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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
551	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$326K	+$10.2K	1	0.27%	Increased
552	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$324K	+$346K	1	0.13%	New
553	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$324K	$0	1	0.05%	Maintained
554	Csenge Advisory Group Clearwater, Florida	$318K	+$340K	1	0.08%	New
555	PAM PVG Asset Management Golden, Colorado	$318K	+$338K	2	0.75%	New
556	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$317K	$0	1	0%	Maintained
557	CP Covenant Partners Nashville, Tennessee	$313K	+$322K	1	0.17%	New
558	RHBC R.H. Bluestein & Co Birmingham, Michigan	$310K	$0	1	0.03%	Maintained
559	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$309K	+$10.8K	7	0%	Increased
560	Caption Management Oklahoma City, Oklahoma	$308K	-$57.8K	1	0.02%	Reduced
561	First Citizens Bank & Trust Raleigh, North Carolina	$308K	+$63.3K	1	0.04%	Increased
562	Voloridge Investment Management Jupiter, Florida	$308K	-$4.88M	1	0.01%	Reduced
563	Cetera Advisors Denver, Colorado	$307K	+$22.9K	2	0.02%	Increased
564	AAM Aureus Asset Management Boston, Massachusetts	$306K	$0	1	0.04%	Maintained
565	Bragg Financial Advisors Charlotte, North Carolina	$306K	+$341K	1	0.04%	New
566	PPP Private Portfolio Partners Paramus, New Jersey	$304K	$0	1	0.16%	Maintained
567	PA PSI Advisors Tampa, Florida	$304K	-$6.15K	1	0.28%	Reduced
568	VI Versor Investments New York	$302K	-$761K	1	0.02%	Reduced
569	Cornerstone Investment Partners Atlanta, Georgia	$294K	+$179K	2	0.02%	Increased
570	HS Haafor (Singapore) Singapore	$294K	-$671K	1	0.47%	Reduced
571	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$289K	+$298K	1	0.06%	New
572	United Capital Financial Advisors Irving, Texas	$287K	+$306K	1	0%	New
573	CCM Compton Capital Management Providence, Rhode Island	$286K	-$19.7K	1	0.14%	Reduced
574	AWM Altium Wealth Management Purchase, New York	$284K	+$341K	1	0.04%	New
575	Regions Financial Corp Birmingham, Alabama	$278K	-$30.5K	1	0%	Reduced