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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	CCG Ceeto Capital Group Coral Gables, Florida	$1.74M	+$315K	2	0.73%	Increased
527	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.72M	-$75.3K	2	0.22%	Reduced
528	BSB Bangor Savings Bank Bangor, Maine	$1.71M	+$149K	1	0.16%	Increased
529	FA FDx Advisors Chicago, Illinois	$1.71M	+$265K	4	0.05%	Increased
530	Synovus Financial Columbus, Georgia	$1.71M	+$12K	2	0.02%	Increased
531	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.7M	+$56K	1	0.12%	Increased
532	Kestra Private Wealth Services Austin, Texas	$1.69M	+$550K	3	0.08%	Increased
533	EP Edgestream Partners Princeton, New Jersey	$1.69M	-$200K	1	0.11%	Reduced
534	BMCM Burns Matteson Capital Management Corning, New York	$1.66M	+$798K	3	1.13%	Increased
535	Cerity Partners New York	$1.66M	+$1.29M	2	0.03%	Increased
536	AF Aldebaran Financial	$1.64M	+$52.5K	1	1.21%	Increased
537	Steward Partners Investment Advisory New York	$1.63M	-$58.3K	6	0.02%	Reduced
538	Mount Yale Investment Advisors Denver, Colorado	$1.63M	+$44K	2	0.17%	Increased
539	CF CNA Financial Chicago, Illinois	$1.59M	-$31K	1	0.42%	Reduced
540	OR Olympiad Research Stamford, Connecticut	$1.59M	+$606K	2	0.58%	Increased
541	Prospera Financial Services Dallas, Texas	$1.57M	-$198K	3	0.07%	Reduced
542	CAM Cubic Asset Management Boston, Massachusetts	$1.57M	+$1.45M	1	0.36%	New
543	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.57M	-$6.29K	1	0.19%	Reduced
544	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.57M	+$8.19K	7	0%	Increased
545	Algert Global San Francisco, California	$1.56M	$0	2	0.19%	Maintained
546	Quantbot Technologies New York	$1.55M	-$213K	6	0.13%	Reduced
547	SSI Scott & Selber Inc Houston, Texas	$1.55M	+$185	1	0.55%	Increased
548	Vestcor Inc Fredericton, New Brunswick, Canada	$1.54M	+$1.02M	4	0.05%	Increased
549	AT American Trust Lexington, Kentucky	$1.53M	+$1.39M	3	0.12%	New
550	Cetera Advisors Denver, Colorado	$1.5M	+$169K	4	0.03%	Increased