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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	RIL Rothschild Investment LLC Chicago, Illinois	$2.46M	+$7.83K	7	0.15%	Increased
552	Danske Bank Copenhagen K, Denmark	$2.45M	-$184K	6	0.01%	Reduced
553	SP SWS Partners Columbus, Ohio	$2.42M	+$60.5K	1	0.65%	Increased
554	Caption Management Oklahoma City, Oklahoma	$2.41M	-$254K	4	0.03%	Reduced
555	DGM Delta Global Management New York	$2.38M	-$13M	1	0.16%	Reduced
556	Kestra Private Wealth Services Austin, Texas	$2.38M	+$412K	3	0.03%	Increased
557	EverSource Wealth Advisors Birmingham, Alabama	$2.37M	+$381K	9	0.11%	Increased
558	RWM Rezny Wealth Management Fort Myers, Florida	$2.28M	+$87.7K	1	0.51%	Increased
559	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.27M	+$15.5K	1	0.27%	Increased
560	Gateway Investment Advisers Cincinnati, Ohio	$2.27M	-$1.32M	2	0.02%	Reduced
561	Polen Capital Management Boca Raton, Florida	$2.26M	+$1.42M	1	0.01%	New
562	FBFS First Business Financial Services Madison, Wisconsin	$2.25M	+$242K	1	0.2%	Increased
563	Focus Partners Wealth Boston, Massachusetts	$2.21M	+$686K	4	0%	Increased
564	SOW State of Wyoming Cheyenne, Wyoming	$2.21M	+$303K	6	0.27%	Increased
565	QCM Qsemble Capital Management New York	$2.2M	+$1.41M	1	0.21%	Increased
566	S Steadtrust Allen, Texas	$2.17M	+$1.75M	1	1.71%	New
567	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.15M	-$2.07M	3	0.24%	Reduced
568	Advisors Asset Management Monument, Colorado	$2.15M	-$120K	7	0.04%	Reduced
569	VI Versor Investments New York	$2.13M	+$548K	4	0.37%	Increased
570	GDCM Galaxy Digital Capital Management New York	$2.11M	-$792	1	1.74%	Reduced
571	BC Bridgefront Capital Austin, Texas	$2.09M	+$1.09M	4	0.56%	Increased
572	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.09M	+$5.47K	1	0.14%	Increased
573	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$2.08M	-$160K	3	0.27%	Reduced
574	Commerce Bank Kansas City, Missouri	$2.07M	$0	2	0.01%	Maintained
575	CUAMC China Universal Asset Management Company Shanghai, China	$2.07M	+$655K	2	0.19%	Increased