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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	SWM Segment Wealth Management Houston, Texas	$2.06M	+$112K	2	0.13%	Increased
577	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$2.04M	-$3.91K	2	0.21%	Reduced
578	OIM Orca Investment Management Roseburg, Oregon	$2.02M	-$137K	1	1.82%	Reduced
579	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2M	+$1.28M	2	0.36%	Increased
580	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.99M	+$121K	3	0%	Increased
581	SignatureFD Atlanta, Georgia	$1.98M	+$126K	8	0.03%	Increased
582	LSC Lesa Sroufe & Co Seattle, Washington	$1.98M	+$67.6K	1	1.82%	Increased
583	KeyBank National Association Cleveland, Ohio	$1.98M	+$429K	4	0.01%	Increased
584	Quadrature Capital London, United Kingdom	$1.98M	+$153K	4	0.03%	Increased
585	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.97M	$0	1	0.07%	Maintained
586	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$1.97M	$0	1	1.18%	Maintained
587	Summit Trail Advisors New York	$1.96M	+$1.61M	4	0.03%	New
588	CFC Coyle Financial Counsel Glenview, Illinois	$1.96M	+$235K	1	0.53%	Increased
589	Maryland State Retirement & Pension System Baltimore, Maryland	$1.95M	+$397K	4	0.04%	Increased
590	RP Riverwater Partners Milwaukee, Wisconsin	$1.87M	+$409K	1	0.88%	Increased
591	KFS Keynote Financial Services Vernon, Connecticut	$1.85M	-$41.1K	2	1.24%	Reduced
592	AssetMark Inc Concord, California	$1.84M	+$1.19M	8	0%	Increased
593	Profund Advisors Bethesda, Maryland	$1.84M	-$49K	4	0.07%	Reduced
594	IFP Advisors Tampa, Florida	$1.81M	+$92.9K	7	0.05%	Increased
595	CIBC Asset Management Toronto, Ontario, Canada	$1.81M	+$153K	5	0.01%	Increased
596	IHT Wealth Management Chicago, Illinois	$1.8M	+$7.45K	3	0.05%	Increased
597	CYG Clean Yield Group Norwich, Vermont	$1.8M	-$263K	1	0.54%	Reduced
598	Oppenheimer & Co New York	$1.8M	-$860K	4	0.02%	Reduced
599	LOAMU Lombard Odier Asset Management (USA) New York	$1.8M	+$218K	1	0.14%	Increased
600	HIM Herald Investment Management London, United Kingdom	$1.79M	$0	1	0.27%	Maintained