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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	MNBTD Moody National Bank Trust Division Galveston, Texas	$320K	-$6.28K	1	0.01%	Reduced
577	Cetera Advisors Denver, Colorado	$319K	-$7.51K	2	0.01%	Reduced
578	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$319K	-$158K	2	0.29%	Reduced
579	HCM Hodges Capital Management Dallas, Texas	$319K	+$263K	1	0.04%	New
580	WA WealthTrust Axiom Wayne, Pennsylvania	$315K	+$3.72K	2	0.11%	Increased
581	Allstate Corporation Northbrook, Illinois	$309K	+$276K	1	0.01%	New
582	Cetera Advisor Networks El Segundo, California	$306K	+$124K	1	0.01%	Increased
583	BAM Blueshift Asset Management Red Bank, New Jersey	$305K	-$2.01M	1	0.03%	Reduced
584	Steward Partners Investment Advisory New York	$299K	-$22.7K	6	0.01%	Reduced
585	Lido Advisors Los Angeles, California	$298K	-$74.1K	1	0.01%	Reduced
586	Parallel Advisors San Francisco, California	$298K	-$6.7K	4	0.02%	Reduced
587	Stephens Inc Little Rock, Arkansas	$298K	-$195K	2	0.01%	Reduced
588	I2I Insight 2811 Inc Chicago, Illinois	$294K	+$312K	1	0.19%	New
589	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$292K	-$17.4K	4	0.19%	Reduced
590	RIM Regent Investment Management Louisville, Kentucky	$281K	-$19.1K	1	0.09%	Reduced
591	Utah Retirement Systems Salt Lake City, Utah	$277K	$0	1	0%	Maintained
592	PFM Parsec Financial Management Asheville, North Carolina	$273K	+$289K	1	0.02%	New
593	STB S&T Bank Indiana, Pennsylvania	$269K	$0	1	0.06%	Maintained
594	LJAC L.J. Altfest & Co New York	$268K	+$284K	1	0.07%	New
595	CPP Crow Point Partners Boston, Massachusetts	$267K	-$205K	1	0.42%	Reduced
596	First Citizens Bank & Trust Raleigh, North Carolina	$265K	-$1.66M	1	0.03%	Reduced
597	OSIA O'Shares Investment Advisers Boston, Massachusetts	$263K	+$3.46K	1	0.04%	Increased
598	HighPoint Advisor Group Downers Grove, Illinois	$262K	+$111K	2	0.05%	Increased
599	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$253K	+$227K	1	0.04%	New
600	AIM Anchor Investment Management Columbia, South Carolina	$249K	+$210K	2	0.05%	Increased