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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
1351	VCM Versant Capital Management Phoenix, Arizona	$1.44M	+$249K	8	0.13%	Increased
1352	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.43M	$0	1	0.03%	Maintained
1353	Perpetual Ltd Sydney, New South Wales, Australia	$1.42M	-$356K	2	0.02%	Reduced
1354	CBA Coastal Bridge Advisors Westport, Connecticut	$1.42M	-$189K	2	0.09%	Reduced
1355	WA WESPAC Advisors Orinda, California	$1.42M	+$1.35M	2	0.69%	New
1356	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$1.42M	-$7.22M	4	0.09%	Reduced
1357	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.42M	-$4.65M	3	0.25%	Reduced
1358	PDL Portfolio Design Labs Encino, California	$1.41M	+$1.35M	2	0.23%	New
1359	TFA Toth Financial Advisory Leesburg, Virginia	$1.4M	+$875K	4	0.14%	Increased
1360	KWM Keebeck Wealth Management Chicago, Illinois	$1.4M	-$529K	3	0.14%	Reduced
1361	BCM Beck Capital Management Austin, Texas	$1.4M	+$398K	2	0.26%	Increased
1362	RCA Resonant Capital Advisors Madison, Wisconsin	$1.39M	+$453K	4	0.07%	Increased
1363	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.39M	+$439K	5	0%	Increased
1364	ASC Ares Systematic Credit London,	$1.39M	+$881K	2	0.84%	Increased
1365	VWA Visionary Wealth Advisors O'fallon, Illinois	$1.39M	+$111K	2	0.05%	Increased
1366	FIA FNY Investment Advisers New York	$1.38M	+$1.1M	5	0.5%	Increased
1367	IF IRON Financial Northbrook, Illinois	$1.38M	+$101K	1	0.57%	Increased
1368	ACM American Capital Management New York	$1.38M	-$101K	1	0.06%	Reduced
1369	LSA L & S Advisors Los Angeles, California	$1.38M	-$672K	1	0.14%	Reduced
1370	GDP Great Diamond Partners Portland, Maine	$1.38M	+$1.34M	1	0.24%	New
1371	RMC Ring Mountain Capital Tiburon, California	$1.38M	+$435K	3	0.58%	Increased
1372	Mairs & Power Inc St Paul, Minnesota	$1.37M	$0	1	0.01%	Maintained
1373	WIA Wealthedge Investment Advisors New York	$1.37M	+$1.07M	2	0.47%	New
1374	SC Syon Capital San Francisco, California	$1.37M	+$19.1K	3	0.06%	Increased
1375	SAM Shikiar Asset Management New York	$1.37M	+$1.1M	1	0.35%	Increased