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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	Swiss Life Asset Management Zurich,	$1.26M	+$977K	4	0.01%	New
652	FSA Fort Sheridan Advisors Highland Park, Illinois	$1.26M	+$206K	2	0.18%	Increased
653	Pacer Advisors Malvern, Pennsylvania	$1.25M	-$1.07M	4	0%	Reduced
654	Synovus Financial Columbus, Georgia	$1.25M	$0	1	0.02%	Maintained
655	Erste Asset Management Vienna, Austria	$1.24M	+$1.02M	1	0.01%	New
656	Fifth Third Wealth Advisors Cincinnati, Ohio	$1.23M	+$363K	4	0.05%	Increased
657	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$1.23M	+$340K	1	1.15%	Increased
658	First Citizens Bank & Trust Raleigh, North Carolina	$1.23M	+$708K	1	0.02%	Increased
659	SRA Secured Retirement Advisors St Louis Park, Minnesota	$1.23M	-$4.32K	1	0.73%	Reduced
660	Sequoia Financial Advisors Akron, Ohio	$1.23M	+$672K	4	0.01%	Increased
661	BOK Financial Tulsa, Oklahoma	$1.22M	-$845K	3	0.02%	Reduced
662	LBWM Left Brain Wealth Management Naperville, Illinois	$1.22M	+$324K	1	0.43%	Increased
663	Blue Trust Inc Alpharetta, Georgia	$1.22M	+$111K	6	0.01%	Increased
664	SOS Silver Oak Securities Jackson, Tennessee	$1.21M	+$667K	1	0.1%	Increased
665	NRD Nebula Research & Development New York	$1.2M	-$1.77M	2	0.1%	Reduced
666	EC Eleva Capital Paris, France	$1.18M	+$953K	1	0.25%	New
667	SC Savoie Capital Chicago, Illinois	$1.17M	$0	1	0.14%	Maintained
668	Scotia Capital Toronto, Ontario, Canada	$1.16M	+$367K	3	0.01%	Increased
669	EAM EFG Asset Management Portland, Oregon	$1.15M	+$726K	1	0.16%	New
670	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.15M	-$295K	1	0.01%	Reduced
671	BAM Bosun Asset Management Chicago, Illinois	$1.14M	+$90.2K	1	0.34%	Increased
672	RCM Ratan Capital Management Miami Beach, Florida	$1.14M	-$7.08M	1	0.52%	Reduced
673	ECM Everence Capital Management Goshen, Indiana	$1.13M	-$295K	3	0.07%	Reduced
674	Cantor Fitzgerald New York	$1.12M	+$457K	2	0.02%	Increased
675	Jupiter Asset Management London, United Kingdom	$1.12M	$0	1	0.01%	Maintained