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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$528K	+$8.68K	5	0.02%	Increased
577	Asset Management One Tokyo, Japan	$524K	-$79.6K	3	0%	Reduced
578	PFM Premier Fund Managers Guildford, United Kingdom	$521K	$0	1	0.02%	Maintained
579	EIM Essex Investment Management Boston, Massachusetts	$502K	$0	1	0.1%	Maintained
580	CIC Cornercap Investment Counsel Atlanta, Georgia	$501K	+$491K	1	0.08%	New
581	Smithfield Trust Pittsburgh, Pennsylvania	$500K	$0	2	0.03%	Maintained
582	WAM Westport Asset Management Southport, Connecticut	$498K	$0	1	0.27%	Maintained
583	PRC Pearl River Capital Niles, Michigan	$497K	-$159K	1	0.08%	Reduced
584	H HoyleCohen San Diego, California	$493K	$0	2	0.04%	Maintained
585	Level Four Advisory Services Dallas, Texas	$488K	-$246K	1	0.03%	Reduced
586	Caption Management Oklahoma City, Oklahoma	$487K	+$425K	1	0.01%	New
587	AR Advisory Research Chicago, Illinois	$477K	+$417K	1	0.07%	New
588	SWA Stratos Wealth Advisors Beachwood, Ohio	$470K	+$189K	2	0.03%	Increased
589	AAM Aureus Asset Management Boston, Massachusetts	$468K	$0	1	0.03%	Maintained
590	Mission Wealth Management Santa Barbara, California	$457K	+$211K	2	0.01%	Increased
591	RSC Red Spruce Capital Berwyn, Pennsylvania	$451K	-$34.6K	1	0.23%	Reduced
592	ADL Asset Dedication LLC San Francisco, California	$450K	+$289K	3	0.04%	Increased
593	HWM Hohimer Wealth Management Seattle, Washington	$436K	+$2.2K	2	0.11%	Increased
594	Cetera Investment Advisers Schaumburg, Illinois	$431K	-$558K	2	0%	Reduced
595	GC GMT Capital Atlanta, Georgia	$424K	$0	1	0.02%	Maintained
596	Coldstream Capital Management Bellevue, Washington	$414K	+$385K	2	0.01%	New
597	Principal Securities Des Moines, Iowa	$410K	+$392K	6	0.02%	New
598	OP ORG Partners Roanoke, Indiana	$409K	-$19.3K	3	0.07%	Reduced
599	Quadrant Capital Group Cincinnati, Ohio	$405K	-$129K	7	0.03%	Reduced
600	WCA Westover Capital Advisors Wilmington, Delaware	$403K	$0	1	0.13%	Maintained