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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
626	Jefferies Financial Group New York	$14.7M	-$28.7M	7	0.1%	Reduced
627	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$14.6M	-$6.73M	2	2.35%	Reduced
628	M&G plc London, United Kingdom	$14.6M	+$15.2M	1	0.07%	New
629	FFA Florida Financial Advisors Tampa, Florida	$14.6M	+$7.53M	4	2.47%	Increased
630	S Steadtrust Allen, Texas	$14.4M	-$572K	2	7.29%	Reduced
631	DV Trading Chicago, Illinois	$14.4M	+$13.3M	3	0.47%	Increased
632	SHC SALT Holding Corp Wilmington, Delaware	$14.3M	$0	1	7.56%	Maintained
633	PCM Prelude Capital Management New York	$14.3M	-$14.3M	9	1.04%	Reduced
634	KAM Knightsbridge Asset Management Newport Beach, California	$14.2M	+$9.8M	4	1.86%	Increased
635	Americana Partners Houston, Texas	$14.2M	+$6.18M	3	0.32%	Increased
636	Employees Retirement System of Texas Austin, Texas	$14.1M	+$1.89M	3	0.11%	Increased
637	FBFS First Business Financial Services Madison, Wisconsin	$14.1M	-$633K	1	1.1%	Reduced
638	HJIM Henry James International Management New York	$14.1M	-$1.37M	1	4.22%	Reduced
639	Ameritas Investment Partners Lincoln, Nebraska	$14M	+$574K	6	0.37%	Increased
640	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$14M	+$2.65M	1	4.05%	Increased
641	VAM VMS Asset Management Hong Kong,	$14M	-$26.9M	2	4.44%	Reduced
642	TC Truvestments Capital Sarasota, Florida	$14M	+$791K	7	2.08%	Increased
643	RHJA Rice Hall James & Associates San Diego, California	$14M	-$8.98M	3	0.68%	Reduced
644	OF Optimize Financial Laguna Hills, California	$13.9M	-$44K	3	4.99%	Reduced
645	SCS Sound Capital Solutions Naples, Florida	$13.9M	+$12.9M	3	3.25%	New
646	RWA Roberts Wealth Advisors Palo Alto, California	$13.9M	-$14.1K	1	3.15%	Reduced
647	DWA Dorsey Wright & Associates Pasadena, California	$13.9M	+$3.07M	2	2.35%	Increased
648	Merit Financial Group Alpharetta, Georgia	$13.8M	+$1.95M	6	0.08%	Increased
649	Nishkama Capital LLC Dorado, Puerto Rico	$13.8M	-$2.38M	1	0.43%	Reduced
650	MP McDonald Partners Cleveland, Ohio	$13.8M	-$486K	1	3.36%	Reduced