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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$454K	-$215	1	0.01%	Reduced
527	MFWM Motley Fool Wealth Management Alexandria, Virginia	$453K	+$491K	1	0.04%	New
528	PTC Petrus Trust Company Dallas, Texas	$453K	-$203K	1	0.11%	Reduced
529	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$446K	+$488K	1	0.03%	New
530	WA WealthTrust Axiom Wayne, Pennsylvania	$446K	$0	1	0.17%	Maintained
531	Laird Norton Wetherby Wealth Management San Francisco, California	$439K	+$35.4K	1	0.07%	Increased
532	Brighton Jones LLC Seattle, Washington	$434K	$0	1	0.06%	Maintained
533	TIA Trust Investment Advisors Indianapolis, Indiana	$433K	+$464K	1	0.49%	New
534	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$427K	+$177K	1	0.14%	Increased
535	LCM Landscape Capital Management Englewood, New Jersey	$419K	+$509K	1	0.04%	New
536	FIB First Interstate Bank Billings, Montana	$408K	+$269K	3	0.09%	Increased
537	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$407K	-$140K	1	0.01%	Reduced
538	CONA Capital One National Association New York	$401K	+$438K	1	0.03%	New
539	RQS Ramsey Quantitative Systems Louisville, Kentucky	$398K	+$10.3K	1	0.44%	Increased
540	SAM Securian Asset Management St Paul, Minnesota	$393K	$0	1	0.01%	Maintained
541	STB S&T Bank Indiana, Pennsylvania	$388K	$0	1	0.07%	Maintained
542	HIS Horizon Investment Services Hammond, Indiana	$385K	-$19.8K	1	0.16%	Reduced
543	SEC Seven Eight Capital New York	$376K	-$2.81M	1	0.05%	Reduced
544	Caxton Associates (New York) New York	$374K	+$339K	1	0.01%	New
545	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$369K	-$6.21K	1	0.16%	Reduced
546	WCM Washington Capital Management Seattle, Washington	$369K	$0	1	0.39%	Maintained
547	DZ Bank Frankfurt Am Main, Germany	$365K	-$218K	1	0%	Reduced
548	Numeric Investors Boston, Massachusetts	$362K	-$379K	1	0%	Reduced
549	First Allied Advisory Services San Diego, California	$350K	+$144K	2	0.02%	Increased
550	MC Montag & Caldwell Atlanta, Georgia	$346K	-$150K	1	0.01%	Reduced