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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	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$407K	-$6.14M	1	0.04%	Reduced
677	Daymark Wealth Partners Cincinnati, Ohio	$402K	-$52.9K	1	0.02%	Reduced
678	Bessemer Group Woodbridge, New Jersey	$398K	+$11.6K	6	0%	Increased
679	HWM Hohimer Wealth Management Seattle, Washington	$398K	-$2.33K	2	0.09%	Reduced
680	Kingswood Wealth Advisors San Diego, California	$392K	+$272K	1	0.04%	New
681	Avantax Advisory Services Dallas, Texas	$392K	+$364K	3	0%	New
682	PL Parthenon LLC Louisville, Kentucky	$391K	-$9.02K	1	0.05%	Reduced
683	Americana Partners Houston, Texas	$390K	$0	1	0.03%	Maintained
684	CTC Cetera Trust Company St. Paul, Minnesota	$388K	+$6.01K	1	0.24%	Increased
685	Focus Partners Wealth Boston, Massachusetts	$387K	-$28.7K	2	0%	Reduced
686	Forum Financial Management Lombard, Illinois	$378K	+$193K	1	0.01%	Increased
687	Massachusetts Financial Services Boston, Massachusetts	$376K	+$12.2K	1	0%	Increased
688	CFM Catalyst Funds Management Sydney NSW, Australia	$370K	+$164K	2	0.1%	Increased
689	Parallel Advisors San Francisco, California	$364K	+$124	8	0.01%	Increased
690	Hudson Bay Capital Management Stamford, Connecticut	$362K	-$601K	1	0%	Reduced
691	SWM SeaCrest Wealth Management Purchase, New York	$362K	+$250K	1	0.04%	New
692	Stephens Inc Little Rock, Arkansas	$359K	-$14K	2	0.01%	Reduced
693	Stratos Wealth Partners Beachwood, Ohio	$356K	-$728K	1	0.01%	Reduced
694	Confluence Wealth Services Mcmurray, Pennsylvania	$355K	-$6.01K	1	0.03%	Reduced
695	FIM Freedom Investment Management Hartford, Connecticut	$352K	+$25.5K	2	0.03%	Increased
696	Wedbush Securities Los Angeles, California	$351K	+$243K	2	0.01%	Increased
697	TC TownSquare Capital Provo, Utah	$349K	+$15.8K	1	0%	Increased
698	Avantax Planning Partners Dubuque, Iowa	$348K	+$19.2K	1	0.01%	Increased
699	LCGC Legacy Capital Group California Los Gatos, California	$346K	+$308K	1	0.12%	New
700	AA AlphaMark Advisors Ft. Wright, Kentucky	$345K	+$316K	2	0.12%	New