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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
526	Brighton Jones LLC Seattle, Washington	$456K	+$428K	1	0.06%	New
527	TSS Two Sigma Securities New York	$455K	+$274K	2	0.09%	Increased
528	Regions Financial Corp Birmingham, Alabama	$453K	+$429K	1	0.01%	New
529	SAM Securian Asset Management St Paul, Minnesota	$448K	-$4.48K	1	0.01%	Reduced
530	UFF USA Financial Formulas Ada, Michigan	$447K	-$550K	1	0.11%	Reduced
531	CIA Cascade Investment Advisors Oregon City, Oregon	$441K	+$430K	1	0.38%	New
532	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$437K	+$411K	1	0.94%	New
533	ING Group Amsterdam, Netherlands	$431K	+$413K	1	0.01%	New
534	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$430K	+$10.4K	1	0.05%	Increased
535	WCM Washington Capital Management Seattle, Washington	$420K	$0	1	0.47%	Maintained
536	Laird Norton Wetherby Wealth Management San Francisco, California	$417K	+$95.6K	1	0.07%	Increased
537	PAG Private Advisory Group Redmond, Washington	$413K	+$78.9K	1	0.25%	Increased
538	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$404K	+$383K	2	0.1%	New
539	FAB First American Bank Dundee, Illinois	$397K	$0	1	0.03%	Maintained
540	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$386K	-$9.9K	1	0.17%	Reduced
541	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$385K	$0	2	0.32%	Maintained
542	HIS Horizon Investment Services Hammond, Indiana	$385K	+$364K	1	0.17%	New
543	WA WealthTrust Axiom Wayne, Pennsylvania	$372K	-$138K	1	0.14%	Reduced
544	FAM Fortaleza Asset Management Chicago, Illinois	$371K	+$181	3	0.7%	Increased
545	Mirae Asset Global Investments Seoul, South Korea	$369K	+$359K	1	0.01%	New
546	EGA E&G Advisors Houston, Texas	$368K	$0	1	0.18%	Maintained
547	IB Intrust Bank Wichita, Kansas	$362K	-$4.91K	1	0.12%	Reduced
548	Raymond James Trust St. Petersburg, Florida	$361K	+$209K	2	0.03%	Increased
549	CCM Cadence Capital Management Boston, Massachusetts	$358K	+$343K	1	0.02%	New
550	Asset Management One Tokyo, Japan	$356K	-$887K	1	0%	Reduced