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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	GP Girard Partners King Of Prussia, Pennsylvania	$355K	-$1.77M	1	0.03%	Reduced
677	SW Solidarity Wealth Lehi, Utah	$355K	$0	1	0.11%	Maintained
678	Parallel Advisors San Francisco, California	$351K	+$12.8K	8	0.01%	Increased
679	VI Versor Investments New York	$348K	-$739K	2	0.07%	Reduced
680	Stephens Inc Little Rock, Arkansas	$347K	+$321K	3	0.01%	Increased
681	FRM Fox Run Management Greenwich, Connecticut	$347K	-$747K	2	0.07%	Reduced
682	GCIA Gabelli & Co Investment Advisers Rye, New York	$347K	-$194K	1	0.06%	Reduced
683	PL Parthenon LLC Louisville, Kentucky	$336K	$0	1	0.04%	Maintained
684	PA PSI Advisors Tampa, Florida	$335K	-$4.74K	1	0.12%	Reduced
685	Americana Partners Houston, Texas	$335K	$0	1	0.03%	Maintained
686	AA Auxano Advisors Bellevue, Washington	$330K	+$23.7K	1	0.1%	Increased
687	SFP Sweet Financial Partners Fairmont, Minnesota	$320K	$0	1	0.07%	Maintained
688	CTC Cetera Trust Company St. Paul, Minnesota	$319K	+$11K	1	0.19%	Increased
689	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$319K	+$315K	1	0%	New
690	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$316K	+$5.69K	1	0%	Increased
691	GA Greenspring Advisors Towson, Maryland	$312K	$0	1	0.08%	Maintained
692	FIM Freedom Investment Management Hartford, Connecticut	$312K	-$59.5K	2	0.03%	Reduced
693	MAM Marketfield Asset Management New York	$311K	$0	1	0.24%	Maintained
694	Ancora Advisors Cleveland, Ohio	$310K	+$1.45K	2	0.01%	Increased
695	TCM Teza Capital Management Chicago, Illinois	$307K	-$449K	1	0.04%	Reduced
696	INTECH Investment Management West Palm Beach, Florida	$304K	+$275K	1	0%	New
697	IB Intrust Bank Wichita, Kansas	$304K	-$101K	1	0.03%	Reduced
698	Confluence Wealth Services Mcmurray, Pennsylvania	$303K	+$11K	1	0.03%	Increased
699	CCG Ceeto Capital Group Coral Gables, Florida	$303K	-$548K	1	0.12%	Reduced
700	Bank of Nova Scotia Toronto, Ontario, Canada	$301K	-$142K	1	0%	Reduced