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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	Wealthspire Advisors (Maryland) Potomac, Maryland	$64K	-$8.09K	5	0.01%	Reduced
677	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$61K	-$20.5K	2	0%	Reduced
678	Great Valley Advisor Group Wilmington, Delaware	$60K	+$57.6K	1	0.02%	New
679	Huntington National Bank Columbus, Ohio	$60K	+$26.8K	3	0%	Increased
680	NFG Next Financial Group Houston, Texas	$60K	+$35K	5	0.01%	Increased
681	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$60K	-$1.06M	3	0.02%	Reduced
682	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$60K	-$56	1	0%	Reduced
683	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$59K	$0	1	0.01%	Maintained
684	BOK Financial Tulsa, Oklahoma	$58K	+$56.2K	1	0%	New
685	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$58K	$0	1	0.01%	Maintained
686	FCB First Command Bank Fort Worth, Texas	$56K	$0	1	0.03%	Maintained
687	FCFS First Command Financial Services Fort Worth, Texas	$56K	$0	1	0.03%	Maintained
688	SSB Sandy Spring Bank Olney, Maryland	$55K	$0	1	0.01%	Maintained
689	DWM Doyle Wealth Management St. Petersburg, Florida	$52K	+$59.1K	2	0.01%	New
690	FMP Financial Management Professionals Austin, Texas	$50K	$0	3	0.03%	Maintained
691	PCG Private Capital Group West Hartford, Connecticut	$50K	-$26K	4	0.01%	Reduced
692	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$49K	-$3.73K	5	0.02%	Reduced
693	SWA Sutton Wealth Advisors Tampa, Florida	$47.2K	-$4.57K	4	0.03%	Reduced
694	TFA Toth Financial Advisory Leesburg, Virginia	$47K	-$705K	1	0.01%	Reduced
695	ClearBridge Investments New York	$46K	+$39.9K	2	0%	Increased
696	APA American Portfolios Advisors Holbrook, New York	$45.7K	-$30.4K	4	0.01%	Reduced
697	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$45K	+$36.4K	2	0.01%	Increased
698	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	$0	1	0.02%	Maintained
699	IP Intellectus Partners San Francisco, California	$43K	+$40.2K	2	0.03%	Increased
700	ONST Old North State Trust Greensboro, North Carolina	$43K	$0	1	0.04%	Maintained