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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	Smithfield Trust Pittsburgh, Pennsylvania	$152K	-$9K	1	0.02%	Reduced
577	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$149K	$0	1	0.07%	Maintained
578	Parallel Advisors San Francisco, California	$148K	+$126K	4	0.02%	Increased
579	Cornerstone Investment Partners Atlanta, Georgia	$144K	$0	1	0.01%	Maintained
580	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$142K	$0	1	0.09%	Maintained
581	John W. Bristol & Co New York	$141K	$0	1	0%	Maintained
582	CCB Cutter & Co Brokerage Ballwin, Missouri	$140K	+$5.33K	1	0.05%	Increased
583	CCA Checchi Capital Advisers Beverly Hills, California	$137K	+$36.4K	1	0.02%	Increased
584	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$136K	+$24.1K	1	0.02%	Increased
585	AIA AIMZ Investment Advisors Los Altos, California	$135K	+$1.77K	1	0.1%	Increased
586	CPA Court Place Advisors Ellicott City, Maryland	$135K	$0	1	0.06%	Maintained
587	United Capital Financial Advisors Irving, Texas	$132K	+$20K	1	0%	Increased
588	Raymond James Trust St. Petersburg, Florida	$130K	$0	1	0.01%	Maintained
589	Old National Bancorp Evansville, Indiana	$129K	+$133K	1	0.01%	New
590	FCM Flinton Capital Management Philadelphia, Pennsylvania	$128K	$0	1	0%	Maintained
591	BCM Bluefin Capital Management New York	$127K	+$130K	1	0.01%	New
592	FCI Financial Counselors Inc Overland Park, Kansas	$126K	-$4.43K	1	0.01%	Reduced
593	Mount Yale Investment Advisors Denver, Colorado	$126K	+$16K	2	0.02%	Increased
594	Advisory Services Network Atlanta, Georgia	$123K	+$10.6K	5	0.01%	Increased
595	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$122K	-$205K	1	0.01%	Reduced
596	AP Advisor Partners Walnut Creek, California	$116K	+$19.1K	1	0.02%	Increased
597	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$115K	-$5.91K	1	0.01%	Reduced
598	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$114K	$0	1	0.03%	Maintained
599	Quadrant Capital Group Cincinnati, Ohio	$111K	+$18.1K	6	0.04%	Increased
600	FAM Fortaleza Asset Management Chicago, Illinois	$110K	+$113K	1	0.89%	New