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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	Envestnet Portfolio Solutions Chicago, Illinois	$1.12M	+$7.85K	3	0%	Increased
527	Cornerstone Investment Partners Atlanta, Georgia	$1.12M	-$387K	3	0.05%	Reduced
528	QCM Qsemble Capital Management New York	$1.1M	+$1.13M	3	0.24%	New
529	First Western Trust Bank Denver, Colorado	$1.09M	$0	1	0.05%	Maintained
530	Fifth Third Bancorp Cincinnati, Ohio	$1.09M	-$407K	7	0%	Reduced
531	Rafferty Asset Management New York	$1.09M	-$452K	1	0%	Reduced
532	Hancock Whitney Gulfport, Mississippi	$1.08M	+$44.1K	1	0.04%	Increased
533	SP SWS Partners Columbus, Ohio	$1.07M	-$14.3K	1	0.32%	Reduced
534	Stratos Wealth Partners Beachwood, Ohio	$1.06M	+$13.4K	3	0.02%	Increased
535	Benjamin F. Edwards & Company St. Louis, Missouri	$1.05M	+$1.06M	3	0.02%	Increased
536	Ethic Inc New York	$1.05M	+$373K	2	0.03%	Increased
537	OTL Oak Thistle LLC New York	$1.05M	-$1.02M	2	0.94%	Reduced
538	Proficio Capital Partners Newton, Massachusetts	$1.03M	+$1.09M	1	0.11%	New
539	PL Polianta Ltd St Helier, Jersey	$1.02M	+$921K	1	0.5%	New
540	Romano Brothers & Co Evanston, Illinois	$1.01M	-$55.9K	1	0.14%	Reduced
541	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.01M	+$298K	5	0%	Increased
542	QRG Capital Management Chicago, Illinois	$1M	+$349K	2	0.01%	Increased
543	First Trust Direct Indexing Boston, Massachusetts	$996K	-$39.5K	2	0.07%	Reduced
544	Janney Capital Management Pittsburgh, Pennsylvania	$990K	-$6.46K	2	0.07%	Reduced
545	HAM Harber Asset Management Asheville, North Carolina	$985K	-$7.7M	1	0.24%	Reduced
546	Burney Company Reston, Virginia	$984K	-$98.9K	1	0.04%	Reduced
547	Tocqueville Asset Management New York	$971K	-$14.8M	2	0.02%	Reduced
548	Baird Financial Group Milwaukee, Wisconsin	$969K	-$73.3K	2	0%	Reduced
549	Twin Tree Management Dallas, Texas	$964K	-$902K	1	0%	Reduced
550	IMA Advisory Services Denver, Colorado	$962K	-$6K	1	0.45%	Reduced