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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	SFP Sweet Financial Partners Fairmont, Minnesota	$361K	-$3.81K	1	0.1%	Reduced
627	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$360K	$0	1	0.3%	Maintained
628	VI Versor Investments New York	$359K	+$323K	1	0.07%	Increased
629	MAI Capital Management Independence, Ohio	$356K	-$535K	2	0.01%	Reduced
630	PEA Park Edge Advisors Cleveland, Ohio	$353K	+$104K	1	0.13%	Increased
631	Advisors Asset Management Monument, Colorado	$352K	+$200K	4	0.01%	Increased
632	AAM Aureus Asset Management Boston, Massachusetts	$351K	$0	1	0.03%	Maintained
633	FFL Future Fund LLC Chicago, Illinois	$349K	-$22.2K	1	0.97%	Reduced
634	Marex Group London,	$348K	+$438K	1	0.05%	New
635	QT Quantamental Technologies White Plains, New York	$345K	-$39.4K	1	0.32%	Reduced
636	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$343K	-$44.2K	1	0.06%	Reduced
637	Parallel Advisors San Francisco, California	$340K	-$17.5K	8	0.01%	Reduced
638	SW Solidarity Wealth Lehi, Utah	$339K	-$6.38K	1	0.12%	Reduced
639	LAS Lloyd Advisory Services Suwanee, Georgia	$339K	+$316K	1	0.11%	New
640	NG Norden Group Provo, Utah	$339K	+$316K	1	0.11%	New
641	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$332K	+$160K	1	0.09%	Increased
642	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$329K	$0	1	0.07%	Maintained
643	PA PSI Advisors Tampa, Florida	$328K	-$43.6K	2	0.14%	Reduced
644	BC Bridgefront Capital Austin, Texas	$324K	+$49.3K	1	0.23%	Increased
645	Stephens Inc Little Rock, Arkansas	$323K	+$218K	3	0.01%	Increased
646	ABLA Alan B. Lancz & Associates Toledo, Ohio	$318K	-$33.9K	1	0.36%	Reduced
647	SM Scoggin Management New York	$317K	+$307K	1	0.13%	New
648	Carson Wealth (CWM LLC) Omaha, Nebraska	$315K	+$3.57K	9	0%	Increased
649	EHAM Eagle Harbor Asset Management Seattle, Washington	$311K	+$43.4K	1	0.41%	Increased
650	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$310K	+$390K	1	0.03%	New