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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
726	IRP Investment Research Partners Lemont, Pennsylvania	$10.2M	+$29.6K	1	3.46%	Increased
727	EFG International Zurich,	$10.2M	-$4.35M	7	0.19%	Reduced
728	Commerce Bank Kansas City, Missouri	$10.2M	-$282K	4	0.04%	Reduced
729	Livforsakringsbolaget Skandia Stockholm, Sweden	$10M	+$19.5M	3	0.32%	Increased
730	Voleon Capital Management Berkeley, California	$10M	+$5.33M	2	0.18%	Increased
731	PC Permanens Capital New York	$10M	+$9.7M	1	1.03%	New
732	Cullen/Frost Bankers San Antonio, Texas	$9.98M	+$9.69M	6	0.1%	Increased
733	Walleye Trading New York	$9.96M	-$61.8M	4	0.01%	Reduced
734	Moore Capital Management New York	$9.96M	+$6.82M	1	0.15%	Increased
735	Tokio Marine Asset Management Tokyo, Japan	$9.85M	+$6.37M	4	0.31%	Increased
736	Brookstone Capital Management Wheaton, Illinois	$9.85M	+$5.5M	5	0.1%	Increased
737	Aware Super Sydney, Australia	$9.84M	+$8.77M	2	0.14%	New
738	Brown Advisory Baltimore, Maryland	$9.81M	+$5.38M	6	0.02%	Increased
739	Bleakley Financial Group Fairfield, New Jersey	$9.77M	+$8.15M	3	0.12%	Increased
740	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$9.73M	-$2.45M	2	0.79%	Reduced
741	Davenport & Co Richmond, Virginia	$9.67M	-$1.44M	3	0.05%	Reduced
742	WBC Westpac Banking Corp Sydney, Australia	$9.67M	-$3.83M	4	0.6%	Reduced
743	OCM Osterweis Capital Management San Francisco, California	$9.66M	-$3.7M	1	0.46%	Reduced
744	Circle Wealth Management Summit, New Jersey	$9.65M	+$691K	3	0.12%	Increased
745	Greenleaf Trust Kalamazoo, Michigan	$9.63M	+$122K	5	0.09%	Increased
746	Miracle Mile Advisors Los Angeles, California	$9.61M	+$1.06M	5	0.11%	Increased
747	Coldstream Capital Management Bellevue, Washington	$9.56M	+$842K	6	0.12%	Increased
748	TFA Transamerica Financial Advisors St. Petersburg, Florida	$9.55M	+$9.03M	6	0.81%	Increased
749	NP Nilsine Partners Greenwood Village, Colorado	$9.54M	+$155K	3	0.66%	Increased
750	ACL APEIRON Capital Ltd Hong Kong	$9.49M	+$9.54M	3	6.1%	New