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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	IAS IMA Advisory Services Denver, Colorado	$1.37M	-$26.7K	1	0.35%	Reduced
477	Park Avenue Securities New York	$1.37M	-$343K	1	0.02%	Reduced
478	VanEck Associates New York	$1.34M	+$944K	2	0%	Increased
479	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.33M	+$42.4K	1	0.48%	Increased
480	Virginia Retirement Systems Richmond, Virginia	$1.32M	+$274K	3	0.01%	Increased
481	SW SlateStone Wealth Jupiter, Florida	$1.32M	$0	1	0.27%	Maintained
482	Nissay Asset Management Tokyo, Japan	$1.31M	$0	1	0.01%	Maintained
483	Synovus Financial Columbus, Georgia	$1.31M	+$28.3K	2	0.01%	Increased
484	Sequoia Financial Advisors Akron, Ohio	$1.29M	+$229K	1	0.03%	Increased
485	Rafferty Asset Management New York	$1.28M	-$18K	1	0.01%	Reduced
486	CC Cipher Capital New York	$1.28M	-$2.18M	2	0.24%	Reduced
487	Advisory Services Network Atlanta, Georgia	$1.27M	-$753K	7	0.04%	Reduced
488	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.27M	-$22.6K	2	0.15%	Reduced
489	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.26M	-$48.3K	1	0.1%	Reduced
490	PTC Petrus Trust Company Dallas, Texas	$1.25M	-$281K	4	0.15%	Reduced
491	William Blair & Company Chicago, Illinois	$1.25M	-$10.4K	1	0.01%	Reduced
492	CAM Cubic Asset Management Boston, Massachusetts	$1.25M	$0	1	0.35%	Maintained
493	Fifth Third Bancorp Cincinnati, Ohio	$1.25M	+$258K	6	0.01%	Increased
494	Regions Financial Corp Birmingham, Alabama	$1.25M	+$93.2K	1	0.01%	Increased
495	MAI Capital Management Independence, Ohio	$1.24M	+$98.5K	3	0.02%	Increased
496	National Bank of Canada Montreal, Quebec, Canada	$1.24M	-$3.68M	6	0%	Reduced
497	HB Wealth Management Atlanta, Georgia	$1.24M	-$9.03K	3	0.02%	Reduced
498	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.23M	+$382K	2	0.23%	Increased
499	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.23M	+$1.16M	1	0.03%	Increased
500	FWTB First Western Trust Bank Denver, Colorado	$1.22M	$0	1	0.06%	Maintained