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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	D.A. Davidson & Co Great Falls, Montana	$634K	+$594K	1	0.01%	New
577	MGO One Seven Beachwood, Ohio	$627K	-$153K	1	0.16%	Reduced
578	Brookstone Capital Management Wheaton, Illinois	$624K	-$95.5K	1	0.04%	Reduced
579	Wedbush Securities Los Angeles, California	$624K	+$17.9K	2	0.06%	Increased
580	AWM Altium Wealth Management Purchase, New York	$621K	+$187K	1	0.07%	Increased
581	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$620K	-$201K	1	0.2%	Reduced
582	Quilter Plc London, United Kingdom	$612K	$0	1	0.03%	Maintained
583	CI Cigna Investments Bloomfield, Connecticut	$603K	+$24.6K	3	0.06%	Increased
584	Utah Retirement Systems Salt Lake City, Utah	$599K	+$236K	2	0.01%	Increased
585	Avidian Wealth Enterprises Houston, Texas	$592K	+$544K	1	0.08%	New
586	Palisade Capital Management Fort Lee, New Jersey	$592K	-$13.7K	1	0.02%	Reduced
587	WAM World Asset Management Detroit, Michigan	$583K	-$170K	2	0.06%	Reduced
588	VWA V Wealth Advisors Overland Park, Kansas	$582K	+$535K	1	0.15%	New
589	PL Parkwood LLC Cleveland, Ohio	$581K	+$488K	1	0.1%	New
590	Laird Norton Wetherby Wealth Management San Francisco, California	$578K	+$311K	1	0.05%	Increased
591	Synovus Financial Columbus, Georgia	$566K	-$63.7K	4	0.01%	Reduced
592	WAM Wakefield Asset Management Englewood, Colorado	$541K	+$525K	1	0.26%	New
593	Great Valley Advisor Group Wilmington, Delaware	$540K	+$80.5K	2	0.09%	Increased
594	Cetera Advisor Networks El Segundo, California	$539K	+$208K	5	0.01%	Increased
595	RIM Regent Investment Management Louisville, Kentucky	$534K	+$166K	2	0.18%	Increased
596	CIBC Asset Management Toronto, Ontario, Canada	$531K	$0	2	0%	Maintained
597	Stephens Inc Little Rock, Arkansas	$530K	+$375K	3	0.01%	Increased
598	TM Tiger Management New York	$529K	+$495K	1	0.15%	New
599	Meitav Investment House Bene-Beraq, Israel	$521K	+$53K	2	0.03%	Increased
600	Dana Investment Advisors Waukesha, Wisconsin	$519K	+$476K	1	0.03%	New