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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	Clearstead Advisors Cleveland, Ohio	$503K	-$307K	2	0.04%	Reduced
677	Nissay Asset Management Tokyo, Japan	$502K	+$570K	1	0.01%	New
678	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$500K	+$516K	1	0.12%	New
679	EMG ETF Managers Group Summit, New Jersey	$495K	-$2.82M	1	0.01%	Reduced
680	DF Donoghue Forlines Boston, Massachusetts	$494K	-$107K	1	0.13%	Reduced
681	OFS OneAscent Financial Services Birmingham, Alabama	$491K	-$25.9K	1	0.22%	Reduced
682	JB Capital Wethersfield, Connecticut	$489K	+$22K	1	0.05%	Increased
683	FSA Fort Sheridan Advisors Highland Park, Illinois	$476K	+$12.9K	1	0.15%	Increased
684	TFS Thoroughbred Financial Services Brentwood, Tennessee	$471K	$0	2	0.09%	Maintained
685	QC Quent Capital New York	$470K	-$2.54K	4	0.1%	Reduced
686	Bank Julius Baer & Co Zurich, Switzerland	$465K	-$567K	1	0%	Reduced
687	Coldstream Capital Management Bellevue, Washington	$460K	-$258K	2	0.02%	Reduced
688	Diversified Trust Memphis, Tennessee	$460K	-$60.1K	1	0.02%	Reduced
689	RSC Red Spruce Capital Berwyn, Pennsylvania	$455K	-$26.9K	1	0.3%	Reduced
690	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$453K	-$789K	2	0%	Reduced
691	TD Private Client Wealth New York	$453K	+$126K	3	0.02%	Increased
692	Panagora Asset Management Boston, Massachusetts	$451K	-$4.76M	2	0%	Reduced
693	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$443K	+$481K	1	0.61%	Increased
694	MC Moors & Cabot Boston, Massachusetts	$442K	-$299K	1	0.03%	Reduced
695	Palisade Capital Management Fort Lee, New Jersey	$442K	+$32K	1	0.01%	Increased
696	FIA FNY Investment Advisers New York	$440K	-$32.5K	2	0.32%	Reduced
697	SOW State of Wyoming Cheyenne, Wyoming	$440K	-$120K	5	0.27%	Reduced
698	GA Greenspring Advisors Towson, Maryland	$437K	$0	1	0.13%	Maintained
699	Advisors Asset Management Monument, Colorado	$436K	-$921K	3	0.01%	Reduced
700	1WA 180 Wealth Advisors Federal Way, Washington	$435K	-$10.9K	2	0.11%	Reduced