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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
451	Creative Planning Overland Park, Kansas	$1.43M	+$207K	4	0%	Increased
452	MAM Meeder Asset Management Dublin, Ohio	$1.43M	+$902K	4	0.09%	Increased
453	RIL Rothschild Investment LLC Chicago, Illinois	$1.41M	-$1.24M	2	0.17%	Reduced
454	Montag & Associates Atlanta, Georgia	$1.41M	-$139K	1	0.12%	Reduced
455	CH Canton Hathaway Providence, Rhode Island	$1.39M	-$49.2K	1	0.91%	Reduced
456	KM Kalos Management Alpharetta, Georgia	$1.39M	-$2.17M	1	0.58%	Reduced
457	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.37M	+$1.28M	1	0.83%	New
458	Mercer Global Advisors Denver, Colorado	$1.36M	+$5.1K	2	0.02%	Increased
459	Chartwell Investment Partners Berywn, Pennsylvania	$1.35M	-$337K	1	0.05%	Reduced
460	AR Advisory Research Chicago, Illinois	$1.33M	+$1.17M	2	0.12%	New
461	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.32M	-$22.7K	1	0.74%	Reduced
462	Sowell Financial Services North Little Rock, Arkansas	$1.31M	+$14K	6	0.07%	Increased
463	AE Wealth Management Topeka, Kansas	$1.3M	+$1.05M	3	0.02%	Increased
464	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$1.3M	-$133K	1	0.06%	Reduced
465	TWP Tempus Wealth Planning Irvine, California	$1.25M	+$1.21M	1	1.86%	New
466	Circle Wealth Management Summit, New Jersey	$1.24M	-$269K	2	0.22%	Reduced
467	RAM Redmond Asset Management Henrico, Virginia	$1.24M	-$6.1K	2	0.52%	Reduced
468	HIM Herald Investment Management London, United Kingdom	$1.24M	$0	1	0.29%	Maintained
469	AIC Aurora Investment Counsel Atlanta, Georgia	$1.23M	-$26.6K	1	1.17%	Reduced
470	Gateway Investment Advisers Cincinnati, Ohio	$1.23M	-$575K	2	0.01%	Reduced
471	Assenagon Asset Management Senningerberg, Luxembourg	$1.2M	-$1.91M	2	0.01%	Reduced
472	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.19M	$0	1	0.2%	Maintained
473	KBC Group Brussels, Belgium	$1.16M	+$1.07M	1	0.01%	New
474	ESCM Echo Street Capital Management New York	$1.16M	+$1.07M	2	0.01%	New
475	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.16M	+$669K	1	0%	Increased