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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	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$511K	-$40.9K	1	0.24%	Reduced
627	Flow Traders U.S. New York	$508K	+$511K	1	0.03%	New
628	Level Four Advisory Services Dallas, Texas	$501K	+$11.5K	1	0.03%	Increased
629	Mackenzie Financial Toronto Ontario, Ontario, Canada	$494K	-$406K	2	0%	Reduced
630	National Bank of Canada Montreal, Quebec, Canada	$493K	-$5.96M	6	0%	Reduced
631	KPF K2 Principal Fund Toronto, Ontario, Canada	$485K	+$517K	1	0.08%	New
632	Atria Wealth Solutions New York	$482K	-$283K	2	0.01%	Reduced
633	WPC White Pine Capital Bloomington, Minnesota	$480K	-$149K	2	0.18%	Reduced
634	AF Aldebaran Financial	$477K	-$46.6K	1	0.67%	Reduced
635	CIBC World Market Toronto, Ontario, Canada	$474K	-$312K	2	0%	Reduced
636	CIBC Asset Management Toronto, Ontario, Canada	$472K	+$460K	2	0%	New
637	ZIG Zuckerman Investment Group Chicago, Illinois	$470K	+$501K	1	0.05%	New
638	Kestra Private Wealth Services Austin, Texas	$457K	+$297K	2	0.01%	Increased
639	Investor AB Stockholm, Sweden	$455K	+$411K	1	0.01%	New
640	O'Shaughnessy Asset Management Stamford, Connecticut	$453K	+$55.6K	2	0.01%	Increased
641	WAM Westport Asset Management Southport, Connecticut	$450K	$0	1	0.22%	Maintained
642	Coldstream Capital Management Bellevue, Washington	$448K	+$8.9K	2	0.01%	Increased
643	OAM Oxford Asset Management Oxford, United Kingdom	$446K	+$476K	1	0.46%	New
644	AT American Trust Lexington, Kentucky	$443K	+$193K	2	0.04%	Increased
645	Carson Wealth (CWM LLC) Omaha, Nebraska	$442K	+$106K	9	0%	Increased
646	Acadian Asset Management Boston, Massachusetts	$440K	-$492K	2	0%	Reduced
647	CCC Chesapeake Capital Corp Tampa, Florida	$436K	+$394K	1	0.32%	New
648	Principal Securities Des Moines, Iowa	$434K	-$4.54K	6	0.01%	Reduced
649	WA Waddell & Associates Memphis, Tennessee	$433K	$0	1	0.06%	Maintained
650	Quadrant Capital Group Cincinnati, Ohio	$428K	+$9.06K	8	0.03%	Increased