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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	SRA Secured Retirement Advisors St Louis Park, Minnesota	$898K	-$13.3K	1	0.58%	Reduced
627	SST S Squared Technology New York	$898K	-$6.12M	1	0.46%	Reduced
628	IAS IMA Advisory Services Denver, Colorado	$892K	-$63.5K	1	0.11%	Reduced
629	IFP Advisors Tampa, Florida	$865K	+$696K	9	0.03%	Increased
630	TL Tradewinds LLC Raleigh, North Carolina	$857K	+$556K	2	0.24%	Increased
631	PCM Perkins Capital Management Wayzata, Minnesota	$855K	$0	1	0.9%	Maintained
632	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$851K	-$656K	1	0.03%	Reduced
633	OTL Oak Thistle LLC New York	$847K	+$404K	1	0.17%	Increased
634	IIM Ironwood Investment Management Boston, Massachusetts	$837K	-$4.39K	1	0.46%	Reduced
635	JCM Janney Capital Management Pittsburgh, Pennsylvania	$836K	-$96.1K	2	0.06%	Reduced
636	CIBC World Market Toronto, Ontario, Canada	$830K	-$255K	3	0%	Reduced
637	Advisory Services Network Atlanta, Georgia	$823K	+$475K	3	0.02%	Increased
638	Synovus Financial Columbus, Georgia	$818K	$0	1	0.01%	Maintained
639	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$817K	+$42.6K	1	0.41%	Increased
640	ECM Everence Capital Management Goshen, Indiana	$798K	+$528K	2	0.05%	Increased
641	KPF K2 Principal Fund Toronto, Ontario, Canada	$786K	-$783K	1	0.1%	Reduced
642	Mission Wealth Management Santa Barbara, California	$772K	+$12.8K	2	0.02%	Increased
643	VI Versor Investments New York	$768K	-$59.4K	1	0.13%	Reduced
644	FG Formula Growth Montreal, Quebec, Canada	$768K	+$1.26M	1	0.31%	New
645	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$766K	$0	1	0.01%	Maintained
646	AAM Aureus Asset Management Boston, Massachusetts	$766K	-$58K	1	0.05%	Reduced
647	CIBC Private Wealth Group Atlanta, Georgia	$749K	+$1.1M	6	0%	Increased
648	FSA Fort Sheridan Advisors Highland Park, Illinois	$745K	-$247K	1	0.11%	Reduced
649	Blue Trust Inc Alpharetta, Georgia	$742K	+$561K	5	0.01%	Increased
650	Greenleaf Trust Kalamazoo, Michigan	$742K	+$92.9K	3	0.01%	Increased