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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.11M	-$884K	1	0.05%	Reduced
677	IIM Ironwood Investment Management Boston, Massachusetts	$1.11M	-$33.1K	1	0.54%	Reduced
678	Two Sigma Securities New York	$1.09M	-$1.14M	4	0.13%	Reduced
679	Integrated Wealth Concepts Waltham, Massachusetts	$1.09M	+$606K	3	0.01%	Increased
680	INVST Indianapolis, Indiana	$1.09M	+$179K	1	0.14%	Increased
681	Main Management ETF Advisors San Francisco, California	$1.09M	+$11.2K	1	0.05%	Increased
682	PI Point72 Italy Milan, Italy	$1.08M	+$871K	1	0.53%	New
683	M1FG Mach-1 Financial Group Rogers, Arkansas	$1.08M	+$225K	3	0.32%	Increased
684	GAMCO Investors Greenwich, Connecticut	$1.07M	-$97.1K	1	0.01%	Reduced
685	Fiduciary Trust Boston, Massachusetts	$1.06M	+$168K	2	0.01%	Increased
686	AdvisorShares Investments Bethesda, Maryland	$1.06M	+$1.05M	1	0.19%	New
687	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.06M	$0	1	0.15%	Maintained
688	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.05M	$0	1	0.01%	Maintained
689	Aureus Asset Management Boston, Massachusetts	$1.05M	$0	1	0.07%	Maintained
690	Point72 (DIFC) Dubai, United Arab Emirates	$1.05M	+$773K	3	0.04%	Increased
691	D.A. Davidson & Co Great Falls, Montana	$1.04M	+$89.8K	1	0.01%	Increased
692	Brooklyn Investment Group Brooklyn, New York	$1.04M	+$599K	6	0.14%	Increased
693	Jones Financial Companies Des Peres, Missouri	$1.03M	+$75.8K	9	0%	Increased
694	LAM LECAP Asset Management London, United Kingdom	$1.03M	-$930K	1	0.36%	Reduced
695	Shay Capital New York	$1.02M	+$752K	2	0.12%	New
696	BPC Bryce Point Capital Scarsdale, New York	$1.02M	-$447K	1	0.86%	Reduced
697	Shell Asset Management The Hague, Netherlands	$1M	-$115K	4	0.03%	Reduced
698	Pallas Capital Advisors Braintree, Massachusetts	$999K	+$219K	2	0.04%	Increased
699	GFA Gifford Fong Associates Lafayette, California	$997K	$0	1	0.23%	Maintained
700	Meeder Advisory Services Dublin, Ohio	$997K	+$728K	3	0.05%	New