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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
626	Quadrant Capital Group Cincinnati, Ohio	$160K	+$72.2K	5	0.07%	Increased
627	CCA Checchi Capital Advisers Beverly Hills, California	$158K	-$16.1K	1	0.02%	Reduced
628	CIM Contravisory Investment Management Norwell, Massachusetts	$155K	$0	1	0.06%	Maintained
629	Pendal Group Sydney, Australia	$152K	+$24.2K	2	0%	Increased
630	BOK Financial Tulsa, Oklahoma	$151K	+$42.3K	1	0%	Increased
631	Cornerstone Investment Partners Atlanta, Georgia	$149K	$0	1	0.01%	Maintained
632	FCM Flinton Capital Management Philadelphia, Pennsylvania	$149K	+$31.2K	1	0.01%	Increased
633	SGA Strategic Global Advisors Newport Beach, California	$143K	+$148K	1	0.05%	New
634	PCA Peddock Capital Advisors Braintree, Massachusetts	$142K	$0	2	0.07%	Maintained
635	CIBC World Market Toronto, Ontario, Canada	$141K	-$18.7K	1	0%	Reduced
636	CCB Cutter & Co Brokerage Ballwin, Missouri	$138K	$0	1	0.05%	Maintained
637	FCI Financial Counselors Inc Overland Park, Kansas	$138K	-$932	1	0.01%	Reduced
638	Raymond James Trust St. Petersburg, Florida	$135K	-$222K	1	0.01%	Reduced
639	Davenport & Co Richmond, Virginia	$133K	-$2.4M	1	0%	Reduced
640	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$127K	-$3.45M	1	0.02%	Reduced
641	Wealthspire Advisors (Maryland) Potomac, Maryland	$125K	+$34.1K	8	0.01%	Increased
642	GS Girard Securities San Diego, California	$124K	-$1.93K	1	0.11%	Reduced
643	IFWM Institute for Wealth Management Denver, Colorado	$123K	+$11.3K	1	0.04%	Increased
644	AIA AIMZ Investment Advisors Los Altos, California	$122K	$0	1	0.1%	Maintained
645	Atria Investments Charlotte, North Carolina	$119K	+$27.7K	1	0.01%	Increased
646	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$110K	-$6.43K	1	0.08%	Reduced
647	MC Miles Capital West Des Moines, Iowa	$107K	$0	1	0.06%	Maintained
648	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$107K	-$21.7K	4	0%	Reduced
649	Trexquant Investment Stamford, Connecticut	$105K	-$1.1M	1	0.03%	Reduced
650	SWA Sutton Wealth Advisors Tampa, Florida	$105K	-$3.9K	4	0.08%	Reduced