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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
601	QT Quantamental Technologies White Plains, New York	$514K	-$419K	1	0.23%	Reduced
602	Kestra Private Wealth Services Austin, Texas	$504K	-$46.5K	2	0.03%	Reduced
603	Coldstream Capital Management Bellevue, Washington	$503K	+$467K	2	0.02%	New
604	FCT First Community Trust Dubuque, Iowa	$499K	-$46.6K	1	0.58%	Reduced
605	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$499K	-$18.5K	1	0.44%	Reduced
606	WAM Westport Asset Management Southport, Connecticut	$496K	$0	1	0.32%	Maintained
607	FSA Fort Sheridan Advisors Highland Park, Illinois	$494K	-$35.8K	1	0.16%	Reduced
608	WCM Washington Capital Management Seattle, Washington	$489K	-$641K	1	0.45%	Reduced
609	Palisade Capital Management Fort Lee, New Jersey	$489K	-$75.8K	1	0.01%	Reduced
610	Putnam Investments Boston, Massachusetts	$478K	-$440	1	0%	Reduced
611	IIM Ironwood Investment Management Boston, Massachusetts	$477K	-$43.5K	1	0.31%	Reduced
612	MLICM Metropolitan Life Insurance Company (MetLife) New York	$473K	+$17.6K	5	0.02%	Increased
613	Inspire Investing Meridian, Idaho	$471K	+$133K	2	0.06%	Increased
614	Ancora Advisors Cleveland, Ohio	$457K	-$91.2K	2	0.01%	Reduced
615	Advisor Partners II Walnut Creek, California	$457K	+$311K	2	0.03%	Increased
616	Corient Private Wealth Miami, Florida	$454K	+$454K	1	0%	New
617	Capital Markets Trading (UK) London, United Kingdom	$447K	-$2.75M	1	0.01%	Reduced
618	Fulton Bank Lancaster, Pennsylvania	$445K	+$129K	2	0.03%	Increased
619	FA Fiducient Advisors Chicago, Illinois	$444K	+$393K	1	0.13%	New
620	AT American Trust Lexington, Kentucky	$433K	-$540K	1	0.04%	Reduced
621	MC Merlin Capital Newport, Rhode Island	$433K	+$42.1K	2	1.06%	Increased
622	H HoyleCohen San Diego, California	$429K	$0	2	0.04%	Maintained
623	VHAM Van Hulzen Asset Management El Dorado Hills, California	$427K	-$159K	1	0.05%	Reduced
624	EVM Evelyn V. Moreno	$419K	$0	2	0.1%	Maintained
625	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$412K	-$3.3K	1	0.05%	Reduced