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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
501	WA WealthTrust Axiom Wayne, Pennsylvania	$954K	-$187K	2	0.34%	Reduced
502	RWA Wealth Partners Newton, Massachusetts	$954K	-$78.9K	1	0.02%	Reduced
503	AFAS Acorn Financial Advisory Services Reston, Virginia	$952K	+$192K	1	0.17%	Increased
504	Atria Wealth Solutions New York	$945K	+$130K	3	0.01%	Increased
505	Bank of Nova Scotia Toronto, Ontario, Canada	$942K	-$167K	3	0%	Reduced
506	SW SkyOak Wealth Southfield, Michigan	$935K	-$177K	1	0.27%	Reduced
507	ARGA Investment Management Stamford, Connecticut	$934K	+$449K	1	0.04%	Increased
508	Jupiter Asset Management London, United Kingdom	$932K	+$845K	1	0.01%	Increased
509	CA Capital Advantage Walnut Creek, California	$930K	+$1.05M	1	0.2%	New
510	Sequoia Financial Advisors Akron, Ohio	$923K	+$38.5K	1	0.02%	Increased
511	Wolverine Asset Management Chicago, Illinois	$922K	+$1.04M	1	0.01%	Increased
512	MP McDonald Partners Cleveland, Ohio	$905K	+$17.8K	1	0.29%	Increased
513	NewEdge Advisors New Orleans, Louisiana	$881K	+$108K	7	0.01%	Increased
514	FBFS First Business Financial Services Madison, Wisconsin	$817K	+$1.15K	1	0.1%	Increased
515	PCM Perkins Capital Management Wayzata, Minnesota	$815K	$0	1	0.81%	Maintained
516	Cerity Partners New York	$810K	-$221K	2	0%	Reduced
517	Brevan Howard Capital Management St. Helier, Jersey	$807K	+$568K	3	0.01%	Increased
518	Gabelli Funds Rye, New York	$806K	-$392K	1	0.01%	Reduced
519	Prospera Financial Services Dallas, Texas	$801K	-$176K	1	0.03%	Reduced
520	Johnson Investment Counsel Cincinnati, Ohio	$801K	+$6.45K	2	0.01%	Increased
521	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$800K	-$486K	1	0.54%	Reduced
522	Advisor Partners II Walnut Creek, California	$789K	+$426K	4	0.03%	Increased
523	D.A. Davidson & Co Great Falls, Montana	$783K	+$146K	2	0.01%	Increased
524	RHJA Rice Hall James & Associates San Diego, California	$775K	$0	1	0.05%	Maintained
525	QRG Capital Management Chicago, Illinois	$768K	+$810K	1	0.01%	New