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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	Marex Group London,	$960K	+$469K	2	0.04%	Increased
502	FTDI First Trust Direct Indexing Boston, Massachusetts	$957K	+$12.2K	2	0.09%	Increased
503	HSA Hussman Strategic Advisors Ellicott City, Maryland	$945K	$0	1	0.21%	Maintained
504	Hancock Whitney Gulfport, Mississippi	$943K	-$46.2K	1	0.04%	Reduced
505	FRM Fox Run Management Greenwich, Connecticut	$932K	+$231K	3	0.24%	Increased
506	CHM Collaborative Holdings Management New York	$927K	-$941K	1	1.67%	Reduced
507	Nissay Asset Management Tokyo, Japan	$924K	-$80.9K	1	0.01%	Reduced
508	WA WealthTrust Axiom Wayne, Pennsylvania	$923K	-$152K	2	0.31%	Reduced
509	ADIM Alpha DNA Investment Management Columbia, Maryland	$903K	+$686K	2	0.35%	New
510	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$900K	-$1.58M	3	0.12%	Reduced
511	Stratos Wealth Partners Beachwood, Ohio	$894K	-$155K	3	0.02%	Reduced
512	OLA Oliver Luxxe Assets Gladstone, New Jersey	$881K	+$730K	1	0.21%	New
513	Acadian Asset Management Boston, Massachusetts	$879K	-$298K	3	0%	Reduced
514	MFG MidWestOne Financial Group Iowa City, Iowa	$868K	+$66.1K	1	0.16%	Increased
515	Mackenzie Financial Toronto Ontario, Ontario, Canada	$865K	+$380K	3	0%	Increased
516	NRD Nebula Research & Development New York	$865K	+$633K	1	0.26%	Increased
517	Baird Financial Group Milwaukee, Wisconsin	$850K	+$235K	2	0%	Increased
518	NewEdge Advisors New Orleans, Louisiana	$850K	-$228K	6	0.01%	Reduced
519	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$846K	+$456K	2	0.08%	Increased
520	D.A. Davidson & Co Great Falls, Montana	$834K	-$168K	1	0.01%	Reduced
521	ARC Advisor Resource Council Dallas, Texas	$824K	+$729K	1	0.1%	New
522	Oppenheimer & Co New York	$820K	-$58.9K	2	0.02%	Reduced
523	IMC Chicago Chicago, Illinois	$820K	-$201K	1	0%	Reduced
524	JCM Janney Capital Management Pittsburgh, Pennsylvania	$809K	+$2.52K	2	0.05%	Increased
525	M1FG Mach-1 Financial Group Rogers, Arkansas	$807K	+$613K	2	0.31%	New