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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
651	WAM Westport Asset Management Southport, Connecticut	$484K	$0	1	0.24%	Maintained
652	Heritage Investors Management Corp Bethesda, Maryland	$483K	$0	1	0.02%	Maintained
653	AWA Arete Wealth Advisors Chicago, Illinois	$482K	+$330K	3	0.04%	New
654	Caprock Group Boise, Idaho	$475K	+$32.5K	2	0.02%	Increased
655	Investor AB Stockholm, Sweden	$471K	-$60.1K	1	0.01%	Reduced
656	National Bank of Canada Montreal, Quebec, Canada	$470K	-$62.4K	6	0%	Reduced
657	Atria Wealth Solutions New York	$466K	-$23.9K	2	0.01%	Reduced
658	ZIG Zuckerman Investment Group Chicago, Illinois	$458K	$0	1	0.05%	Maintained
659	GC GMT Capital Atlanta, Georgia	$453K	+$447K	1	0.02%	New
660	Bridgeway Capital Management Houston, Texas	$450K	$0	1	0.01%	Maintained
661	CIBC World Market Toronto, Ontario, Canada	$447K	-$22K	2	0%	Reduced
662	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$444K	+$307K	1	0.01%	New
663	NC nVerses Capital Wellington, Florida	$440K	+$98.1K	3	0.26%	Increased
664	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$440K	-$12.3K	2	0.07%	Reduced
665	Clearstead Advisors Cleveland, Ohio	$439K	+$282K	5	0.01%	Increased
666	WSC Wellington Shields & Co New York	$435K	$0	1	0.14%	Maintained
667	CC Corton Capital Carrying Place, Ontario, Canada	$435K	+$387K	1	0.23%	New
668	TC Tairen Capital Hong Kong	$434K	+$301K	1	0.02%	New
669	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$434K	+$47.5K	1	0.28%	Increased
670	Prospera Financial Services Dallas, Texas	$427K	-$3.97K	1	0.01%	Reduced
671	BC Bridgefront Capital Austin, Texas	$421K	+$414K	1	0.18%	New
672	SW SkyOak Wealth Southfield, Michigan	$417K	-$253K	1	0.1%	Reduced
673	CAM Claret Asset Management Montreal, Quebec, Canada	$415K	+$155K	2	0.07%	Increased
674	PCA Prosperity Capital Advisors Westlake, Ohio	$412K	-$285K	1	0.05%	Reduced
675	Acadian Asset Management Boston, Massachusetts	$412K	-$17K	1	0%	Reduced