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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
1026	Tema ETFs New York	$3.7M	+$457K	4	0.12%	Increased
1027	AlTi Global New York	$3.69M	+$2.68M	1	0.08%	New
1028	ADL Asset Dedication LLC San Francisco, California	$3.69M	+$11.8K	4	0.23%	Increased
1029	PWM Parkway Wealth Management Plano, Texas	$3.66M	+$606K	1	0.42%	Increased
1030	SFI Siemens Fonds Invest Munich, Germany	$3.66M	+$260K	4	0.18%	Increased
1031	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.62M	-$294K	4	0.14%	Reduced
1032	SBI Okasan Asset Management Tokyo, Japan	$3.61M	+$397K	2	0.12%	Increased
1033	HCM Hollencrest Capital Management Newport Beach, California	$3.61M	-$768K	8	0.24%	Reduced
1034	CI CacheTech Inc Logan, Utah	$3.6M	+$3.49M	2	0.58%	New
1035	VC Vestor Capital Chicago, Illinois	$3.59M	+$6.79M	3	0.23%	Increased
1036	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.59M	+$2.44M	3	0.16%	Increased
1037	IIM Ironwood Investment Management Boston, Massachusetts	$3.58M	-$1.1M	1	1.24%	Reduced
1038	PIP Palisades Investment Partners Santa Monica, California	$3.57M	+$3.78M	1	1.02%	New
1039	BNP Paribas Paris, France	$3.57M	+$3.03M	2	0.1%	Increased
1040	Kingsview Wealth Management Grants Pass, Oregon	$3.54M	+$2.77M	5	0.04%	Increased
1041	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$3.53M	+$1.31M	1	0.48%	Increased
1042	RWM Revisor Wealth Management Akron, Ohio	$3.53M	+$458K	3	0.85%	Increased
1043	GCM Greenland Capital Management New York	$3.53M	+$1.01K	7	0.44%	Increased
1044	TCM Teza Capital Management Chicago, Illinois	$3.52M	+$2.9M	6	6.8%	Increased
1045	KA Kerrisdale Advisers Miami, Florida	$3.52M	-$8.71M	2	0.88%	Reduced
1046	GC Gratia Capital Los Angeles, California	$3.48M	+$3.91M	1	2.11%	New
1047	CWIG Chung Wu Investment Group Sugar Land, Texas	$3.46M	-$1.37M	2	2.28%	Reduced
1048	ACM Aster Capital Management Dubai, United Arab Emirates	$3.46M	+$2.88M	2	0.74%	Increased
1049	OFS OneAscent Financial Services Birmingham, Alabama	$3.46M	-$77.8K	1	0.17%	Reduced
1050	EC Estate Counselors Thiensville, Wisconsin	$3.44M	-$4.59M	2	0.3%	Reduced