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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	IAS Insigneo Advisory Services Miami, Florida	$312K	+$14.1K	1	0.1%	Increased
677	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$309K	+$3.04K	1	0.12%	Increased
678	TCTC Holdings Dallas, Texas	$300K	$0	1	0.01%	Maintained
679	GCM Gallacher Capital Management Lone Tree, Colorado	$299K	+$32K	1	0.18%	Increased
680	EBA Eagle Bay Advisors New York	$296K	-$35.2K	3	0.16%	Reduced
681	PP Patten & Patten Chattanooga, Tennessee	$296K	-$122K	1	0.03%	Reduced
682	Clearstead Advisors Cleveland, Ohio	$295K	+$299K	2	0.02%	Increased
683	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$291K	-$46.5K	1	0.01%	Reduced
684	PPC Park Place Capital Homewood, Alabama	$288K	+$2.44K	5	0.08%	Increased
685	CIA Capital Impact Advisors Boston, Massachusetts	$287K	-$96K	1	0.35%	Reduced
686	TC Truvestments Capital Sarasota, Florida	$284K	+$76.9K	2	0.15%	Increased
687	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$283K	-$37.9K	1	0.04%	Reduced
688	CB Centennial Bank Conway, Arkansas	$281K	-$15.4K	1	0.18%	Reduced
689	Bessemer Group Woodbridge, New Jersey	$279K	+$221K	5	0%	Increased
690	E Fund Management Guangzhou, China	$278K	+$372K	1	0.02%	New
691	FFL Future Fund LLC Chicago, Illinois	$277K	-$43.9K	1	0.91%	Reduced
692	Centiva Capital New York	$276K	+$279K	2	0.01%	New
693	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$273K	+$14.8K	1	0%	Increased
694	WA Waddell & Associates Memphis, Tennessee	$272K	$0	1	0.04%	Maintained
695	Forvis Mazars Wealth Advisors Springfield, Missouri	$270K	$0	1	0.01%	Maintained
696	Gabelli Funds Rye, New York	$265K	+$12.2K	1	0%	Increased
697	NERM New England Research & Management Chicago, Illinois	$264K	+$251K	1	0.15%	New
698	CP Covenant Partners Nashville, Tennessee	$264K	$0	1	0.1%	Maintained
699	MNBTD Moody National Bank Trust Division Galveston, Texas	$262K	+$271K	1	0.02%	New
700	VWM Venturi Wealth Management Austin, Texas	$258K	-$1.7K	1	0.02%	Reduced