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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	TC Tatro Capital Lexington, Kentucky	$241K	-$82.5K	1	0.28%	Reduced
677	CNC Canandaigua National Corp Canandaigua, New York	$240K	-$39.5K	1	0.04%	Reduced
678	Stratos Wealth Partners Beachwood, Ohio	$240K	-$164K	2	0.01%	Reduced
679	TCTC Holdings Dallas, Texas	$239K	$0	1	0.01%	Maintained
680	PL Parthenon LLC Louisville, Kentucky	$238K	-$4.05K	1	0.05%	Reduced
681	CGA Crescent Grove Advisors Lake Forest, Illinois	$235K	+$45K	1	0.05%	Increased
682	YMRC Yorktown Management & Research Company Forest, Virginia	$234K	$0	1	0.22%	Maintained
683	Focus Financial Network Minneapolis, Minnesota	$232K	+$103K	1	0.02%	Increased
684	Perigon Wealth Management San Francisco, California	$229K	+$1.91K	1	0.03%	Increased
685	PA PFG Advisors Phoenix, Arizona	$229K	-$711K	1	0.04%	Reduced
686	HH Hilltop Holdings Dallas, Texas	$227K	+$15.8K	1	0.04%	Increased
687	WAM Westport Asset Management Southport, Connecticut	$225K	$0	1	0.14%	Maintained
688	Cresset Asset Management Chicago, Illinois	$224K	+$81.2K	1	0%	Increased
689	Pendal Group Sydney, Australia	$224K	+$9.91K	1	0%	Increased
690	OFS OneAscent Financial Services Birmingham, Alabama	$223K	+$87.6K	1	0.12%	Increased
691	VFA Voya Financial Advisors Windsor, Connecticut	$223K	-$7.88K	1	0.01%	Reduced
692	Central Trust Company Jefferson City, Missouri	$220K	-$694K	3	0.01%	Reduced
693	AWM Altavista Wealth Management Asheville, North Carolina	$217K	-$121K	1	0.06%	Reduced
694	Dana Investment Advisors Waukesha, Wisconsin	$217K	-$216K	1	0.01%	Reduced
695	ACS Archford Capital Strategies Swansea, Illinois	$215K	+$238K	1	0.06%	New
696	Caption Management Oklahoma City, Oklahoma	$215K	+$56K	1	0.01%	Increased
697	First Citizens Bank & Trust Raleigh, North Carolina	$213K	+$2.58K	1	0.02%	Increased
698	Venture Visionary Partners Sylvania, Ohio	$211K	+$213K	1	0.05%	New
699	CRWM Castle Rock Wealth Management Walnut Creek, California	$208K	+$206K	1	0.14%	New
700	Fort Washington Investment Advisors Cincinnati, Ohio	$207K	+$228K	1	0%	New