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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
576	Menora Mivtachim Holdings Ramat Gan, Israel	$147K	+$61.3K	1	0.01%	Increased
577	CPA Court Place Advisors Ellicott City, Maryland	$145K	-$5.66K	1	0.08%	Reduced
578	Cambridge Investment Research Advisors Fairfield, Iowa	$142K	-$324K	1	0%	Reduced
579	WIS Wright Investors Service Shelton, Connecticut	$133K	+$130K	1	0.06%	New
580	Parallax Volatility Advisers San Francisco, California	$132K	-$852K	5	0%	Reduced
581	UR USCA RIA Houston, Texas	$132K	-$54.8K	1	0.02%	Reduced
582	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$125K	+$123K	1	0.06%	New
583	People's United Financial Bridgeport, Connecticut	$122K	$0	2	0%	Maintained
584	Cornerstone Investment Partners Atlanta, Georgia	$120K	+$118K	1	0%	New
585	PFA Paradigm Financial Advisors Des Peres, Missouri	$120K	+$118K	1	0.07%	New
586	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$118K	-$2.33K	1	0.03%	Reduced
587	Raymond James Trust St. Petersburg, Florida	$116K	-$1.46K	1	0.01%	Reduced
588	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$115K	+$142K	1	0.01%	New
589	FCI Financial Counselors Inc Overland Park, Kansas	$113K	+$111K	1	0.01%	New
590	CIBC World Market Toronto, Ontario, Canada	$112K	-$3.04M	1	0%	Reduced
591	CCA Checchi Capital Advisers Beverly Hills, California	$109K	+$4.36K	1	0.01%	Increased
592	Smithfield Trust Pittsburgh, Pennsylvania	$104K	$0	1	0.02%	Maintained
593	GS Girard Securities San Diego, California	$101K	-$11K	1	0.09%	Reduced
594	SFSIG San Francisco Sentry Investment Group San Francisco, California	$101K	+$99K	1	0.06%	New
595	AIA AIMZ Investment Advisors Los Altos, California	$98K	-$1.41K	1	0.09%	Reduced
596	Prospera Financial Services Dallas, Texas	$98K	+$5.61K	1	0.02%	Increased
597	AIM Anchor Investment Management Columbia, South Carolina	$91.5K	+$89.6K	1	0.03%	Increased
598	NFG Next Financial Group Houston, Texas	$91K	+$58.7K	4	0.02%	Increased
599	CCB Cutter & Co Brokerage Ballwin, Missouri	$89K	+$10.8K	1	0.04%	Increased
600	NA Neuburgh Advisers Los Angeles, California	$84K	+$74.8K	1	0%	New