78%	Increased
615	DCM Dilation Capital Management New York	$2.86M	+$2M	1	1.42%	New
616	AE Wealth Management Topeka, Kansas	$2.85M	-$592K	5	0.02%	Reduced
617	Coldstream Capital Management Bellevue, Washington	$2.84M	+$538K	7	0.04%	Increased
618	CIS Connors Investor Services Wyomissing, Pennsylvania	$2.84M	-$1.21M	1	0.24%	Reduced
619	MP McDonald Partners Cleveland, Ohio	$2.84M	-$3.12K	1	0.85%	Reduced
620	HPCM Hunter Perkins Capital Management Lombard, Illinois	$2.82M	-$1.2M	1	0.63%	Reduced
621	Stephens Inc Little Rock, Arkansas	$2.81M	-$2.63M	5	0.04%	Reduced
622	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$2.77M	+$713K	1	0.87%	Increased
623	Tocqueville Asset Management New York	$2.73M	$0	2	0.04%	Maintained
624	Maryland State Retirement & Pension System Baltimore, Maryland	$2.7M	+$19.1K	4	0.06%	Increased
625	Oppenheimer & Co New York	$2.69M	+$340K	4	0.03%	Increased