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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	FIM Freedom Investment Management Hartford, Connecticut	$891K	-$78.8K	2	0.1%	Reduced
527	AFAS Acorn Financial Advisory Services Reston, Virginia	$889K	+$118K	1	0.21%	Increased
528	Jefferies Group New York	$888K	-$58.2K	1	0.01%	Reduced
529	FA FDx Advisors Chicago, Illinois	$883K	-$81K	4	0.04%	Reduced
530	AT American Trust Lexington, Kentucky	$879K	-$22.6K	3	0.07%	Reduced
531	TW TrinityPoint Wealth Milford, Connecticut	$863K	+$8.7K	1	0.2%	Increased
532	Carnegie Investment Counsel Pepper Pike, Ohio	$858K	$0	1	0.04%	Maintained
533	Cornerstone Investment Partners Atlanta, Georgia	$841K	+$1.98K	2	0.06%	Increased
534	KTA Keeley-Teton Advisors Chicago, Illinois	$834K	+$166K	2	0.11%	Increased
535	NewEdge Advisors New Orleans, Louisiana	$827K	+$75.3K	2	0.01%	Increased
536	Mount Yale Investment Advisors Denver, Colorado	$826K	+$221K	2	0.11%	Increased
537	HWM Hohimer Wealth Management Seattle, Washington	$822K	-$13.6K	2	0.26%	Reduced
538	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$817K	+$864K	1	0.38%	New
539	Focus Financial Network Minneapolis, Minnesota	$816K	-$27.3K	1	0.07%	Reduced
540	GAA Green Alpha Advisors Niwot, Colorado	$815K	+$5.63K	1	0.69%	Increased
541	Putnam Investments Boston, Massachusetts	$815K	-$2.23M	1	0%	Reduced
542	Private Advisor Group Morristown, New Jersey	$812K	-$1.73M	2	0.01%	Reduced
543	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$807K	$0	1	0.11%	Maintained
544	SSI Scott & Selber Inc Houston, Texas	$798K	+$1.2K	1	0.38%	Increased
545	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$795K	+$779K	2	0.3%	Increased
546	Nissay Asset Management Tokyo, Japan	$795K	+$417K	1	0.01%	Increased
547	WAM Werlinich Asset Management Stamford, Connecticut	$790K	-$13.3K	1	0.81%	Reduced
548	CF CNA Financial Chicago, Illinois	$790K	-$159K	1	0.3%	Reduced
549	KeyBank National Association Cleveland, Ohio	$787K	-$7.99K	3	0%	Reduced
550	Rafferty Asset Management New York	$787K	+$25.5K	1	0.01%	Increased