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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	MFG MidWestOne Financial Group Iowa City, Iowa	$592K	+$587K	1	0.13%	New
577	Private Advisor Group Morristown, New Jersey	$581K	+$161K	2	0.03%	Increased
578	GTCM Gyon Technologies Capital Management Denville, New Jersey	$580K	-$158K	1	0.22%	Reduced
579	Belpointe Asset Management Reno, Nevada	$573K	-$408K	8	0.03%	Reduced
580	Capstone Investment Advisors New York	$572K	+$492K	1	0%	Increased
581	Americana Partners Houston, Texas	$567K	$0	1	0.1%	Maintained
582	Baird Financial Group Milwaukee, Wisconsin	$564K	+$279K	1	0%	Increased
583	WWP WR Wealth Planners Columbia, Missouri	$561K	-$104K	3	0.35%	Reduced
584	AIM Aigen Investment Management New York	$555K	+$654K	1	0.08%	New
585	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$555K	-$670K	1	0.61%	Reduced
586	Hillsdale Investment Management Toronto, Ontario, Canada	$554K	-$131K	1	0.05%	Reduced
587	Stratos Wealth Partners Beachwood, Ohio	$553K	-$219K	1	0.01%	Reduced
588	SPP Single Point Partners Boston, Massachusetts	$552K	+$171K	1	0.13%	Increased
589	TW TrinityPoint Wealth Milford, Connecticut	$551K	-$124K	1	0.13%	Reduced
590	Quadrant Capital Group Cincinnati, Ohio	$547K	+$58.7K	7	0.06%	Increased
591	Employees Retirement System of Texas Austin, Texas	$545K	$0	1	0.01%	Maintained
592	Asset Management One Tokyo, Japan	$545K	+$137K	2	0%	Increased
593	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$540K	-$6.36M	1	0%	Reduced
594	Veritable Wilmington, Delaware	$535K	+$430K	2	0.01%	Increased
595	Group One Trading Chicago, Illinois	$534K	-$2.28M	7	0%	Reduced
596	ABLA Alan B. Lancz & Associates Toledo, Ohio	$531K	$0	1	0.54%	Maintained
597	Grimes & Company Westborough, Massachusetts	$528K	-$8.25M	1	0.02%	Reduced
598	RIM Regent Investment Management Louisville, Kentucky	$522K	-$13.6K	2	0.14%	Reduced
599	CCM CAAS Capital Management New York	$522K	+$614K	1	0.03%	New
600	Quadrature Capital London, United Kingdom	$518K	-$93.4K	2	0.02%	Reduced