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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	GFA Gifford Fong Associates Lafayette, California	$590K	$0	1	0.16%	Maintained
627	FC FORA Capital Miami, Florida	$589K	-$342K	1	0.07%	Reduced
628	SAM Synergy Asset Management Vancouver, Washington	$588K	+$579K	1	0.09%	New
629	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$587K	+$581K	2	0.02%	New
630	RSC Red Spruce Capital Berwyn, Pennsylvania	$579K	$0	1	0.27%	Maintained
631	Pallas Capital Advisors Braintree, Massachusetts	$574K	+$516K	2	0.03%	New
632	Leonteq Securities AG Zurich, Switzerland	$570K	-$45.9K	5	0.04%	Reduced
633	SC Shay Capital New York	$560K	+$742K	1	0.08%	New
634	CMG Cavalry Management Group San Francisco, California	$556K	-$362K	1	7.67%	Reduced
635	AF Aldebaran Financial	$555K	-$12K	1	0.73%	Reduced
636	GAA Green Alpha Advisors Niwot, Colorado	$552K	-$44.4K	1	0.44%	Reduced
637	HB Wealth Management Atlanta, Georgia	$549K	-$1.16K	3	0.01%	Reduced
638	DC Diametric Capital Boston, Massachusetts	$548K	+$446K	3	0.3%	Increased
639	Lighthouse Investment Partners Palm Beach Gardens, Florida	$543K	-$1.85M	1	0.02%	Reduced
640	Greenleaf Trust Kalamazoo, Michigan	$542K	+$5.23K	3	0.01%	Increased
641	CIBC Asset Management Toronto, Ontario, Canada	$538K	-$3.92K	2	0%	Reduced
642	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$530K	-$14.8K	1	0.26%	Reduced
643	PI PFG Investments Woodbury, New York	$528K	-$10.9K	3	0.04%	Reduced
644	MC Moors & Cabot Boston, Massachusetts	$526K	+$6.65K	3	0.03%	Increased
645	WA Waddell & Associates Memphis, Tennessee	$518K	$0	1	0.07%	Maintained
646	Zevenbergen Capital Investments Edmonds, Washington	$517K	+$358K	1	0.01%	New
647	Vestcor Inc Fredericton, New Brunswick, Canada	$516K	-$1.42M	1	0.02%	Reduced
648	Quadrant Capital Group Cincinnati, Ohio	$500K	+$40.7K	7	0.04%	Increased
649	AA Auxano Advisors Bellevue, Washington	$498K	+$85.5K	1	0.14%	Increased
650	OP ORG Partners Roanoke, Indiana	$488K	+$408K	4	0.06%	Increased