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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
801	TPM Totem Point Management New York	$7.82M	+$7.58M	1	4.78%	New
802	HB Wealth Management Atlanta, Georgia	$7.8M	+$1.28M	6	0.04%	Increased
803	Metis Global Partners San Diego, California	$7.78M	+$541K	4	0.18%	Increased
804	Brighton Jones LLC Seattle, Washington	$7.76M	+$324K	6	0.14%	Increased
805	DC Diametric Capital Boston, Massachusetts	$7.74M	+$2.52M	5	0.82%	Increased
806	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$7.74M	+$1.64M	4	2.58%	Increased
807	AWA Artemis Wealth Advisors New York	$7.69M	-$4M	3	0.92%	Reduced
808	QIM Quantitative Investment Management Charlottesville, Virginia	$7.66M	+$7.39M	3	0.83%	Increased
809	PCR Potrero Capital Research San Francisco, California	$7.64M	-$5.01M	2	4.25%	Reduced
810	HP Havemeyer Place Greenwich, Connecticut	$7.64M	+$6.5M	4	0.75%	Increased
811	IFP Advisors Tampa, Florida	$7.64M	-$229K	9	0.14%	Reduced
812	IAS IMA Advisory Services Denver, Colorado	$7.57M	-$438K	6	0.47%	Reduced
813	SH SeaTown Holdings Singapore	$7.55M	-$1.61M	1	4.54%	Reduced
814	TF Telligent Fund Hong Kong	$7.55M	+$2.81M	2	5.56%	Increased
815	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.53M	+$91.3K	2	0.21%	Increased
816	OAM Ostrum Asset Management Paris, France	$7.52M	+$2.36M	4	0.36%	Increased
817	TW ticino wealth Mission Viejo, California	$7.43M	-$5.01M	1	2.34%	Reduced
818	FRIHG Fund Resources Investment Holding Group Hong Kong,	$7.41M	+$8.13M	1	0.91%	New
819	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$7.4M	-$1.82M	1	1.67%	Reduced
820	HT Headlands Technologies Chicago, Illinois	$7.39M	+$4.92M	5	0.78%	Increased
821	Stephens Inc Little Rock, Arkansas	$7.38M	+$808K	7	0.08%	Increased
822	CCC Chesapeake Capital Corp Tampa, Florida	$7.38M	+$2.16M	2	3.88%	Increased
823	CRWM Castle Rock Wealth Management Walnut Creek, California	$7.35M	+$1.76M	3	1.44%	Increased
824	Sumitomo Life Insurance Tokyo, Japan	$7.33M	+$6.74M	3	0.12%	New
825	Hennessy Advisors Inc Novato, California	$7.32M	+$8.21M	1	0.23%	New