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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	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$289K	-$7.89K	1	0.11%	Reduced
627	FHA Flagship Harbor Advisors Boston, Massachusetts	$288K	+$205K	4	0.06%	Increased
628	AAP Ardsley Advisory Partners Stamford, Connecticut	$283K	-$144K	1	0.05%	Reduced
629	CMANY Capital Management Associates (New York) New York	$283K	+$240K	1	0.44%	New
630	Forvis Mazars Wealth Advisors Springfield, Missouri	$283K	+$240K	1	0.02%	New
631	NL NWAM LLC Mercer Island, Washington	$283K	-$1.36K	1	0.06%	Reduced
632	Old National Bancorp Evansville, Indiana	$283K	+$181K	1	0.01%	Increased
633	RIM Regent Investment Management Louisville, Kentucky	$283K	-$169K	1	0.09%	Reduced
634	CCM Concourse Capital Management Atlanta, Georgia	$280K	+$298K	1	0.28%	New
635	Brown Advisory Baltimore, Maryland	$277K	-$6.76K	1	0%	Reduced
636	TAM Tiverton Asset Management Wilimington, Delaware	$274K	+$285K	1	0.01%	New
637	WA Winfield Associates Cleveland, Ohio	$271K	+$269K	1	0.14%	New
638	MAI Capital Management Independence, Ohio	$270K	-$32.4K	1	0.01%	Reduced
639	Glenmede Trust Philadelphia, Pennsylvania	$265K	+$171K	8	0%	Increased
640	BDF Balasa Dinverno & Foltz	$264K	-$22.3K	1	0.03%	Reduced
641	D.A. Davidson & Co Great Falls, Montana	$264K	+$224K	1	0%	New
642	Avior Wealth Management Omaha, Nebraska	$260K	+$72K	2	0.06%	Increased
643	HighPoint Advisor Group Downers Grove, Illinois	$257K	+$277K	1	0.06%	New
644	Quadrant Capital Group Cincinnati, Ohio	$257K	+$16.6K	6	0.05%	Increased
645	JIR James Investment Research Alpha, Ohio	$256K	$0	2	0.02%	Maintained
646	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$254K	-$23.2K	5	0%	Reduced
647	PRC Pearl River Capital Niles, Michigan	$254K	+$235K	2	0.63%	Increased
648	Smithfield Trust Pittsburgh, Pennsylvania	$254K	$0	2	0.03%	Maintained
649	WRBC W.R. Berkley Corp Greenwich, Connecticut	$253K	+$251K	1	0.05%	New
650	Marshall Wace North America New York	$250K	-$5.34M	1	0%	Reduced