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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
976	HS HighVista Strategies Boston, Massachusetts	$4.31M	-$2.05M	3	0.98%	Reduced
977	VC Veracity Capital Atlanta, Georgia	$4.3M	-$720K	4	1.16%	Reduced
978	Blue Trust Inc Alpharetta, Georgia	$4.29M	+$402K	8	0.04%	Increased
979	BCM Brown Capital Management Baltimore, Maryland	$4.27M	-$50K	1	0.85%	Reduced
980	Perigon Wealth Management San Francisco, California	$4.25M	+$1.67M	7	0.07%	Increased
981	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$4.21M	-$231K	2	1.47%	Reduced
982	BWM Bosman Wealth Management Redlands, California	$4.2M	+$2.75M	2	2.61%	Increased
983	Graham Capital Management Rowayton, Connecticut	$4.19M	-$8.77M	5	0.08%	Reduced
984	CSA Cornerstone Select Advisors St. Louis, Missouri	$4.18M	+$1M	2	1.76%	Increased
985	Chicago Partners Investment Group Chicago, Illinois	$4.16M	+$2.04M	7	0.08%	Increased
986	LB Legacy Bridge West Des Moines, Iowa	$4.14M	+$18.8K	3	1.28%	Increased
987	HWM Hohimer Wealth Management Seattle, Washington	$4.13M	-$464K	2	0.41%	Reduced
988	KC Katamaran Capital London, United Kingdom	$4.13M	-$1.25M	3	3.29%	Reduced
989	WA Waddell & Associates Memphis, Tennessee	$4.12M	+$149K	3	0.2%	Increased
990	FG Franchise GP Grand Cayman,	$4.12M	-$12.8M	2	1.92%	Reduced
991	FG Formula Growth Montreal, Quebec, Canada	$4.11M	-$2.02M	2	1.45%	Reduced
992	CoreCap Advisors Southfield, Michigan	$4.08M	+$1.64M	8	0.12%	Increased
993	TA TKG Advisors Valparaiso, Indiana	$4.08M	-$19.9K	1	1.42%	Reduced
994	MIC Maxi Investments CY Limassol, Cyprus	$4.07M	+$3.87M	2	0.82%	New
995	SWM SeaCrest Wealth Management Purchase, New York	$4.07M	-$925K	3	0.45%	Reduced
996	SWG Summit Wealth Group White River Junction, Vermont	$4.06M	$0	1	0.83%	Maintained
997	PAG Private Advisory Group Redmond, Washington	$4.02M	-$376K	3	0.22%	Reduced
998	Flow Traders U.S. New York	$3.99M	+$3.35M	4	0.16%	Increased
999	ACM Alight Capital Management New York	$3.98M	-$5.15M	1	0.56%	Reduced
1000	TC TwinBeech Capital Purchase, New York	$3.97M	+$1.59M	1	0.72%	Increased