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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	OP ORG Partners Roanoke, Indiana	$487K	-$5.58K	2	0.08%	Reduced
677	PL Parthenon LLC Louisville, Kentucky	$480K	$0	1	0.06%	Maintained
678	WesBanco Bank Wheeling, West Virginia	$478K	+$463K	1	0.02%	New
679	GAA Green Alpha Advisors Niwot, Colorado	$478K	-$179K	1	0.38%	Reduced
680	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$478K	$0	1	0.09%	Maintained
681	CTC Cetera Trust Company St. Paul, Minnesota	$477K	$0	1	0.29%	Maintained
682	OneDigital Investment Advisors Overland Park, Kansas	$476K	+$201K	2	0.01%	Increased
683	SW SkyOak Wealth Southfield, Michigan	$467K	-$56K	1	0.1%	Reduced
684	Leonteq Securities AG Zurich, Switzerland	$465K	-$177K	5	0.04%	Reduced
685	TC TownSquare Capital Provo, Utah	$459K	+$104K	2	0.01%	Increased
686	Confluence Wealth Services Mcmurray, Pennsylvania	$458K	+$18.6K	1	0.03%	Increased
687	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$453K	+$178K	1	0.09%	Increased
688	Daymark Wealth Partners Cincinnati, Ohio	$453K	-$34.1K	1	0.02%	Reduced
689	BAM Bosun Asset Management Chicago, Illinois	$445K	+$110K	1	0.21%	Increased
690	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$439K	+$256K	1	0.02%	Increased
691	CPWM Cypress Point Wealth Management Dallas, Texas	$437K	+$405K	1	0.17%	New
692	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$433K	+$4.62K	1	0%	Increased
693	Avantax Planning Partners Dubuque, Iowa	$427K	$0	1	0.02%	Maintained
694	LCGC Legacy Capital Group California Los Gatos, California	$421K	-$8.17K	1	0.14%	Reduced
695	Vestmark Advisory Solutions Wakefield, Massachusetts	$417K	+$128K	1	0.02%	Increased
696	Massachusetts Financial Services Boston, Massachusetts	$413K	-$9.4K	1	0%	Reduced
697	Western Wealth Management Golden, Colorado	$409K	$0	1	0.02%	Maintained
698	Dymon Asia Capital (Singapore) Singapore	$405K	+$370K	1	0.11%	New
699	CAM Carret Asset Management New York	$405K	+$20.5K	1	0.04%	Increased
700	YCM Yakira Capital Management Westport, Connecticut	$401K	+$101K	1	0.14%	Increased