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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$318K	$0	1	0%	Maintained
527	IFP Advisors Tampa, Florida	$308K	-$184K	7	0.01%	Reduced
528	PL Parthenon LLC Louisville, Kentucky	$308K	-$8.98K	1	0.07%	Reduced
529	FA FDx Advisors Chicago, Illinois	$304K	+$134K	2	0.01%	Increased
530	First Allied Advisory Services San Diego, California	$304K	+$4.25K	2	0.01%	Increased
531	KWMG King Wealth Management Group Naples, Florida	$303K	$0	1	0.11%	Maintained
532	SCM Sterneck Capital Management Kansas City, Missouri	$303K	+$132K	1	0.18%	Increased
533	AIA Affinity Investment Advisors Newport Beach, California	$302K	+$288K	1	0.03%	New
534	SFI SPC Financial Inc Rockville, Maryland	$300K	+$202K	1	0.07%	Increased
535	CPA Cowen Prime Advisors New York	$296K	+$159K	2	0.14%	Increased
536	GP GLG Partners London, United Kingdom	$291K	+$121K	2	0.01%	Increased
537	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$288K	$0	1	0.12%	Maintained
538	Summit Trail Advisors New York	$282K	+$315K	6	0.04%	New
539	FWM Frontier Wealth Management Kansas City, Missouri	$281K	+$241K	2	0.05%	Increased
540	SWM SeaCrest Wealth Management Purchase, New York	$276K	+$308K	9	0.05%	New
541	NA Neuburgh Advisers Los Angeles, California	$274K	+$61.6K	2	0.01%	Increased
542	CPH C Partners Holding Zurich, Switzerland	$273K	+$261K	1	0.11%	New
543	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$272K	+$111K	1	0.04%	Increased
544	First Citizens Bank & Trust Raleigh, North Carolina	$272K	-$5.25K	1	0.04%	Reduced
545	William Blair & Company Chicago, Illinois	$269K	-$248K	1	0%	Reduced
546	MC Montag & Caldwell Atlanta, Georgia	$262K	+$10.5K	1	0.01%	Increased
547	Bridgeway Capital Management Houston, Texas	$261K	-$5.85M	1	0%	Reduced
548	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$256K	+$50.4K	1	0.04%	Increased
549	KI Koch Industries Wichita, Kansas	$252K	+$36.5K	1	0.04%	Increased
550	NL NWAM LLC Mercer Island, Washington	$250K	-$3.94K	1	0.06%	Reduced