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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
676	OneDigital Investment Advisors Overland Park, Kansas	$68K	+$25.1K	2	0.02%	Increased
677	WCM Wallace Capital Management Dallas, Texas	$68K	$0	1	0.01%	Maintained
678	CCM Condor Capital Management Martinsville, New Jersey	$65K	+$67.6K	1	0.01%	New
679	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$65K	-$98.3K	1	0.01%	Reduced
680	SFSIG San Francisco Sentry Investment Group San Francisco, California	$65K	+$2.38K	2	0.02%	Increased
681	Scotia Capital Toronto, Ontario, Canada	$63K	$0	1	0%	Maintained
682	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$62.7K	+$640	1	0%	Increased
683	FAM Formidable Asset Management Cincinnati, Ohio	$61K	+$64K	1	0.03%	New
684	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$61K	-$26.6K	1	0.07%	Reduced
685	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$61K	$0	1	0.01%	Maintained
686	VanEck Associates New York	$61K	+$11.7K	1	0%	Increased
687	BA Bristol Advisors Conshohocken, Pennsylvania	$60K	$0	1	0.06%	Maintained
688	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$60K	-$622	1	0.01%	Reduced
689	EA Evanston Advisors Schaumburg, Illinois	$60K	$0	1	0.01%	Maintained
690	PHS Pekin Hardy Strauss Chicago, Illinois	$60K	+$62.7K	1	0.01%	New
691	BTIS BB&T Investment Services Charlotte, North Carolina	$59K	+$4.37K	2	0.01%	Increased
692	Simon Quick Advisors Morristown, New Jersey	$59K	+$56.3K	2	0.02%	New
693	FCB First Command Bank Fort Worth, Texas	$57K	-$20.5K	2	0.04%	Reduced
694	FCFS First Command Financial Services Fort Worth, Texas	$57K	-$20.5K	2	0.04%	Reduced
695	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$56K	-$335K	1	0.01%	Reduced
696	SCM Segantii Capital Management Hong Kong	$54K	$0	1	0.02%	Maintained
697	PMFA Plante Moran Financial Advisors Southfield, Michigan	$53K	-$39.4K	1	0.03%	Reduced
698	LJHT Laurie J. Hall Trustee	$52.8K	$0	3	0.03%	Maintained
699	MAM Meeder Asset Management Dublin, Ohio	$52K	-$4.65K	3	0.01%	Reduced
700	MUFG Americas New York	$52K	+$9.43K	3	0%	Increased