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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	PL Parthenon LLC Louisville, Kentucky	$283K	$0	1	0.04%	Maintained
677	Tidal Investments Milwaukee, Wisconsin	$278K	+$202K	1	0.01%	New
678	HCA Harbor Capital Advisors Chicago, Illinois	$278K	+$298K	3	0.06%	New
679	MNBTD Moody National Bank Trust Division Galveston, Texas	$276K	$0	1	0.02%	Maintained
680	Coldstream Capital Management Bellevue, Washington	$275K	-$302K	1	0.01%	Reduced
681	Global Retirement Partners San Rafael, California	$271K	-$2.95K	5	0.01%	Reduced
682	United Capital Financial Advisors Irving, Texas	$270K	-$3.42M	1	0%	Reduced
683	AP AtonRa Partners Geneva, Switzerland	$267K	-$51.3K	1	0.41%	Reduced
684	MAM Marketfield Asset Management New York	$267K	+$98.2K	1	0.21%	Increased
685	GLR Great Lakes Retirement Sandusky, Ohio	$266K	-$1.05K	1	0.05%	Reduced
686	GCM Gallacher Capital Management Lone Tree, Colorado	$266K	+$12.8K	1	0.15%	Increased
687	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$262K	-$2.2M	1	0.01%	Reduced
688	PWG Portside Wealth Group Provo, Utah	$262K	+$280K	1	0.05%	New
689	TCTC Holdings Dallas, Texas	$254K	$0	1	0.01%	Maintained
690	1WA 180 Wealth Advisors Federal Way, Washington	$252K	+$40.9K	1	0.06%	Increased
691	SCA Snowden Capital Advisors New York	$251K	-$999	1	0.01%	Reduced
692	IA Inspire Advisors Meridian, Idaho	$250K	+$284K	1	0.05%	New
693	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$250K	+$182K	1	0.08%	New
694	EP Edgestream Partners Princeton, New Jersey	$248K	+$229K	1	0.02%	New
695	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$247K	-$2.92K	1	0.09%	Reduced
696	CS Comerica Securities Detroit, Michigan	$246K	+$3.15K	1	0.02%	Increased
697	BC Bridgefront Capital Austin, Texas	$244K	+$215K	1	0.13%	New
698	Chicago Partners Investment Group Chicago, Illinois	$243K	-$177K	1	0.01%	Reduced
699	NewEdge Wealth Pittsburgh, Pennsylvania	$243K	-$1.61M	1	0.01%	Reduced
700	Algert Global San Francisco, California	$242K	-$668K	1	0.01%	Reduced