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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	AC AWH Capital Dallas, Texas	$617K	-$1.78M	1	0.55%	Reduced
552	GAA Green Alpha Advisors Niwot, Colorado	$614K	+$69.3K	1	0.47%	Increased
553	Inspire Investing Meridian, Idaho	$612K	+$67.5K	2	0.08%	Increased
554	Mount Yale Investment Advisors Denver, Colorado	$608K	+$176	1	0.07%	Increased
555	OTL Oak Thistle LLC New York	$600K	+$560K	1	0.18%	New
556	Natixis Paris, France	$593K	-$1.08M	4	0%	Reduced
557	MFG MidWestOne Financial Group Iowa City, Iowa	$591K	+$99.8K	1	0.13%	Increased
558	Laird Norton Wetherby Wealth Management San Francisco, California	$589K	+$81.9K	1	0.03%	Increased
559	Diversified Trust Memphis, Tennessee	$588K	+$191K	2	0.02%	Increased
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$583K	-$11.5K	6	0%	Reduced
561	Baird Financial Group Milwaukee, Wisconsin	$579K	+$18.8K	2	0%	Increased
562	GFA Gifford Fong Associates Lafayette, California	$579K	$0	1	0.14%	Maintained
563	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$566K	-$5.92K	1	0.31%	Reduced
564	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$565K	$0	1	0.23%	Maintained
565	SC Saltoro Capital Dallas, Texas	$558K	+$702K	1	0.5%	New
566	Daymark Wealth Partners Cincinnati, Ohio	$557K	-$307K	1	0.04%	Reduced
567	INTECH Investment Management West Palm Beach, Florida	$551K	+$157K	1	0.01%	Increased
568	MC Moors & Cabot Boston, Massachusetts	$549K	+$183K	2	0.04%	Increased
569	DekaBank Deutsche Girozentrale Frankfurt, Germany	$538K	$0	1	0%	Maintained
570	Quadrant Capital Group Cincinnati, Ohio	$538K	+$92.3K	7	0.05%	Increased
571	FSA Fort Sheridan Advisors Highland Park, Illinois	$523K	+$44.1K	1	0.12%	Increased
572	Forum Financial Management Lombard, Illinois	$522K	-$1.25K	1	0.01%	Reduced
573	Asset Management One Tokyo, Japan	$521K	+$172K	3	0%	Increased
574	IAS Insigneo Advisory Services Miami, Florida	$519K	+$243K	2	0.11%	Increased
575	CG Cutler Group San Francisco, California	$518K	-$504K	4	0.05%	Reduced