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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
476	Synovus Financial Columbus, Georgia	$1.24M	+$624K	2	0.01%	Increased
477	William Blair & Company Chicago, Illinois	$1.22M	-$226	1	0.01%	Reduced
478	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.22M	+$60K	1	0.45%	Increased
479	SW SlateStone Wealth Jupiter, Florida	$1.21M	$0	1	0.29%	Maintained
480	Vanguard Personalized Indexing Management Oakland, California	$1.19M	+$34.8K	4	0.05%	Increased
481	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.19M	$0	1	0.02%	Maintained
482	AC AXQ Capital Jersey City, New Jersey	$1.18M	+$1.05M	1	0.82%	New
483	USAA United Services Automobile Association San Antonio, Texas	$1.18M	-$142K	2	0.03%	Reduced
484	Creative Planning Overland Park, Kansas	$1.18M	-$234K	3	0%	Reduced
485	FA FDx Advisors Chicago, Illinois	$1.18M	+$72.1K	4	0.05%	Increased
486	VIA Virtus Investment Advisers Hartford, Connecticut	$1.17M	$0	1	0.78%	Maintained
487	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.16M	+$1.16M	1	0.03%	New
488	KC Knuff & Co Foster City, California	$1.16M	+$10.8K	1	0.5%	Increased
489	Cerity Partners New York	$1.16M	+$46K	2	0.01%	Increased
490	CAM Cubic Asset Management Boston, Massachusetts	$1.15M	-$109K	1	0.33%	Reduced
491	CIBC World Market Toronto, Ontario, Canada	$1.14M	+$14.3K	3	0%	Increased
492	TCM Teza Capital Management Chicago, Illinois	$1.13M	-$279K	3	0.22%	Reduced
493	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.12M	-$103K	1	0.24%	Reduced
494	Regions Financial Corp Birmingham, Alabama	$1.11M	-$164K	1	0.01%	Reduced
495	PFM Premier Fund Managers Guildford, United Kingdom	$1.1M	$0	1	0.04%	Maintained
496	MAI Capital Management Independence, Ohio	$1.08M	-$296K	3	0.02%	Reduced
497	SignatureFD Atlanta, Georgia	$1.08M	+$155K	7	0.03%	Increased
498	Atria Wealth Solutions New York	$1.08M	-$97.2K	4	0.02%	Reduced
499	LTI Laffer Tengler Investments Nashville, Tennessee	$1.06M	+$197K	2	0.31%	Increased
500	DCM Dupont Capital Management Wilmington, Delaware	$1.05M	+$858K	2	0.05%	Increased