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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
676	Dana Investment Advisors Waukesha, Wisconsin	$12.5M	-$2.83M	1	0.33%	Reduced
677	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$12.5M	+$400K	4	0.15%	Increased
678	Vise Technologies New York	$12.4M	+$6.18M	7	0.14%	Increased
679	Sequoia Financial Advisors Akron, Ohio	$12.1M	+$1.42M	6	0.06%	Increased
680	Ritholtz Wealth Management New York	$12.1M	+$4.73M	6	0.18%	Increased
681	DAM Deepwater Asset Management Minneapolis, Minnesota	$12.1M	-$10.5M	1	5.47%	Reduced
682	Spire Wealth Management Mclean, Virginia	$12M	-$4.79M	7	0.36%	Reduced
683	BSG Black Swift Group Boulder, Colorado	$11.9M	+$4.15M	3	1.72%	Increased
684	EI EAM Investors Solana Beach, California	$11.9M	-$7M	2	1.06%	Reduced
685	Global Retirement Partners San Rafael, California	$11.8M	+$11.3M	9	0.18%	New
686	SI Seeds Investor New York	$11.8M	+$8M	3	1.22%	Increased
687	Glenmede Trust Philadelphia, Pennsylvania	$11.8M	-$912K	5	0.05%	Reduced
688	KA Kovack Advisors Ft. Lauderdale, Florida	$11.8M	+$118K	4	0.57%	Increased
689	Vestcor Inc Fredericton, New Brunswick, Canada	$11.7M	-$1.08M	4	0.29%	Reduced
690	Hillsdale Investment Management Toronto, Ontario, Canada	$11.6M	+$172K	3	0.27%	Increased
691	Beacon Pointe Advisors Newport Beach, California	$11.6M	-$3.14M	4	0.05%	Reduced
692	AE Wealth Management Topeka, Kansas	$11.5M	+$5.19M	4	0.05%	Increased
693	MAG Members Advisory Group Williamsville, New York	$11.5M	+$10.1M	1	3.22%	New
694	BW Gestao de Investimentos Sao Paulo, Brazil	$11.3M	-$18.9M	4	0.22%	Reduced
695	BCM Benchstone Capital Management New York	$11.2M	+$8.14M	1	1.35%	New
696	WIM Westside Investment Management Santa Monica, California	$11.2M	-$11.4K	6	1.47%	Reduced
697	CL CVFG LLC Shelbyville, Indiana	$11.2M	-$12.3K	2	1.18%	Reduced
698	GIPM G2 Investment Partners Management New York	$11.1M	-$1.24M	1	2.03%	Reduced
699	PCM Pinnbrook Capital Management New York	$11.1M	+$8.83M	4	1.18%	Increased
700	Evergreen Capital Management Bellevue, Washington	$11M	-$6.04K	5	0.19%	Reduced