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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	GA Greenspring Advisors Towson, Maryland	$288K	$0	1	0.08%	Maintained
677	Stephens Inc Little Rock, Arkansas	$287K	-$256K	2	0.01%	Reduced
678	EI Ellevest Inc New York	$285K	+$48.2K	6	0.02%	Increased
679	TCTC Holdings Dallas, Texas	$283K	$0	1	0.01%	Maintained
680	IAS Insigneo Advisory Services Miami, Florida	$281K	+$279K	1	0.11%	New
681	Vestcor Inc Fredericton, New Brunswick, Canada	$275K	-$30.1K	1	0.01%	Reduced
682	Panagora Asset Management Boston, Massachusetts	$273K	+$6.51K	1	0%	Increased
683	ECM Everence Capital Management Goshen, Indiana	$270K	$0	1	0.02%	Maintained
684	PPC Park Place Capital Homewood, Alabama	$269K	+$262K	5	0.08%	New
685	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$265K	-$34.9M	1	0%	Reduced
686	AMC Asset Management Corp Northbrook, Illinois	$261K	-$205K	1	0.22%	Reduced
687	Forvis Mazars Wealth Advisors Springfield, Missouri	$261K	-$61	1	0.01%	Reduced
688	SCA Snowden Capital Advisors New York	$259K	-$91.4K	2	0.01%	Reduced
689	CP Covenant Partners Nashville, Tennessee	$256K	$0	1	0.1%	Maintained
690	SPM Symmetry Peak Management Radnor, Pennsylvania	$252K	+$250K	1	0.12%	New
691	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$252K	+$269K	1	0.36%	New
692	WA Waddell & Associates Memphis, Tennessee	$251K	$0	1	0.04%	Maintained
693	GCM Gallacher Capital Management Lone Tree, Colorado	$251K	+$249K	1	0.15%	New
694	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$250K	+$94.2K	1	0%	Increased
695	NFG Nations Financial Group Cedar Rapids, Iowa	$249K	-$4.48K	1	0.03%	Reduced
696	Mission Wealth Management Santa Barbara, California	$249K	+$158K	1	0.01%	Increased
697	ERIC Eagle Rock Investment Company Atlanta, Georgia	$248K	+$38K	1	0.06%	Increased
698	OIA Optimum Investment Advisors Chicago, Illinois	$247K	+$98.1K	3	0.13%	Increased
699	VWM Venturi Wealth Management Austin, Texas	$246K	+$18.9K	1	0.02%	Increased
700	Bridgeway Capital Management Houston, Texas	$239K	+$119K	1	0.01%	Increased