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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	PTC Petrus Trust Company Dallas, Texas	$1.46M	+$1.38M	3	0.19%	Increased
452	CS Comerica Securities Detroit, Michigan	$1.45M	-$413K	3	0.1%	Reduced
453	SW SkyOak Wealth Southfield, Michigan	$1.39M	-$115K	1	0.47%	Reduced
454	GCP GSA Capital Partners London, United Kingdom	$1.39M	-$1.4M	3	0.17%	Reduced
455	Dana Investment Advisors Waukesha, Wisconsin	$1.39M	+$201K	1	0.07%	Increased
456	HB Wealth Management Atlanta, Georgia	$1.38M	+$168K	3	0.03%	Increased
457	Tower Research Capital (TRC) New York	$1.38M	-$1.3M	11	0.06%	Reduced
458	Pzena Investment Management New York	$1.36M	+$825K	1	0.01%	Increased
459	IAS IMA Advisory Services Denver, Colorado	$1.35M	-$250K	1	0.36%	Reduced
460	KeyBank National Association Cleveland, Ohio	$1.35M	+$331K	3	0.01%	Increased
461	WW Waterfront Wealth Overland Park, Kansas	$1.35M	+$16.2K	1	0.46%	Increased
462	WA WealthTrust Axiom Wayne, Pennsylvania	$1.34M	+$70.9K	2	0.47%	Increased
463	RP Riverwater Partners Milwaukee, Wisconsin	$1.33M	+$50K	1	1.14%	Increased
464	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.32M	+$200K	1	0.35%	Increased
465	UMB Bank Kansas City, Missouri	$1.32M	+$18.5K	5	0.02%	Increased
466	Pathstone Family Office Englewood, New Jersey	$1.32M	-$12.9K	3	0.02%	Reduced
467	TD Asset Management Toronto, Ontario, Canada	$1.31M	+$1.01M	3	0%	Increased
468	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.3M	+$186K	1	0.74%	Increased
469	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.29M	+$300K	1	0.01%	Increased
470	Burney Company Reston, Virginia	$1.28M	-$131K	1	0.06%	Reduced
471	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.28M	$0	1	0.11%	Maintained
472	Nissay Asset Management Tokyo, Japan	$1.27M	+$237K	1	0.01%	Increased
473	Rafferty Asset Management New York	$1.26M	+$235K	1	0.01%	Increased
474	VHMC Value Holdings Management Company Hampton Bays, New York	$1.25M	-$184K	1	0.28%	Reduced
475	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.25M	-$18.4K	2	0.17%	Reduced