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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
651	KI Kula Investments Chicago, Illinois	$367K	+$401K	1	0.09%	New
652	OGC One68 Global Capital New York	$365K	+$342K	1	0.52%	New
653	FIA FNY Investment Advisers New York	$364K	+$350K	2	0.42%	New
654	Beacon Pointe Advisors Newport Beach, California	$361K	-$13.6K	1	0.01%	Reduced
655	IFU iSAM Funds (UK) London, United Kingdom	$355K	+$337K	1	0.45%	New
656	CIM CIM Investment Management Pittsburgh, Pennsylvania	$354K	+$13.1K	1	0.13%	Increased
657	Steward Partners Investment Advisory New York	$351K	+$15.8K	5	0.01%	Increased
658	SWRP Summit Wealth & Retirement Planning San Ramon, California	$350K	+$374K	1	0.13%	New
659	SPM Symmetry Peak Management Radnor, Pennsylvania	$349K	+$75.3K	1	0.08%	Increased
660	GA Greenspring Advisors Towson, Maryland	$349K	$0	1	0.08%	Maintained
661	QC Quent Capital New York	$348K	$0	4	0.06%	Maintained
662	Integrated Wealth Concepts Waltham, Massachusetts	$345K	+$256K	2	0.01%	Increased
663	SFP Sweet Financial Partners Fairmont, Minnesota	$342K	-$63.8K	1	0.09%	Reduced
664	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$341K	-$474K	1	0.35%	Reduced
665	Chicago Partners Investment Group Chicago, Illinois	$340K	+$409K	1	0.02%	New
666	Carson Wealth (CWM LLC) Omaha, Nebraska	$334K	-$56.7K	7	0%	Reduced
667	O'Shaughnessy Asset Management Stamford, Connecticut	$331K	-$74.8K	2	0.01%	Reduced
668	QIM Quantitative Investment Management Charlottesville, Virginia	$331K	+$318K	1	0.07%	New
669	GLR Great Lakes Retirement Sandusky, Ohio	$330K	+$314K	1	0.06%	New
670	CreativeOne Wealth Overland Park, Kansas	$328K	+$4.45K	2	0.02%	Increased
671	Stephens Inc Little Rock, Arkansas	$326K	+$27.2K	2	0.01%	Increased
672	KC Knuff & Co Foster City, California	$325K	-$1M	1	0.13%	Reduced
673	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$325K	$0	1	0.12%	Maintained
674	OTL Oak Thistle LLC New York	$320K	-$440K	1	0.19%	Reduced
675	WWM Wolff Wiese Magana Carslbad, California	$313K	+$112K	3	0.25%	Increased